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 244 Million shares, which have been reported (via 13F filing form) to have a value of $7.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
10,458
shares
|
$315,517
0.02% of portfolio
|
Q4 2024
Added 91.71%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,428
shares
|
$314,612
0.0% of portfolio
|
Q4 2024
Added 77.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
10,196
shares
|
$307,613
0.0% of portfolio
|
Q4 2024
Added 101.58%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
10,189
shares
|
$307,402
0.0% of portfolio
|
Q4 2024
Added 70.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
10,144
shares
|
$306,044
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,931
shares
|
$299,618
0.0% of portfolio
|
Q4 2024
Added 148.77%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
9,882
shares
|
$298,139
0.01% of portfolio
|
Q4 2024
Added 88.19%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
9,866
shares
|
$297,657
0.08% of portfolio
|
Q4 2024
Added 99.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,769
shares
|
$294,730
0.01% of portfolio
|
Q4 2024
Added 41.74%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,694
shares
|
$292,467
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
9,599
shares
|
$289,601
0.23% of portfolio
|
Q4 2024
Added 132.76%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,550
shares
|
$288,123
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,497
shares
|
$286,524
0.02% of portfolio
|
Q4 2024
Added 89.75%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
9,459
shares
|
$285,378
0.0% of portfolio
|
Q4 2024
Added 129.7%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,385
shares
|
$283,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,319
shares
|
$281,154
0.0% of portfolio
|
Q4 2024
Added 63.75%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
9,172
shares
|
$276,719
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
9,086
shares
|
$274,124
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
9,078
shares
|
$273,883
0.18% of portfolio
|
Q4 2024
Added 100.71%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
8,982
shares
|
$270,986
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
8,872
shares
|
$267,668
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,842
shares
|
$266,763
0.01% of portfolio
|
Q4 2024
Added 115.08%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
8,770
shares
|
$264,590
0.15% of portfolio
|
Q4 2024
Added 37.33%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
8,730
shares
|
$263,384
0.0% of portfolio
|
Q4 2024
Added 8294.23%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
8,703
shares
|
$262,569
0.0% of portfolio
|
Q4 2024
New holding
|