FNDA icon

Schwab Fundamental US Small Company Index ETF

438 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$852K
FFN
152
Focus Financial Network
Minnesota
$826K
TFS
153
Thoroughbred Financial Services
Tennessee
$813K
FAG
154
Financial Architects (Georgia)
Georgia
$805K
Empower Advisory Group
155
Empower Advisory Group
Colorado
$804K
HI
156
Harbour Investments
Wisconsin
$803K
CA
157
CoreCap Advisors
Michigan
$793K
WTA
158
Washington Trust Advisors
Massachusetts
$787K
Comerica Bank
159
Comerica Bank
Texas
$777K
AWM
160
Axxcess Wealth Management
California
$739K
SI
161
Stephens Inc
Arkansas
$736K
TAM
162
Townsend Asset Management
North Carolina
$733K
CFO
163
CVA Family Office
Colorado
$731K
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$713K
Neuberger Berman Group
165
Neuberger Berman Group
New York
$705K
APW
166
Austin Private Wealth
Texas
$702K
Two Sigma Investments
167
Two Sigma Investments
New York
$689K
LIA
168
LBMC Investment Advisors
Tennessee
$681K
CCA
169
Clarity Capital Advisors
Florida
$676K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$674K
Baird Financial Group
171
Baird Financial Group
Wisconsin
$665K
MWM
172
Modera Wealth Management
New Jersey
$657K
JFG
173
JMG Financial Group
Illinois
$650K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$639K
QWM
175
Quadcap Wealth Management
Texas
$633K