FNDA icon

Schwab Fundamental US Small Company Index ETF

452 hedge funds and large institutions have $7.1B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
NMG
401
New Millennium Group
Utah
$10.6K
GWSA
402
Global Wealth Strategies & Associates
Colorado
$10.5K
FFA
403
Frazier Financial Advisors
Ohio
$9.74K
IAIM
404
International Assets Investment Management
Florida
$9.71K
GGI
405
Godsey & Gibb Inc
Virginia
$9.64K
TFG
406
Team Financial Group
California
$9.06K
SS
407
Sunbelt Securities
Texas
$8.8K
Citigroup
408
Citigroup
New York
$8.54K
GWS
409
Greykasell Wealth Strategies
California
$8.46K
SC
410
SouthState Corp
Florida
$8.19K
AIC
411
Archer Investment Corporation
Indiana
$8.01K
HCM
412
Hollencrest Capital Management
California
$7K
GCM
413
Gunpowder Capital Management
Maryland
$6.02K
HFS
414
Hantz Financial Services
Michigan
$6K
MFT
415
Moisand Fitzgerald Tamayo
Florida
$5.8K
BWL
416
Bogart Wealth LLC
Virginia
$5.48K
FC
417
Financial Consulate
Maryland
$5.34K
WAG
418
Wiser Advisor Group
Arizona
$4.86K
JFA
419
JNBA Financial Advisors
Minnesota
$4.85K
DAM
420
Delta Asset Management
Tennessee
$4.73K
NFSG
421
Newbridge Financial Services Group
Florida
$4.03K
SC
422
Solstein Capital
California
$3.84K
GWM
423
Greenline Wealth Management
Florida
$3.56K
KFAS
424
Keating Financial Advisory Services
Kansas
$3.21K
HHGA
425
Halbert Hargrove Global Advisors
California
$3.18K