FNDA icon

Schwab Fundamental US Small Company Index ETF

441 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
GSWM
426
Golden State Wealth Management
California
$1.5K
PIP
427
Peachtree Investment Partners
Florida
$1.45K
IWP
428
IAG Wealth Partners
Wisconsin
$1.31K
PAG
429
Paladin Advisory Group
Iowa
$1.18K
FGAM
430
Financial Gravity Asset Management
Texas
$1.18K
WTC
431
WhitTier Trust Company
Nevada
$1.07K
BAM
432
Byrne Asset Management
New Jersey
$935
KWM
433
Kiker Wealth Management
Georgia
$935
CW
434
Curio Wealth
Maryland
$904
RIL
435
Rothschild Investment LLC
Illinois
$872
PFBT
436
Parkside Financial Bank & Trust
Missouri
$817
CFG
437
Chapman Financial Group
Hawaii
$811
CBT
438
Crews Bank & Trust
Florida
$810
CFS
439
Compass Financial Services
Iowa
$750
HC
440
Hurley Capital
New York
$636
Qube Research & Technologies (QRT)
441
Qube Research & Technologies (QRT)
United Kingdom
$467
MFA
442
Morling Financial Advisors
California
$27
HAS
443
HBW Advisory Services
California
GS
444
GTS Securities
New York
TNA
445
True North Advisors
Texas
JCIA
446
Jackson Creek Investment Advisors
Colorado
SA
447
Sovran Advisors
California
PCM
448
Pennsylvania Capital Management
Pennsylvania
IPWA
449
International Private Wealth Advisors
California
BCMLT
450
Beacon Capital Management LLC (Tennessee)
Tennessee