SCHWAB FNDMNTL US SM CO ETF (FNDA) Institutional Ownership Changes & 13F Activity

SCHWAB FNDMNTL US SM CO ETF (FNDA) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy5,37360,983$1,977,694
Q4 2025Sequoia Financial AdvisorsSell-5,21155,610$1,752,258
Q3 2025Sequoia Financial AdvisorsBuy1,89460,821$1,895,178
Q2 2025Sequoia Financial AdvisorsSell-4,61458,927$1,688,251
Q1 2025Sequoia Financial AdvisorsBuy7,65163,541$1,740,396
Q1 2025Renaissance Technologies LLCBuy6,00040,100$1,098,339
Q4 2024Renaissance Technologies LLCBuy28,10034,100$1,012,770
Q4 2024Sequoia Financial AdvisorsBuy27,82555,890$1,659,946
Q3 2024Sequoia Financial AdvisorsBuy5,04828,065$1,671,817
Q2 2024Renaissance Technologies LLCSell-4,5006,000$329,520
Q2 2024Sequoia Financial AdvisorsBuy37123,017$1,264,096
Q1 2024Renaissance Technologies LLCBuy2,50010,500$599
Q1 2024Sequoia Financial AdvisorsBuy65622,646$1,291,504
Q4 2023Renaissance Technologies LLCSell-7,7008,000$443
Q4 2023Sequoia Financial AdvisorsBuy2,68321,990$1,217,133
Q3 2023Renaissance Technologies LLCBuy10,30015,700$761
Q3 2023Sequoia Financial AdvisorsBuy68319,307$936,180
Q2 2023Sequoia Financial AdvisorsBuy12,22018,624$939,584
Q2 2023Renaissance Technologies LLCSell-2,3005,400$272
Q1 2023Sequoia Financial AdvisorsBuy1,8396,404$311,683
Q4 2022Renaissance Technologies LLCSell-16,2007,700$360
Q4 2022Sequoia Financial AdvisorsBuy4,5654,565$213,277
Q3 2022Renaissance Technologies LLCSell-60023,900$1,016
Q2 2022Renaissance Technologies LLCBuy20,30024,500$1,109
Q1 2022Renaissance Technologies LLCSell-3,8004,200$225
Q3 2021Renaissance Technologies LLCSell-5008,000$421
Q2 2021Renaissance Technologies LLCBuy8,5008,500$462

Frequently asked questions about FNDA activity

  • Which institutional owners are buying FNDA?

    Institutional owners buying FNDA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FNDA activity?

    "Buy" means an investor increased their reported position in FNDA compared to the prior reporting period. This reflects growing exposure to SCHWAB FNDMNTL US SM CO ETF (FNDA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FNDA increasing?

    Institutional interest in FNDA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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