Schwab Fundamental US Small Company Index ETF
FNDA
422 hedge funds and large institutions have $6.77B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 181 increasing their positions, 114 reducing their positions, and 59 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 114
0.44% more ownership
Funds ownership: 79.05% → 79.49% (+0.44%)
5% less funds holding
Funds holding: 445 → 422 (-23)
7% less capital invested
Capital invested by funds: $7.28B → $6.77B (-$512M)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
31% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$32.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.9M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$10.8M |
| 4 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$7.59M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.6M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$15.3M |
| 3 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
-$5.46M |
| 4 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
-$3.59M |
| 5 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$3.24M |
FNDA Hedge Fund Activity: Q1 2025 in Review
422 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q1 2025, worth a combined $6.77B — down 7% from $7.28B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of FNDA and 41 opened new positions — a net loss of 18 holders — while 114 trimmed existing stakes and 181 added.
The largest buyer was Charles Schwab, adding an estimated $32.2M. The largest seller was Ameriprise, cutting an estimated $16.6M.
- 422 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2025, down from 445 in Q4 2024.
- Funds reported $6.77B of Schwab Fundamental US Small Company Index ETF stock for Q1 2025, down 7% quarter-over-quarter.
- 41 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2025 and 59 closed out, a net change of -18 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q1 2025 was Charles Schwab, an estimated $32.2M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q1 2025 was Ameriprise, an estimated $16.6M sold.
Based on aggregated 13F filings for Q1 2025.