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 464 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.11 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
12,136
shares
|
$379,007
0.01% of portfolio
|
Q1 2025
Added 3.94%
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
11,968
shares
|
$373,760
0.02% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
11,816
shares
|
$369,013
0.23% of portfolio
|
Q2 2025
Reduced 45.28%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,557
shares
|
$360,925
0.02% of portfolio
|
Q4 2023
New holding
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11,473
shares
|
$358,301
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,159
shares
|
$348,495
0.0% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
11,109
shares
|
$346,934
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,092
shares
|
$346,403
0.02% of portfolio
|
Q4 2023
Added 114.55%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,058
shares
|
$345,341
0.02% of portfolio
|
Q2 2025
New holding
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
11,047
shares
|
$344,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
10,958
shares
|
$342,218
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
10,926
shares
|
$341,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,914
shares
|
$340,844
0.01% of portfolio
|
Q2 2025
New holding
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,859
shares
|
$339,126
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,810
shares
|
$337,596
0.04% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,706
shares
|
$334,348
0.0% of portfolio
|
Q1 2025
Added 22.63%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
10,661
shares
|
$332,943
0.01% of portfolio
|
Q2 2025
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
10,346
shares
|
$323,105
0.02% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
10,334
shares
|
$322,730
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,199
shares
|
$318,514
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,191
shares
|
$318,264
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,057
shares
|
$314,080
0.0% of portfolio
|
Q2 2025
Added 44.93%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,880
shares
|
$308,552
0.03% of portfolio
|
Q2 2025
New holding
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
9,751
shares
|
$304,523
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,662
shares
|
$301,744
0.01% of portfolio
|
Q2 2025
Reduced 16.69%
|