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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,369
shares
|
$75,500
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,335
shares
|
$74,416
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
2,322
shares
|
$74,002
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
2,146
shares
|
$68,393
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,056
shares
|
$65,524
0.02% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,032
shares
|
$64,759
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,988
shares
|
$63,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,986
shares
|
$63,293
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,889
shares
|
$60,202
0.02% of portfolio
|
Q1 2024
Reduced 21.88%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,848
shares
|
$58,895
0.06% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,806
shares
|
$57,557
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,740
shares
|
$55,453
0.04% of portfolio
|
Q1 2023
Added 1947.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,590
shares
|
$50,673
0.03% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,465
shares
|
$46,689
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,437
shares
|
$45,797
0.01% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$44,618
0.01% of portfolio
|
Q4 2022
Added 21.53%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,390
shares
|
$44,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,303
shares
|
$41,526
0.01% of portfolio
|
Q3 2024
Added 740.65%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,245
shares
|
$39,678
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,233
shares
|
$39,295
0.0% of portfolio
|
Q3 2024
Added 119.79%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,095
shares
|
$34,897
0.0% of portfolio
|
Q1 2024
Added 24.57%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
1,066
shares
|
$33,973
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,056
shares
|
$33,654
0.0% of portfolio
|
Q1 2020
Added 41.48%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
1,031
shares
|
$32,857
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
955
shares
|
$30,435
0.01% of portfolio
|
Q4 2023
Reduced 22.48%
|