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Schwab Fundamental US Small Company Index ETF
FNDA

444 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 149 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 32

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

18% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 126

10% more funds holding

Funds holding: 402 → 444 (+42)

4% more capital invested

Capital invested by funds: $7.21B → $7.5B (+$288M)

79.98% less ownership

Funds ownership: 159.02% → 79.03% (-80%)

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
80
Increased
149
Reduced
126
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$51.2M
2
Cerity Partners
Cerity Partners
New York
+$20.1M
3
AI
Accredited Investors
Minnesota
+$3.27M
4
IIC
Ironwood Investment Counsel
Arizona
+$3.08M
5
PC
Prairiewood Capital
North Dakota
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$19.7M
2
AA
ALPS Advisors
Colorado
-$8.9M
3
CAM
Cresset Asset Management
Illinois
-$5.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.04M
5
MSFS
Main Street Financial Solutions
Pennsylvania
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
401
Highline Wealth Partners
California
$7.48K +$7.7K +252 New
AIC
402
Archer Investment Corporation
Indiana
$7.46K +$31 +1 +0.4%
AAP
403
Arax Advisory Partners
Colorado
$7.35K +$61 +2 +0.8%
VWM
404
Vermillion Wealth Management
Minnesota
$6.91K +$7.12K +233 New
NFSG
405
Newbridge Financial Services Group
Florida
$6.77K +$6.96K +228 New
HCM
406
Hollencrest Capital Management
California
$6.59K – – –
BGWM
407
Bridge Generations Wealth Management
Florida
$6.43K +$6.63K +217 New
ACA
408
Atlas Capital Advisors
Wyoming
$6.4K +$31 +1 +0.5%
BWL
409
Bogart Wealth LLC
Virginia
$6.06K – – –
TC
410
Truvestments Capital
Florida
$5.7K – – –
EW
411
Element Wealth
Mississippi
$5.64K – – –
JFA
412
JNBA Financial Advisors
Minnesota
$5.58K – – –
MFT
413
Moisand Fitzgerald Tamayo
Florida
$5.46K – – –
DAM
414
Delta Asset Management
Tennessee
$4.81K – – –
EFP
415
EnRich Financial Partners
Wisconsin
$4.69K – – –
HNB
416
Huntington National Bank
Ohio
$4.69K – – –
WAG
417
Wiser Advisor Group
Arizona
$4.52K – – –
AA
418
Ancora Advisors
Ohio
$3.98K – – –
OC
419
Oarsman Capital
Wisconsin
$3.39K +$3.48K +114 New
GEA
420
Glen Eagle Advisors
New Jersey
$3.17K -$31 -1 -0.9%
FFA
421
Founders Financial Alliance
North Carolina
$2.85K – – –
EWP
422
Elevation Wealth Partners
California
$2.81K +$31 +1 +1%
FMP
423
Financial Management Professionals
Texas
$2.41K -$153 -5 -6%
AIM
424
Anchor Investment Management
South Carolina
$2.38K – – –
IRC
425
Investors Research Corp
Georgia
$2.38K – – –
15 16
17
18 19

FNDA Hedge Fund Activity: Q4 2024 in Review

444 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2024, worth a combined $7.5B — up 4% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new FNDA positions and 32 closed out — a net gain of 48 holders — while 149 added to existing stakes and 126 trimmed.

The largest buyer was Charles Schwab, adding an estimated $51.2M. The largest seller was Sanctuary Advisors, cutting an estimated $19.7M.

  • 444 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $7.5B of Schwab Fundamental US Small Company Index ETF stock for Q4 2024, up 4% quarter-over-quarter.
  • 80 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2024 and 32 closed out, a net change of +48 holders.
  • The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2024 was Charles Schwab, an estimated $51.2M added.
  • The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2024 was Sanctuary Advisors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2024.