Who Owns Schwab Fundamental U.S. Small Company Index ETF (FNDA)?Hedge Fund & Institutional Holders

$31.95-0.18 (-0.56%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.001919056540004e+233T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$23.85$26.62$29.39$32.15$34.92Sep 24Jun 25Mar 26

FNDA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Steele Capital Management, Inc.New Position+2.0M+$64.5M
VANTAGEPOINT INVESTMENT ADVISERS LLCNew Position+1.6M+$49.4M
Riverpoint Wealth Management Holdings, LLCNew Position+1.1M+$36.0M
Solitude Financial ServicesNew Position+1000K+$31.5M
Ironwood Investment Counsel, LLCNew Position+988K+$31.0M
Resonant Capital Advisors, LLCNew Position+921K+$29.0M
Sanctuary Advisors, LLCNew Position+1.0M+$28.6M
First Pacific FinancialNew Position+893K+$28.1M
Trilogy Capital Inc.New Position+737K+$23.2M
Wealth Forward, LLCNew Position+588K+$18.5M
Goldstone Financial Group, LLCNew Position+502K+$15.8M
Womack Financial LLCNew Position+534K+$15.8M
Shore Point Advisors, LLCNew Position+600K+$15.2M
FOSTER & MOTLEY INCNew Position+481K+$15.1M
Cerity Partners LLCNew Position+523K+$15.0M

FNDA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-782K-$5.6T
Clarius Group, LLCDecreased-29K-$59.7B
MORGAN STANLEYDecreased-4K-$40.1B
MOLLER WEALTH PARTNERSDecreased-17K-$38.4B
AMERIPRISE FINANCIAL INCDecreased-80K-$32.5B
AlphaCore Capital LLCDecreased-15K-$28.5B
OSAIC HOLDINGS, INC.Decreased-52K-$22.4B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-486K-$15.2B
Manske Wealth ManagementDecreased-374K-$14.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-394K-$12.8B
Focus Partners Advisor Solutions, LLCDecreased-191K-$12.0B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-84K-$11.2B
Wealthspire Retirement, LLCDecreased-60K-$8.3B
ROYAL BANK OF CANADADecreased-176K-$8.1B
Cresset Asset Management, LLCDecreased-40K-$5.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc635,328$20.0B3.17%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC179,435,936$5.7B0.88%Share
3Mengis Capital Management, Inc.12,625$397.8M0.07%Share
4TD Capital Management LLC4,752$149.8M0.01%Share
5WADDELL & ASSOCIATES, LLC2,823,762$88.0M5.94%Share
6Steele Capital Management, Inc.2,047,126$64.5M2.77%Share
7Prairiewood Capital, LLC1,989,955$62.7M19.47%Share
8Clarius Group, LLC1,889,725$59.5M3.40%Share
9VANTAGEPOINT INVESTMENT ADVISERS LLC1,566,243$49.4M0.40%Share
10UBS Group AG1,428,456$45.0M0.01%Share
11MORGAN STANLEY1,264,753$39.0M0.00%Share
12MOLLER WEALTH PARTNERS1,217,660$38.4M8.03%Share
13Riverpoint Wealth Management Holdings, LLC1,142,826$36.0M7.73%Share
14Solitude Financial Services999,593$31.5M10.38%Share
15Ironwood Investment Counsel, LLC988,333$31.0M4.33%Share
16AMERIPRISE FINANCIAL INC959,761$30.0M0.01%Share
17Resonant Capital Advisors, LLC920,862$29.0M1.59%Share
18First Pacific Financial892,877$28.1M3.67%Share
19AlphaCore Capital LLC902,501$28.0M0.62%Share
20Trilogy Capital Inc.737,096$23.2M1.04%Share
21Gemmer Asset Management LLC640,871$20.2M1.55%Share
22OSAIC HOLDINGS, INC.638,893$20.0M0.03%Share
23Wealth Forward, LLC587,546$18.5M10.46%Share
24BANK OF AMERICA CORP /DE/599,521$18.0M0.00%Share
25Goldstone Financial Group, LLC502,470$15.8M1.76%Share
26Shore Point Advisors, LLC599,669$15.2M6.41%Share
27FOSTER & MOTLEY INC480,550$15.1M0.81%Share
28Cerity Partners LLC504,171$15.0M0.02%Share
29Mariner, LLC496,604$15.0M0.02%Share
30Seven Springs Wealth Group, LLC469,967$14.8M4.23%Share
31LPL Financial LLC445,232$14.0M0.00%Share
32Charles Schwab Trust Co403,256$12.7M0.84%Share
33MAI Capital Management387,376$12.0M0.07%Share
34COLLECTIVE FAMILY OFFICE LLC356,359$11.2M2.58%Share
35Creative Planning367,138$11.0M0.01%Share
36Grey Ledge Advisors, LLC331,598$10.4M2.36%Share
37Opes Wealth Management LLC310,481$9.8M1.60%Share
38Sound Stewardship, LLC301,204$9.5M4.55%Share
39Accredited Investors Inc.297,794$9.4M0.50%Share
40Arlington Financial Advisors, LLC295,147$9.3M1.33%Share
41Sanctuary Advisors, LLC316,228$9.1M0.06%Share
42HORAN Wealth, LLC285,732$9.0M1.38%Share
43Savant Capital, LLC298,827$9.0M0.05%Share
44Sanctuary Advisors, LLC321,861$8.8M0.06%Share
45Sanctuary Advisors, LLC321,861$8.8M0.06%Share
46BANK OF AMERICA CORP /DE/285,020$8.0M0.00%Share
47Waverly Advisors, LLC281,555$8.0M0.06%Share
48GREAT VALLEY ADVISOR GROUP, INC.274,683$8.0M0.15%Share
49Pasadena Private Wealth, LLC233,079$7.3M1.00%Share
50Wealthspire Retirement, LLC231,418$7.3M0.44%Share

FNDA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025447$27.6B+207
Q3 2025240$6.4T-155
Q2 2025395$6.3T-19
Q1 2025414$6.7T+60
Q4 2024354$247.3T+87
Q3 2024267$6359.1T+11
Q2 2024256$5858.7T+14
Q1 2024242$520.0T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold FNDA (Schwab Fundamental U.S. Small Company Index ETF). The largest holder is Bell Investment Advisors, Inc with $20.0B in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FNDA?

As of Q4 2025, 50 institutional investors report holding FNDA (Schwab Fundamental U.S. Small Company Index ETF) in their 13F filings.

Who is the largest institutional holder of FNDA?

The largest institutional holder of FNDA is Bell Investment Advisors, Inc with $20.0B in shares.

Is institutional ownership of FNDA increasing or decreasing?

This quarter, 15 institutions opened new positions in FNDA and 1 closed their positions.