FNDA icon

Schwab Fundamental US Small Company Index ETF

419 hedge funds and large institutions have $6.46B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 40 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

Top Sellers

1 -$559M
2 -$166M
3 -$21.6M
4
AA
ALPS Advisors
Colorado
-$17M
5
UBS Group
UBS Group
Switzerland
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$831K
JCIA
152
Jackson Creek Investment Advisors
Colorado
$821K
Stifel Financial
153
Stifel Financial
Missouri
$816K
BWM
154
BCS Wealth Management
Tennessee
$801K
TAM
155
Townsend Asset Management
North Carolina
$790K
DWT
156
Dorsey & Whitney Trust
South Dakota
$787K
TFS
157
Thoroughbred Financial Services
Tennessee
$770K
FFN
158
Focus Financial Network
Minnesota
$769K
AWM
159
Axxcess Wealth Management
California
$753K
FAG
160
Financial Architects (Georgia)
Georgia
$740K
QCM
161
Quantinno Capital Management
New York
$739K
AQR Capital Management
162
AQR Capital Management
Connecticut
$737K
CFO
163
CVA Family Office
Colorado
$737K
BPA
164
Beacon Pointe Advisors
California
$734K
WTA
165
Washington Trust Advisors
Massachusetts
$727K
Wealthfront Advisers
166
Wealthfront Advisers
California
$720K
Comerica Bank
167
Comerica Bank
Texas
$718K
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$713K
APW
169
Austin Private Wealth
Texas
$668K
CGH
170
Crossmark Global Holdings
Texas
$654K
SI
171
Stephens Inc
Arkansas
$651K
Neuberger Berman Group
172
Neuberger Berman Group
New York
$648K
HI
173
Harbour Investments
Wisconsin
$636K
LIA
174
LBMC Investment Advisors
Tennessee
$626K
CCA
175
Clarity Capital Advisors
Florida
$620K