Schwab Fundamental U S Small C FNDA
Institutional shares held
119 Million
0
calls
0
puts
Total value of holdings
$7.13B
$0
calls
$0
puts
# of Institutions
388
We take great care to ensure that the data presented and summarized in this overview for SCHWAB FUNDAMENTAL U S SMALL C is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FNDA
View all-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.73 Billion7.52% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$176 Million3.77% of portfolio
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Waddell & Associates, LLC1.23MShares$73.5 Million9.56% of portfolio
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Clarius Group, LLC Seattle, WA1.05MShares$62.5 Million4.14% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$58.3 Million3.0% of portfolio
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Morgan Stanley New York, NY924KShares$55.2 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN879KShares$52.5 Million0.01% of portfolio
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Prairiewood Capital, LLC636KShares$37.9 Million16.6% of portfolio
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Trilogy Capital Inc.633KShares$37.8 Million1.92% of portfolio
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Solitude Financial Services538KShares$32.1 Million13.73% of portfolio