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Schwab Fundamental US Small Company Index ETF

447 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $6.47B → $7.02B (+$551M)

5% more funds holding

Funds holding: 425447 (+22)

9% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 138

1.58% less ownership

Funds ownership: 77.92%76.34% (-1.6%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
447
Holders Change
+22
Holders Change %
+5.18%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.22%
New
54
Increased
151
Reduced
138
Closed
19
Calls
Puts
Net Calls
Net Calls Change

FNDA Hedge Fund Activity: Q3 2025 in Review

447 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q3 2025, worth a combined $7.02B — up 8.5% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FNDA positions and 19 closed out — a net gain of 35 holders — while 151 added to existing stakes and 138 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $47.6M. The largest seller was Charles Schwab, cutting an estimated $17.1M.

  • 447 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q3 2025, up from 425 in Q2 2025.
  • Funds reported $7.02B of Schwab Fundamental US Small Company Index ETF stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 54 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q3 2025 and 19 closed out, a net change of +35 holders.
  • The largest Schwab Fundamental US Small Company Index ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $47.6M added.
  • The largest Schwab Fundamental US Small Company Index ETF seller in Q3 2025 was Charles Schwab, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.