FNDA icon

Schwab Fundamental US Small Company Index ETF

414 hedge funds and large institutions have $6.75B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 179 increasing their positions, 111 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-25
Holders Change %
-5.69%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
40
Increased
179
Reduced
111
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
26
Pasadena Private Wealth
California
$14.1M +$752K +27,438 +6%
GVAG
27
Great Valley Advisor Group
Delaware
$13.7M +$10.1M +367,518 +279%
FM
28
Foster & Motley
Ohio
$13M +$159K +5,791 +1%
CFO
29
Collective Family Office
Pennsylvania
$12.4M +$481K +17,575 +4%
GFG
30
Goldstone Financial Group
Illinois
$12.1M +$627K +22,880 +5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.22M +44,658 +12%
SPA
32
Shore Point Advisors
New Jersey
$10.9M +$814K +29,735 +8%
LPL Financial
33
LPL Financial
California
$10.9M +$961K +35,085 +10%
CST
34
Charles Schwab Trust
Nevada
$10.7M +$510K +18,626 +5%
SSWG
35
Seven Springs Wealth Group
Tennessee
$10.4M +$621K +22,657 +6%
MCM
36
MAI Capital Management
Ohio
$9.23M -$139K -5,079 -1%
Mariner
37
Mariner
Kansas
$8.58M +$1.08M +39,364 +14%
Creative Planning
38
Creative Planning
Kansas
$8.26M +$561K +20,482 +7%
NRI
39
NFP Retirement Inc
California
$8.03M +$226K +8,241 +3%
GWM
40
GSB Wealth Management
Connecticut
$7.9M +$1.71M +62,407 +28%
AFA
41
Arlington Financial Advisors
California
$7.85M -$319K -11,634 -4%
SS
42
Sound Stewardship
Kansas
$7.47M +$13.8K +502 +0.2%
OWM
43
Opes Wealth Management
California
$7.33M +$858K +31,333 +13%
WA
44
Waverly Advisors
Alabama
$7.17M +$331K +12,070 +5%
HCA
45
Horan Capital Advisors
Ohio
$7.15M +$97.3K +3,552 +1%
FC
46
Forte Capital
New York
$6.87M +$38.9K +1,419 +0.6%
JBA
47
Johnson Bixby & Associates
Washington
$6.78M -$3.36M -122,688 -33%
ML
48
McAdam LLC
Pennsylvania
$5.91M -$546K -19,952 -8%
SC
49
Savant Capital
Illinois
$5.79M -$2.62M -95,568 -31%
EWA
50
Exencial Wealth Advisors
Oklahoma
$5.76M +$79.7K +2,910 +1%