FNDA icon

Schwab Fundamental US Small Company Index ETF

445 hedge funds and large institutions have $7.09B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$1.02M
HAP
152
Harbor Asset Planning
Massachusetts
$1.02M
EGM
153
Engineers Gate Manager
New York
$1.01M
BAMG
154
Brand Asset Management Group
Missouri
$998K
MA
155
Mutual Advisors
Nebraska
$976K
BPA
156
Beacon Pointe Advisors
California
$969K
BC
157
Brio Consultants
California
$937K
EFG
158
Ethos Financial Group
Pennsylvania
$916K
Stifel Financial
159
Stifel Financial
Missouri
$893K
FAG
160
Financial Architects (Georgia)
Georgia
$889K
LIM
161
Leavell Investment Management
Alabama
$866K
DWT
162
Dorsey & Whitney Trust
South Dakota
$865K
Baird Financial Group
163
Baird Financial Group
Wisconsin
$863K
TFS
164
Thoroughbred Financial Services
Tennessee
$822K
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$810K
FFN
166
Focus Financial Network
Minnesota
$802K
Comerica Bank
167
Comerica Bank
Texas
$799K
HI
168
Harbour Investments
Wisconsin
$796K
WTA
169
Washington Trust Advisors
Massachusetts
$788K
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$764K
SI
171
Stephens Inc
Arkansas
$745K
TAM
172
Townsend Asset Management
North Carolina
$742K
CFO
173
CVA Family Office
Colorado
$740K
Neuberger Berman Group
174
Neuberger Berman Group
New York
$739K
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$738K