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 465 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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,294
shares
|
$158,025
0.01% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
4,764
shares
|
$142,205
0.07% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,755
shares
|
$141,936
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,738
shares
|
$141,429
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
4,716
shares
|
$140,772
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,690
shares
|
$139,996
0.0% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
4,584
shares
|
$136,832
0.05% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,477
shares
|
$133,638
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
4,316
shares
|
$128,832
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,289
shares
|
$128,026
0.07% of portfolio
|
Q2 2023
Reduced 5.53%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,174
shares
|
$124,593
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,847
shares
|
$114,832
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,778
shares
|
$112,773
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,542
shares
|
$105,728
0.0% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,960
shares
|
$88,356
0.03% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,930
shares
|
$87,460
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,874
shares
|
$85,788
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,850
shares
|
$85,072
0.0% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,766
shares
|
$82,565
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,756
shares
|
$82,266
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
2,696
shares
|
$80,475
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
2,490
shares
|
$74,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,482
shares
|
$74,087
0.0% of portfolio
|
Q2 2025
Added 59.72%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
2,466
shares
|
$73,610
0.02% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,436
shares
|
$72,714
0.0% of portfolio
|
Q4 2024
New holding
|