Schwab Fundamental US Small Company Index ETF
FNDA
461 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 61 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 40 closing their positions.
53% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 40
44% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 125
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
3% more funds holding
Funds holding: 447 → 461 (+14)
2.96% more ownership
Funds ownership: 76.34% → 79.3% (+3%)
1% more capital invested
Capital invested by funds: $7.02B → $7.11B (+$80.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$6.16M |
| 2 |
PC
Prairiewood Capital
Fargo,
North Dakota
|
+$4.95M |
| 3 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$4.51M |
| 4 |
SCM
Steele Capital Management
Dubuque,
Iowa
|
+$2.55M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$24.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.2M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$5.96M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.5M |
| 5 |
AI
Accredited Investors
Edina,
Minnesota
|
-$4.03M |
FNDA Hedge Fund Activity: Q4 2025 in Review
461 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q4 2025, worth a combined $7.11B — up 1.1% from $7.02B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new FNDA positions and 40 closed out — a net gain of 21 holders — while 180 added to existing stakes and 125 trimmed.
The largest buyer was Mariner, adding an estimated $6.16M. The largest seller was Charles Schwab, cutting an estimated $24.4M.
- 461 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q4 2025, up from 447 in Q3 2025.
- Funds reported $7.11B of Schwab Fundamental US Small Company Index ETF stock for Q4 2025, up 1.1% quarter-over-quarter.
- 61 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q4 2025 and 40 closed out, a net change of +21 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q4 2025 was Mariner, an estimated $6.16M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q4 2025 was Charles Schwab, an estimated $24.4M sold.
Based on aggregated 13F filings for Q4 2025.