FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

439 hedge funds and large institutions have $7.49B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
77
Increased
149
Reduced
125
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.92B
2
Cerity Partners
2
Cerity Partners
New York
$27.1M
3
AI
3
Accredited Investors
Minnesota
$23.4M
4
IIC
4
Ironwood Investment Counsel
Arizona
$29.3M
5
PC
5
Prairiewood Capital
North Dakota
$43.1M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$12.8M
2
AA
2
ALPS Advisors
Colorado
$18.2M
3
CAM
3
Cresset Asset Management
Illinois
$6.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
76
Foundations Investment Advisors
Arizona
$3.03M +$600K +20,192 +25%
AWM
77
Apollon Wealth Management
South Carolina
$3.03M +$937K +31,561 +45%
Raymond James Financial
78
Raymond James Financial
Florida
$2.87M +$2.87M +96,599 New
CA
79
Capital Advantage
California
$2.83M +$287K +9,666 +11%
MG
80
Mather Group
Illinois
$2.79M +$30 +1 +0%
CA
81
CoreCap Advisors
Michigan
$2.77M +$2.21M +74,345 +392%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.76M +$360K +12,122 +15%
AA
83
Addison Advisors
Vermont
$2.69M -$13.1K -440 -0.5%
MA
84
McGrath & Associates
North Carolina
$2.68M +$2.68M +90,307 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$2.68M -$50.6K -1,703 -2%
PP
86
PrairieView Partners
Minnesota
$2.67M -$64.7K -2,180 -2%
FPAS
87
Focus Partners Advisor Solutions
Missouri
$2.58M -$2.14M -72,065 -45%
HWA
88
HHM Wealth Advisors
Tennessee
$2.54M -$11.7K -394 -0.5%
NCM
89
Northland Capital Management
Minnesota
$2.54M -$466K -15,679 -16%
OPS
90
Orion Portfolio Solutions
Nebraska
$2.52M -$88.8K -2,990 -3%
BCI
91
Brinker Capital Investments
Pennsylvania
$2.52M -$88.8K -2,990 -3%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$2.43M +$255K +8,581 +12%
YWM
93
Yoder Wealth Management
California
$2.29M -$15K -505 -0.6%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2.27M -$1.58M -53,322 -41%
MML Investors Services
95
MML Investors Services
Massachusetts
$2.2M +$230K +7,760 +12%
LAM
96
Lakewood Asset Management
Illinois
$2.13M -$23K -776 -1%
FCMT
97
Founders Capital Management (Texas)
Texas
$2.13M +$33.7K +1,136 +2%
AWS
98
Atria Wealth Solutions
New York
$2.01M +$79.2K +2,668 +4%
KLI
99
Kelman-Lazarov Inc
Tennessee
$1.99M +$19K +640 +1%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.95M -$22.1K -744 -1%
2 3
4
5 6