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Schwab Fundamental US Small Company Index ETF
FNDA
FNDA
457 hedge funds and large institutions have $7.11B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 180 increasing their positions, 124 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
45% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 124
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
2.98% more ownership
Funds ownership: 76.32% → 79.3% (+3%)
3% more funds holding
Funds holding: 445 → 457 (+12)
1% more capital invested
Capital invested by funds: $7.03B → $7.11B (+$78.9M)
Holders
457
Holders Change
+12
Holders Change %
+2.7%
% of All Funds
5.56%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
59
Increased
180
Reduced
124
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mariner
Overland Park,
Kansas
|
+$6.16M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$4.98M |
| 3 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
+$4.95M |
| 4 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$4.51M |
| 5 |
SCM
Steele Capital Management
Dubuque,
Iowa
|
+$2.55M |
