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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
7,358
shares
|
$229,790
0.02% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
7,353
shares
|
$229,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
7,342
shares
|
$229,290
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,321
shares
|
$228,634
0.02% of portfolio
|
Q3 2023
Reduced 8.09%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
7,219
shares
|
$225,449
0.18% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,184
shares
|
$224,356
0.0% of portfolio
|
Q3 2023
Reduced 36.6%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
7,000
shares
|
$218,610
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,973
shares
|
$217,766
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,969
shares
|
$217,641
0.05% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,854
shares
|
$214,050
0.01% of portfolio
|
Q2 2025
Reduced 74.6%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
6,741
shares
|
$210,521
0.1% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,716
shares
|
$209,740
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
6,639
shares
|
$207,335
0.05% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,570
shares
|
$205,181
0.0% of portfolio
|
Q4 2022
Reduced 2.41%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
6,407
shares
|
$200,090
0.07% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
6,137
shares
|
$191,658
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,117
shares
|
$191,033
0.0% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,997
shares
|
$187,286
0.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,777
shares
|
$180,415
0.0% of portfolio
|
Q2 2025
Reduced 24.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
5,758
shares
|
$179,822
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,637
shares
|
$176,043
0.0% of portfolio
|
Q2 2025
Reduced 36.28%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,599
shares
|
$174,856
0.11% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,556
shares
|
$173,513
0.0% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,545
shares
|
$173,170
0.28% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5,460
shares
|
$170,515
0.06% of portfolio
|
Q2 2025
Added 38.4%
|