FNDA icon

Schwab Fundamental US Small Company Index ETF

414 hedge funds and large institutions have $6.75B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 179 increasing their positions, 111 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-25
Holders Change %
-5.69%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
40
Increased
179
Reduced
111
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
376
Armstrong Advisory Group
Massachusetts
$9.45K
AWM
377
Accredited Wealth Management
Kentucky
$7.83K
AAP
378
Arax Advisory Partners
Colorado
$7.38K +$576 +21 +8%
SC
379
SouthState Corp
Florida
$7.12K +$7.12K +260 New
AIC
380
Archer Investment Corporation
Indiana
$6.89K +$27 +1 +0.4%
VWM
381
Vermillion Wealth Management
Minnesota
$6.39K
NFSG
382
Newbridge Financial Services Group
Florida
$6.25K
HCM
383
Hollencrest Capital Management
California
$6.08K
ACA
384
Atlas Capital Advisors
Wyoming
$5.91K
BF
385
BOK Financial
Oklahoma
$5.53K +$4.71K +172 +573%
JFA
386
JNBA Financial Advisors
Minnesota
$5.15K
MFT
387
Moisand Fitzgerald Tamayo
Florida
$5.04K
DAM
388
Delta Asset Management
Tennessee
$4.44K
KWM
389
Kiker Wealth Management
Georgia
$4.38K +$4.38K +160 New
WAG
390
Wiser Advisor Group
Arizona
$4.18K
CVM
391
Cheviot Value Management
California
$4.09K +$4.09K +152 New
GWS
392
Greykasell Wealth Strategies
California
$4.05K +$4.05K +148 New
WIM
393
Westside Investment Management
California
$3.12K +$3.12K +114 New
FHA
394
First Horizon Advisors
Tennessee
$2.9K +$2.9K +106 New
FFA
395
Founders Financial Alliance
North Carolina
$2.63K
EWP
396
Elevation Wealth Partners
California
$2.6K
FMP
397
Financial Management Professionals
Texas
$2.22K
IRC
398
Investors Research Corp
Georgia
$2.19K
AIM
399
Anchor Investment Management
South Carolina
$2.19K
HNB
400
Huntington National Bank
Ohio
$2.08K -$4.69K