FNDA icon

Schwab Fundamental US Small Company Index ETF

438 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 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
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
FM
26
Foster & Motley
Ohio
$15.1M
SPA
27
Shore Point Advisors
New Jersey
$14.2M
SSWG
28
Seven Springs Wealth Group
Tennessee
$14.1M
LPL Financial
29
LPL Financial
California
$13.4M
AI
30
Accredited Investors
Minnesota
$13.3M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$12.8M
FPAS
32
Focus Partners Advisor Solutions
Missouri
$12.1M
CST
33
Charles Schwab Trust
Nevada
$12M
GVAG
34
Great Valley Advisor Group
Delaware
$11.2M
MCM
35
MAI Capital Management
Ohio
$10.6M
CFO
36
Collective Family Office
Pennsylvania
$10.3M
Mariner
37
Mariner
Kansas
$9.99M
GWM
38
GSB Wealth Management
Connecticut
$9.9M
Creative Planning
39
Creative Planning
Kansas
$9.78M
SC
40
Savant Capital
Illinois
$9.47M
OWM
41
Opes Wealth Management
California
$9.37M
AFA
42
Arlington Financial Advisors
California
$9.04M
SS
43
Sound Stewardship
Kansas
$8.97M
HW
44
HORAN Wealth
Ohio
$8.76M
WA
45
Waverly Advisors
Alabama
$8.67M
NRI
46
NFP Retirement Inc
California
$8.34M
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$8.12M
JBA
48
Johnson Bixby & Associates
Washington
$7.52M
PPW
49
Pasadena Private Wealth
California
$7.02M
EWA
50
Exencial Wealth Advisors
Oklahoma
$6.35M