Institutional Ownership Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA). We have compiled data on the 466 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $6.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,859
shares
|
$276,252
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,720
shares
|
$272,716
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
10,628
shares
|
$270,376
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
10,458
shares
|
$266,051
0.02% of portfolio
|
Q4 2024
Added 91.71%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,428
shares
|
$265,288
0.0% of portfolio
|
Q4 2024
Added 77.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
10,196
shares
|
$259,386
0.0% of portfolio
|
Q4 2024
Added 101.58%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
10,189
shares
|
$259,208
0.0% of portfolio
|
Q4 2024
Added 70.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
10,144
shares
|
$258,063
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,931
shares
|
$252,644
0.0% of portfolio
|
Q4 2024
Added 148.77%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
9,882
shares
|
$251,398
0.01% of portfolio
|
Q4 2024
Added 88.19%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,866
shares
|
$250,991
0.08% of portfolio
|
Q4 2024
Added 99.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,769
shares
|
$248,523
0.01% of portfolio
|
Q4 2024
Added 41.74%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
9,751
shares
|
$248,065
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
9,599
shares
|
$244,198
0.23% of portfolio
|
Q4 2024
Added 132.76%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,550
shares
|
$242,952
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
9,459
shares
|
$240,636
0.0% of portfolio
|
Q4 2024
Added 129.7%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,385
shares
|
$238,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,319
shares
|
$237,075
0.0% of portfolio
|
Q4 2024
Added 63.75%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,230
shares
|
$234,811
0.04% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
8,982
shares
|
$228,502
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
8,872
shares
|
$225,703
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,842
shares
|
$224,940
0.01% of portfolio
|
Q4 2024
Added 115.08%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
8,770
shares
|
$223,108
0.15% of portfolio
|
Q4 2024
Added 37.33%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
8,730
shares
|
$222,091
0.0% of portfolio
|
Q4 2024
Added 8294.23%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
8,709
shares
|
$221,556
0.15% of portfolio
|
Q1 2025
Reduced 4.06%
|