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Schwab Fundamental US Small Company Index ETF

421 hedge funds and large institutions have $6.77B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 181 increasing their positions, 113 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 113

0.44% more ownership

Funds ownership: 79.03%79.48% (+0.44%)

5% less funds holding

Funds holding: 444421 (-23)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

10% less capital invested

Capital invested by funds: $7.5B → $6.77B (-$733M)

31% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 59

Holders
421
Holders Change
-23
Holders Change %
-5.18%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
41
Increased
181
Reduced
113
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$3.13M -$3.48K -119 -0.1%
FIA
77
Foundations Investment Advisors
Arizona
$3.05M +$269K +9,199 +9%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$2.96M +$519K +17,739 +20%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$2.86M +$662K +22,632 +28%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$2.85M +$1.12M +38,354 +58%
CA
81
Capital Advantage
California
$2.83M
WF
82
Womack Financial
Texas
$2.78M -$55.2K -1,886 -2%
MSFS
83
Main Street Financial Solutions
Pennsylvania
$2.76M +$2.95M +100,715 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$2.71M +$654K +22,366 +29%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$2.69M +$156K +5,328 +6%
MG
86
Mather Group
Illinois
$2.56M -$7.31K -250 -0.3%
AWM
87
Apollon Wealth Management
South Carolina
$2.47M -$347K -11,853 -12%
HWA
88
HHM Wealth Advisors
Tennessee
$2.45M +$115K +3,938 +5%
AA
89
Addison Advisors
Vermont
$2.44M -$42.4K -1,450 -2%
PP
90
PrairieView Partners
Minnesota
$2.44M -$20.5K -701 -0.8%
MA
91
McGrath & Associates
North Carolina
$2.43M -$49.4K -1,689 -2%
NCM
92
Northland Capital Management
Minnesota
$2.33M -$5.79K -198 -0.2%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$2.17M -$1.09M -37,280 -32%
YWM
94
Yoder Wealth Management
California
$2.11M -$2.93K -100 -0.1%
AWS
95
Atria Wealth Solutions
New York
$2.1M +$266K +9,103 +13%
FCMT
96
Founders Capital Management (Texas)
Texas
$1.99M +$19.9K +681 +0.9%
BCI
97
Brinker Capital Investments
Pennsylvania
$1.95M -$396K -13,526 -16%
OPS
98
Orion Portfolio Solutions
Nebraska
$1.95M -$396K -13,526 -16%
MML Investors Services
99
MML Investors Services
Massachusetts
$1.89M -$157K -5,362 -7%
KLI
100
Kelman-Lazarov Inc
Tennessee
$1.83M -$7.23K -247 -0.4%

FNDA Hedge Fund Activity: Q1 2025 in Review

421 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q1 2025, worth a combined $6.77B — down 9.8% from $7.5B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FNDA and 41 opened new positions — a net loss of 18 holders — while 113 trimmed existing stakes and 181 added.

The largest buyer was Charles Schwab, adding an estimated $32.2M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $222M sold.

  • 421 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2025, down from 444 in Q4 2024.
  • Funds reported $6.77B of Schwab Fundamental US Small Company Index ETF stock for Q1 2025, down 9.8% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2025 and 59 closed out, a net change of -18 holders.
  • The largest Schwab Fundamental US Small Company Index ETF buyer in Q1 2025 was Charles Schwab, an estimated $32.2M added.
  • The largest Schwab Fundamental US Small Company Index ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.