We are live on ! Find out more
FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

444 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 149 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 32

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

18% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 126

10% more funds holding

Funds holding: 402 → 444 (+42)

4% more capital invested

Capital invested by funds: $7.21B → $7.5B (+$288M)

79.98% less ownership

Funds ownership: 159.02% → 79.03% (-80%)

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% 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
80
Increased
149
Reduced
126
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$51.2M
2
Cerity Partners
Cerity Partners
New York
+$20.1M
3
AI
Accredited Investors
Minnesota
+$3.27M
4
IIC
Ironwood Investment Counsel
Arizona
+$3.08M
5
PC
Prairiewood Capital
North Dakota
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$19.7M
2
AA
ALPS Advisors
Colorado
-$8.9M
3
CAM
Cresset Asset Management
Illinois
-$5.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.04M
5
MSFS
Main Street Financial Solutions
Pennsylvania
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
151
Washington Trust Advisors
Massachusetts
$848K – – –
CFO
152
CVA Family Office
Colorado
$845K +$2.26K +74 +0.3%
Wealthfront Advisers
153
Wealthfront Advisers
California
$835K +$339K +11,085 +65%
DWT
154
Dorsey & Whitney Trust
South Dakota
$816K – – –
Comerica Bank
155
Comerica Bank
Texas
$811K +$32.1K +1,050 +4%
JCIA
156
Jackson Creek Investment Advisors
Colorado
$809K +$15.8K +516 +2%
LIA
157
LBMC Investment Advisors
Tennessee
$792K – – –
GFP
158
Guardian Financial Partners
California
$787K +$99.6K +3,261 +14%
SEIA
159
Signature Estate & Investment Advisors
California
$756K +$65.8K +2,153 +9%
MA
160
Mutual Advisors
Nebraska
$732K -$812K -26,597 -52%
Citadel Advisors
161
Citadel Advisors
Florida
$728K +$257K +8,427 +52%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$703K – – –
DWM
163
Dechtman Wealth Management
Colorado
$687K -$571K -18,690 -45%
E
164
EntreWealth
Texas
$679K +$352K +11,524 New
FFN
165
Focus Financial Network
Minnesota
$658K -$17K -555 -2%
TCM
166
Tandem Capital Management
New Jersey
$651K +$3.05K +100 +0.5%
CCA
167
Clarity Capital Advisors
Florida
$640K +$3.42K +112 +0.5%
TRCT
168
Tower Research Capital (TRC)
New York
$637K -$252K -8,251 -28%
AF
169
Advisornet Financial
Minnesota
$634K -$25.5K -835 -4%
HS
170
Horan Securities
United States
$627K +$183 +6 +0%
BWM
171
BCS Wealth Management
Tennessee
$619K +$636K +20,828 New
QWM
172
Quadcap Wealth Management
Texas
$611K – – –
MWM
173
Modera Wealth Management
New Jersey
$601K +$76.7K +2,511 +14%
FFA
174
Farther Finance Advisors
California
$595K -$122K -4,010 -17%
AV
175
Aspiring Ventures
Ohio
$586K +$587K +19,219 New
5 6
7
8 9

FNDA Hedge Fund Activity: Q4 2024 in Review

444 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2024, worth a combined $7.5B — up 4% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new FNDA positions and 32 closed out — a net gain of 48 holders — while 149 added to existing stakes and 126 trimmed.

The largest buyer was Charles Schwab, adding an estimated $51.2M. The largest seller was Sanctuary Advisors, cutting an estimated $19.7M.

  • 444 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $7.5B of Schwab Fundamental US Small Company Index ETF stock for Q4 2024, up 4% quarter-over-quarter.
  • 80 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2024 and 32 closed out, a net change of +48 holders.
  • The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2024 was Charles Schwab, an estimated $51.2M added.
  • The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2024 was Sanctuary Advisors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2024.