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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
8,703
shares
|
$221,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
8,602
shares
|
$218,834
0.02% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,569
shares
|
$217,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,500
shares
|
$216,240
0.0% of portfolio
|
Q4 2024
Added 67.13%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
8,452
shares
|
$215,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
8,444
shares
|
$214,815
0.02% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,411
shares
|
$213,975
0.0% of portfolio
|
Q2 2024
Added 105037.5%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
8,372
shares
|
$212,983
0.04% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
8,336
shares
|
$212,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
8,197
shares
|
$208,531
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
8,121
shares
|
$206,598
0.02% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
8,116
shares
|
$206,471
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,932
shares
|
$201,790
0.0% of portfolio
|
Q4 2024
Added 131.46%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,835
shares
|
$199,322
0.1% of portfolio
|
Q4 2024
Added 98.4%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
7,710
shares
|
$196,142
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
7,619
shares
|
$193,827
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
7,559
shares
|
$192,300
0.01% of portfolio
|
Q4 2024
Added 99.97%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,468
shares
|
$189,985
0.0% of portfolio
|
Q4 2024
Added 97.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,455
shares
|
$189,655
0.01% of portfolio
|
Q4 2024
Added 76.45%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
7,425
shares
|
$188,892
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
7,372
shares
|
$187,543
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,363
shares
|
$187,314
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
7,342
shares
|
$186,780
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
7,332
shares
|
$186,526
0.19% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,321
shares
|
$186,246
0.02% of portfolio
|
Q3 2023
Reduced 8.09%
|