FNDA icon

Schwab Fundamental US Small Company Index ETF
FNDA

Overview Fund Activity

418 hedge funds and large institutions have $6.44B 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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.61%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
51
Increased
150
Reduced
141
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AlphaCore Capital
California
$25.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.22M
3
PC
Prairiewood Capital
North Dakota
$50.3M
4
MWP
Moller Wealth Partners
$36.8M
5
Goldman Sachs
Goldman Sachs
New York
$5.01M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.18B
2
SF
Symphony Financial
Texas
$263K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.36M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$858K
5
AA
ALPS Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
176
JMG Financial Group
Illinois
$597K -$52.4K -1,828 -8%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$590K +$53.2K +1,858 +10%
QWM
178
Quadcap Wealth Management
Texas
$582K – – –
HIP
179
HUB Investment Partners
Texas
$581K +$297K +10,349 +104%
YIH
180
Y-Intercept (HK)
Hong Kong
$577K +$577K +20,141 New
JAG
181
Journey Advisory Group
Kentucky
$562K – – –
CNWM
182
Clay Northam Wealth Management
California
$554K – – –
BGAI
183
Bruce G. Allen Investments
Colorado
$553K +$4.67K +163 +0.9%
AV
184
Aspiring Ventures
Ohio
$551K – – –
MWM
185
Modera Wealth Management
New Jersey
$546K -$2.49K -87 -0.5%
TCM
186
Tandem Capital Management
New Jersey
$538K -$7.45K -260 -1%
CPIG
187
Chicago Partners Investment Group
Illinois
$536K +$513 +17 +0.1%
ONB
188
Old National Bancorp
Indiana
$533K – – –
WF
189
Warner Financial
Maryland
$523K +$12.1K +423 +2%
WRPWM
190
Werba Rubin Papier Wealth Management
California
$520K – – –
CIAS
191
Capital Investment Advisory Services
North Carolina
$518K – – –
LFG
192
Larson Financial Group
Missouri
$516K +$192K +6,715 +60%
JLBC
193
J.L. Bainbridge & Co
Florida
$511K – – –
TSS
194
Two Sigma Securities
New York
$506K +$506K +17,676 New
HS
195
Horan Securities
United States
$494K +$13.6K +473 +3%
OCG
196
Opus Capital Group
Ohio
$492K +$86 +3 +0%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$489K +$47K +1,641 +11%
TWP
198
Tempus Wealth Planning
California
$488K +$34.5K +1,203 +8%
Vanguard Group
199
Vanguard Group
Pennsylvania
$485K +$16.8K +586 +4%
SFG
200
Sowa Financial Group
Rhode Island
$476K +$86 +3 +0%
6 7
8
9 10