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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
7,184
shares
|
$182,760
0.06% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,184
shares
|
$182,760
0.0% of portfolio
|
Q3 2023
Reduced 36.6%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
7,160
shares
|
$182,150
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
7,150
shares
|
$181,896
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,048
shares
|
$179,301
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,973
shares
|
$177,393
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,892
shares
|
$175,332
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
6,791
shares
|
$172,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
6,752
shares
|
$171,770
0.02% of portfolio
|
Q4 2024
Added 110.8%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,570
shares
|
$167,140
0.0% of portfolio
|
Q4 2022
Reduced 2.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,984
shares
|
$152,232
0.01% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
5,740
shares
|
$146,025
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
5,693
shares
|
$144,829
0.09% of portfolio
|
Q4 2024
Added 208.06%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,599
shares
|
$142,438
0.11% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,561
shares
|
$141,471
0.0% of portfolio
|
Q4 2024
Added 69.85%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,545
shares
|
$141,064
0.28% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
5,512
shares
|
$140,225
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
5,360
shares
|
$136,358
0.01% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,127
shares
|
$130,430
0.05% of portfolio
|
Q4 2024
Added 138.91%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,048
shares
|
$128,421
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,738
shares
|
$120,534
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,707
shares
|
$119,746
0.07% of portfolio
|
Q4 2024
Added 40.3%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
4,695
shares
|
$119,440
0.01% of portfolio
|
Q4 2024
Added 101.07%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
4,644
shares
|
$118,143
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,428
shares
|
$112,648
0.0% of portfolio
|
Q4 2024
Added 82.15%
|