FNDA icon

Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.44B 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, 142 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$3.25M
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$3.21M
Fidelity Investments
78
Fidelity Investments
Massachusetts
$2.99M
TCM
79
Traub Capital Management
Massachusetts
$2.91M
PP
80
PrairieView Partners
Minnesota
$2.87M
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$2.85M
CA
82
Capital Advantage
California
$2.85M
NCM
83
Northland Capital Management
Minnesota
$2.82M
MG
84
Mather Group
Illinois
$2.68M
AWM
85
Apollon Wealth Management
South Carolina
$2.63M
HWA
86
HHM Wealth Advisors
Tennessee
$2.57M
AA
87
Addison Advisors
Vermont
$2.56M
AWS
88
Atria Wealth Solutions
New York
$2.51M
MA
89
McGrath & Associates
North Carolina
$2.46M
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.26M
WW
91
Waterfront Wealth
Kansas
$2.24M
EWA
92
EQ Wealth Advisors
Texas
$2.24M
YWM
93
Yoder Wealth Management
California
$2.2M
BCI
94
Brinker Capital Investments
Pennsylvania
$2.17M
AAS
95
Avantax Advisory Services
Texas
$2.1M
AAS
96
Asset Allocation Strategies
Michigan
$2.06M
FCMT
97
Founders Capital Management (Texas)
Texas
$2.03M
KLI
98
Kelman-Lazarov Inc
Tennessee
$1.98M
IA
99
IFP Advisors
Florida
$1.92M
BCG
100
Breakwater Capital Group
New Jersey
$1.9M