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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
CAS
426
Coppell Advisory Solutions
Texas
$2.37K – – –
UCB
427
United Community Bank
South Carolina
$2.26K +$2.32K +76 New
RF
428
Robinswood Financial
Washington
$1.78K – – –
WWMSC
429
Wagner Wealth Management (South Carolina)
South Carolina
$1.64K +$31 +1 +2%
GK
430
Graney & King
New York
$1.63K +$1.68K +55 New
MSFP
431
Mark Sheptoff Financial Planning
Connecticut
$1.54K -$1.59K -52 -50%
NIA
432
NBZ Investment Advisors
Tennessee
$1.43K +$1.47K +48 New
PIP
433
Peachtree Investment Partners
Florida
$1.37K +$1.41K +46 New
RCM
434
Raleigh Capital Management
North Carolina
$1.33K +$31 +1 +2%
WTFG
435
Wood Tarver Financial Group
Idaho
$1K +$1.16K +38 New
GWSG
436
GPS Wealth Strategies Group
Colorado
$950 – – –
BAM
437
Byrne Asset Management
New Jersey
$891 – – –
BF
438
BOK Financial
Oklahoma
$875 – – –
RIL
439
Rothschild Investment LLC
Illinois
$832 – – –
PFBT
440
Parkside Financial Bank & Trust
Missouri
$773 +$794 +26 New
SAM
441
Smartleaf Asset Management
Massachusetts
$709 – – –
AIA
442
Armor Investment Advisors
North Carolina
$653 +$672 +22 New
HC
443
Hurley Capital
New York
$606 +$611 +20 New
VHAM
444
Van Hulzen Asset Management
California
$297 +$305 +10 New
AEPWM
445
Atlantic Edge Private Wealth Management
Florida
$60 – – –
LC
446
Lindbrook Capital
California
$1 – – –
MSFS
447
Main Street Financial Solutions
Pennsylvania
– -$3.77M -126,430 Closed
Jane Street
448
Jane Street
New York
– -$1.8M -60,280 Closed
Goldman Sachs
449
Goldman Sachs
New York
– -$1.37M -45,952 Closed
TNA
450
True North Advisors
Texas
– -$1.29M -43,268 Closed
16 17
18
19 20

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.