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
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
SSWG
27
Seven Springs Wealth Group
Tennessee
$12.1M
LPL Financial
28
LPL Financial
California
$12.1M
SPA
29
Shore Point Advisors
New Jersey
$11.9M
GVAG
30
Great Valley Advisor Group
Delaware
$10.1M
CST
31
Charles Schwab Trust
Nevada
$10.1M
CFO
32
Collective Family Office
Pennsylvania
$9.31M
MCM
33
MAI Capital Management
Ohio
$9.23M
SA
34
Sanctuary Advisors
Indiana
$9.06M
GWM
35
GSB Wealth Management
Connecticut
$8.89M
Creative Planning
36
Creative Planning
Kansas
$8.64M
Mariner
37
Mariner
Kansas
$8.53M
SS
38
Sound Stewardship
Kansas
$8.41M
OWM
39
Opes Wealth Management
California
$8.38M
AFA
40
Arlington Financial Advisors
California
$8.33M
NRI
41
NFP Retirement Inc
California
$8.32M
PPW
42
Pasadena Private Wealth
California
$7.91M
WA
43
Waverly Advisors
Alabama
$7.71M
HW
44
HORAN Wealth
Ohio
$7.63M
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$7.22M
FC
46
Forte Capital
New York
$7.12M
JBA
47
Johnson Bixby & Associates
Washington
$6.96M
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$6.3M
CAM
49
Cresset Asset Management
Illinois
$5.99M
ML
50
McAdam LLC
Pennsylvania
$5.98M