Schwab Fundamental US Small Company Index ETF
FNDA
475 hedge funds and large institutions have $7.36B invested in Schwab Fundamental US Small Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 163 increasing their positions, 140 reducing their positions, and 27 closing their positions.
100% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 27
16% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 140
3% more funds holding
Funds holding: 459 → 475 (+16)
4% more capital invested
Capital invested by funds: $7.11B → $7.36B (+$249M)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
0.07% less ownership
Funds ownership: 79.32% → 79.25% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$125M |
| 2 |
HW
HORAN Wealth
Cincinnati,
Ohio
|
+$9.75M |
| 3 |
Goldman Sachs
New York
|
+$4.95M |
| 4 |
SSWG
Seven Springs Wealth Group
Brentwood,
Tennessee
|
+$3.41M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.4M |
| 2 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
-$8.07M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$6.5M |
| 4 |
BIA
Bell Investment Advisors
Oakland,
California
|
-$6.29M |
| 5 |
Morgan Stanley
New York
|
-$5.15M |
FNDA Hedge Fund Activity: Q1 2026 in Review
475 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Small Company Index ETF (FNDA) for Q1 2026, worth a combined $7.36B — up 3.5% from $7.11B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new FNDA positions and 27 closed out — a net gain of 27 holders — while 163 added to existing stakes and 140 trimmed.
The largest buyer was Clearstead Advisors, adding an estimated $125M. The largest seller was Osaic Holdings, cutting an estimated $18.4M.
- 475 institutional investors held Schwab Fundamental US Small Company Index ETF (FNDA) as of Q1 2026, up from 459 in Q4 2025.
- Funds reported $7.36B of Schwab Fundamental US Small Company Index ETF stock for Q1 2026, up 3.5% quarter-over-quarter.
- 54 funds opened new Schwab Fundamental US Small Company Index ETF positions in Q1 2026 and 27 closed out, a net change of +27 holders.
- The largest Schwab Fundamental US Small Company Index ETF buyer in Q1 2026 was Clearstead Advisors, an estimated $125M added.
- The largest Schwab Fundamental US Small Company Index ETF seller in Q1 2026 was Osaic Holdings, an estimated $18.4M sold.
Based on aggregated 13F filings for Q1 2026.