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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,386
shares
|
$111,579
0.0% of portfolio
|
Q4 2024
Added 56.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,289
shares
|
$109,112
0.07% of portfolio
|
Q2 2023
Reduced 5.53%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,972
shares
|
$101,047
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,945
shares
|
$100,360
0.05% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3,778
shares
|
$96,112
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,480
shares
|
$88,531
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,434
shares
|
$87,360
0.0% of portfolio
|
Q4 2024
Added 178.51%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,970
shares
|
$75,556
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,930
shares
|
$74,539
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,874
shares
|
$73,114
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,798
shares
|
$71,181
0.01% of portfolio
|
Q4 2024
Added 36.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
2,756
shares
|
$70,112
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
2,696
shares
|
$68,586
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,641
shares
|
$67,187
0.01% of portfolio
|
Q1 2025
Added 190.54%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,490
shares
|
$63,345
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,436
shares
|
$61,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,412
shares
|
$61,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
2,296
shares
|
$58,410
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,218
shares
|
$56,425
0.0% of portfolio
|
Q1 2025
Added 250.95%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,190
shares
|
$55,713
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
2,132
shares
|
$54,238
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,054
shares
|
$52,253
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,014
shares
|
$51,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,954
shares
|
$49,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
1,900
shares
|
$48,336
0.0% of portfolio
|
Q4 2024
Added 100.0%
|