FNDA icon

Schwab Fundamental US Small Company Index ETF

443 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 149 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
301
ORG Partners
Indiana
$211K
BAM
302
Bellevue Asset Management
Washington
$211K
AWM
303
Abound Wealth Management
Tennessee
$207K
IIA
304
Integral Investment Advisors
California
$205K
CAI
305
Capital Advisors Inc
Oklahoma
$200K
RFP
306
Root Financial Partners
California
$197K
AF
307
Advisornet Financial
Minnesota
$187K
JFGIW
308
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
US Bancorp
309
US Bancorp
Minnesota
$179K
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$178K
MA
311
MCF Advisors
Kentucky
$178K
NA
312
NewEdge Advisors
Louisiana
$173K
DFA
313
DHJJ Financial Advisors
Illinois
$169K
Wells Fargo
314
Wells Fargo
California
$168K
WANY
315
Wealthspire Advisors (New York)
New York
$154K
S
316
SignatureFD
Georgia
$150K
RTL
317
Red Tortoise LLC
Georgia
$149K
ACA
318
Aptus Capital Advisors
Alabama
$148K
ST
319
Smithfield Trust
Pennsylvania
$148K
TCM
320
TD Capital Management
Tennessee
$147K
KFA
321
Kelleher Financial Advisors
New York
$135K
NWM
322
Navigoe Wealth Management
California
$134K
GWM
323
Geneos Wealth Management
Colorado
$130K
JHCP
324
Jackson Hole Capital Partners
Oklahoma
$118K
AWM
325
AE Wealth Management
Kansas
$111K