Schwab Fundamental US Small Company Index ETF
FNDA
425 hedge funds and large institutions have $6.47B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 155 increasing their positions, 141 reducing their positions, and 40 closing their positions.
28% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 40
10% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 141
1% more funds holding
Funds holding: 422 → 425 (+3)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
4% less capital invested
Capital invested by funds: $6.77B → $6.47B (-$294M)
1.58% less ownership
Funds ownership: 79.49% → 77.92% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$24.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.74M |
| 3 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
+$5.09M |
| 4 |
MWP
Moller Wealth Partners
|
+$4.58M |
| 5 |
Goldman Sachs
New York
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$529M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.4M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
-$17M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.8M |
FNDA Hedge Fund Activity: Q2 2025 in Review
425 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q2 2025, worth a combined $6.47B — down 4.4% from $6.77B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new FNDA positions and 40 closed out — a net gain of 11 holders — while 155 added to existing stakes and 141 trimmed.
The largest buyer was AlphaCore Capital, adding an estimated $24.3M. The largest seller was Charles Schwab, cutting an estimated $529M.
- 425 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q2 2025, up from 422 in Q1 2025.
- Funds reported $6.47B of Schwab Fundamental US Small Company Index ETF stock for Q2 2025, down 4.4% quarter-over-quarter.
- 51 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q2 2025 and 40 closed out, a net change of +11 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q2 2025 was AlphaCore Capital, an estimated $24.3M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q2 2025 was Charles Schwab, an estimated $529M sold.
Based on aggregated 13F filings for Q2 2025.