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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$1.8M +$70.9K +2,424 +4%
AAS
102
Asset Allocation Strategies
Michigan
$1.75M +$170K +5,820 +10%
SFA
103
Sequoia Financial Advisors
Ohio
$1.74M +$224K +7,651 +14%
IA
104
IFP Advisors
Florida
$1.69M +$114K +3,898 +7%
WW
105
Waterfront Wealth
Kansas
$1.68M +$69.1K +2,362 +4%
LAM
106
Lakewood Asset Management
Illinois
$1.66M -$327K -11,166 -16%
EWA
107
EQ Wealth Advisors
Texas
$1.66M -$107K -3,658 -6%
CIC
108
Cutler Investment Counsel
Oregon
$1.64M -$12.9K -440 -0.7%
AOWM
109
Alpha Omega Wealth Management
Virginia
$1.61M +$85K +2,907 +5%
HAS
110
HBW Advisory Services
California
$1.6M +$110K +3,767 +7%
AAS
111
Avantax Advisory Services
Texas
$1.6M +$117K +3,993 +7%
Lido Advisors
112
Lido Advisors
California
$1.53M +$106K +3,637 +7%
KFS
113
Kaizen Financial Strategies
California
$1.51M -$49K -1,675 -3%
EFG
114
Ethos Financial Group
Pennsylvania
$1.51M +$1.61M +55,081 New
CA
115
Cambridge Advisors
Nebraska
$1.47M -$18.8K -641 -1%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$1.47M -$122K -4,163 -7%
TRCT
117
Tower Research Capital (TRC)
New York
$1.38M +$848K +28,987 +135%
PMG
118
ProVise Management Group
Florida
$1.37M -$303K -10,356 -17%
HWM
119
HB Wealth Management
Georgia
$1.31M +$1.09M +37,396 +359%
SAG
120
SageView Advisory Group
California
$1.27M -$56.9K -1,946 -4%
CA
121
CoreCap Advisors
Michigan
$1.26M -$1.39M -47,440 -51%
VC
122
Vicus Capital
Pennsylvania
$1.25M -$318K -10,886 -19%
Corient Private Wealth
123
Corient Private Wealth
Florida
$1.24M -$373K -12,738 -22%
Betterment LLC
124
Betterment LLC
New York
$1.17M -$32.5K -1,112 -3%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$1.17M +$3.54K +121 +0.3%

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.