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 425 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,780
shares
|
$120,468
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,738
shares
|
$119,130
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,696
shares
|
$117,791
0.0% of portfolio
|
Q3 2024
Reduced 73.84%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,671
shares
|
$116,994
0.05% of portfolio
|
Q3 2024
Reduced 20.85%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,661
shares
|
$116,676
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,620
shares
|
$115,369
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,580
shares
|
$114,094
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
3,575
shares
|
$113,935
0.2% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
3,537
shares
|
$112,724
0.31% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,524
shares
|
$112,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
3,500
shares
|
$111,545
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
3,490
shares
|
$111,226
0.03% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,427
shares
|
$109,218
0.0% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,416
shares
|
$108,867
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,381
shares
|
$107,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
3,355
shares
|
$106,923
0.1% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,274
shares
|
$104,342
0.0% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,203
shares
|
$102,079
0.02% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,994
shares
|
$95,418
0.01% of portfolio
|
Q3 2024
Added 59.77%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,964
shares
|
$94,462
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
2,816
shares
|
$89,745
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,804
shares
|
$89,363
0.0% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
2,756
shares
|
$87,833
0.01% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,453
shares
|
$78,177
0.0% of portfolio
|
Q3 2024
Added 254.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,431
shares
|
$77,475
0.0% of portfolio
|
Q3 2024
Added 14.19%
|