FNDA icon

Schwab Fundamental US Small Company Index ETF

420 hedge funds and large institutions have $6.47B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.6M
2 +$6.06M
3 +$5.37M
4
MWP
Moller Wealth Partners
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.72M

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
426
Vishria Bird Financial Group
Tennessee
PA
427
PFG Advisors
Arizona
EWM
428
Evercore Wealth Management
New York
COLIM
429
City of London Investment Management
United Kingdom
RFP
430
Root Financial Partners
California
RIA
431
Regal Investment Advisors
Michigan
TC
432
TownSquare Capital
Utah
BIG
433
Builder Investment Group
Georgia
RWP
434
Revolve Wealth Partners
New Jersey
VFA
435
Valeo Financial Advisors
Indiana
BWA
436
Bordeaux Wealth Advisors
California
FCI
437
Financial Counselors Inc
Kansas
WMWM
438
Wilkins Miller Wealth Management
Alabama
FVWA
439
Foster Victor Wealth Advisors
South Carolina
QC
440
Quadrature Capital
United Kingdom
CTA
441
Colonial Trust Advisors
South Carolina
WFC
442
Western Financial Corp
California
FWP
443
Falcon Wealth Planning
California
GP
444
Greenline Partners
New York
CA
445
Continuum Advisory
Idaho
SIM
446
Synergy Investment Management
Florida
DJSG
447
D.J. St. Germain
Massachusetts
QCG
448
Quadrant Capital Group
Ohio
GA
449
GoalVest Advisory
New York
CCM
450
Coldstream Capital Management
Washington