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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
9,641
shares
|
$301,088
0.22% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
9,554
shares
|
$298,371
0.1% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
9,392
shares
|
$293,312
0.01% of portfolio
|
Q2 2025
Reduced 29.84%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,317
shares
|
$290,969
0.0% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
9,269
shares
|
$289,470
0.0% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
8,982
shares
|
$280,507
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,967
shares
|
$280,039
0.14% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,904
shares
|
$278,071
0.01% of portfolio
|
Q2 2025
Reduced 66.39%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
8,742
shares
|
$273,012
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,411
shares
|
$262,675
0.0% of portfolio
|
Q2 2024
Added 105037.5%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,328
shares
|
$260,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
8,254
shares
|
$257,772
0.0% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
8,125
shares
|
$253,743
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,018
shares
|
$250,402
0.02% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7,983
shares
|
$249,309
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
7,974
shares
|
$249,028
0.14% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
7,736
shares
|
$241,595
0.04% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
7,674
shares
|
$239,659
0.1% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,657
shares
|
$239,128
0.0% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
7,643
shares
|
$238,690
0.01% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
7,559
shares
|
$236,067
0.01% of portfolio
|
Q4 2024
Added 99.97%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,510
shares
|
$234,537
0.01% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
7,390
shares
|
$230,789
0.07% of portfolio
|
Q2 2025
Reduced 48.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
7,375
shares
|
$230,321
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
7,362
shares
|
$229,915
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|