FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

400 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.79%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
42
Increased
162
Reduced
110
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.88B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
IIC
3
Ironwood Investment Counsel
Arizona
$26.4M
4
SA
4
Sanctuary Advisors
Indiana
$16.9M
5
AI
5
Accredited Investors
Minnesota
$20.3M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$443K
2
Stifel Financial
2
Stifel Financial
Missouri
$776K
3
DWM
3
Dechtman Wealth Management
Colorado
$1.25M
4
HP
4
Hilltop Partners
Indiana
$3.4M
5
ML
5
McAdam LLC
Pennsylvania
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Addison Advisors
Vermont
$2.71M -$161K -5,420 -6%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.61M -$413K -13,856 -14%
OPS
78
Orion Portfolio Solutions
Nebraska
$2.61M -$413K -13,856 -14%
HWA
79
HHM Wealth Advisors
Tennessee
$2.56M – – –
CA
80
Capital Advantage
California
$2.55M +$794K +26,668 +45%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$2.47M -$66.3K -2,226 -3%
FIA
82
Foundations Investment Advisors
Arizona
$2.44M +$1.12M +37,492 +84%
KAS
83
Kestra Advisory Services
Texas
$2.41M -$403K -13,526 -14%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$2.41M -$113K -3,804 -4%
YWM
85
Yoder Wealth Management
California
$2.32M -$715 -24 -0%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$2.27M +$5.12K +172 +0.2%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$2.18M +$249K +8,362 +13%
LAM
88
Lakewood Asset Management
Illinois
$2.16M +$129K +4,330 +6%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$2.16M -$662K -22,212 -23%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$2.12M -$477K -16,010 -18%
FCMT
91
Founders Capital Management (Texas)
Texas
$2.1M -$774 -26 -0%
AWM
92
Apollon Wealth Management
South Carolina
$2.1M -$213K -7,166 -9%
PMG
93
ProVise Management Group
Florida
$2.01M -$271K -9,100 -12%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$1.98M +$545K +18,288 +38%
MML Investors Services
95
MML Investors Services
Massachusetts
$1.98M -$660K -22,172 -25%
KLI
96
Kelman-Lazarov Inc
Tennessee
$1.98M -$7.69K -258 -0.4%
AWS
97
Atria Wealth Solutions
New York
$1.93M +$258K +8,676 +15%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.92M -$75.7K -2,540 -4%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$1.92M +$842K +56,908 +78%
Corient Private Wealth
100
Corient Private Wealth
Florida
$1.9M +$655K +21,978 +53%
2 3
4
5 6