FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

416 hedge funds and large institutions have $6.43B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
51
Increased
149
Reduced
140
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$25.7M
2
HW
2
HORAN Wealth
Ohio
$7.63M
3
PC
3
Prairiewood Capital
North Dakota
$50.3M
4
MWP
4
Moller Wealth Partners
$36.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.01M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.18B
2
SF
2
Symphony Financial
Texas
$263K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$858K
5
AA
5
ALPS Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$3.21M 111,896 +3,948 +4%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.99M 104,248 -193 -0.2%
TCM
78
Traub Capital Management
Massachusetts
$2.91M 101,698 +101,698 New
PP
79
PrairieView Partners
Minnesota
$2.87M 100,341 +11,244 +13%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$2.85M 99,492 +1,276 +1%
CA
81
Capital Advantage
California
$2.85M 99,372 +4,180 +4%
NCM
82
Northland Capital Management
Minnesota
$2.82M 98,351 +13,164 +15%
MG
83
Mather Group
Illinois
$2.68M 93,550 -1 -0%
AWM
84
Apollon Wealth Management
South Carolina
$2.63M 91,908 +1,730 +2%
HWA
85
HHM Wealth Advisors
Tennessee
$2.57M 89,850 +500 +0.6%
AA
86
Addison Advisors
Vermont
$2.56M 89,204 – –
Corient Private Wealth
87
Corient Private Wealth
Florida
$2.53M 88,146 +42,930 +95%
AWS
88
Atria Wealth Solutions
New York
$2.51M 87,555 +10,936 +14%
MA
89
McGrath & Associates
North Carolina
$2.46M 85,927 -2,691 -3%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.26M 79,033 -19,771 -20%
WW
91
Waterfront Wealth
Kansas
$2.24M 78,344 +16,835 +27%
EWA
92
EQ Wealth Advisors
Texas
$2.24M 78,201 +17,700 +29%
YWM
93
Yoder Wealth Management
California
$2.2M 76,883 -250 -0.3%
BCI
94
Brinker Capital Investments
Pennsylvania
$2.17M 75,803 +4,617 +6%
AAS
95
Avantax Advisory Services
Texas
$2.1M 73,130 +14,861 +26%
AAS
96
Asset Allocation Strategies
Michigan
$2.06M 71,935 +8,142 +13%
FCMT
97
Founders Capital Management (Texas)
Texas
$2.03M 70,936 -1,543 -2%
KLI
98
Kelman-Lazarov Inc
Tennessee
$1.98M 69,024 +2,245 +3%
IA
99
IFP Advisors
Florida
$1.92M 66,874 +5,203 +8%
BCG
100
Breakwater Capital Group
New Jersey
$1.9M 66,364 +49,643 +297%
2 3
4
5 6