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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,806
shares
|
$45,944
0.04% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,778
shares
|
$45,232
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,758
shares
|
$44,723
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,745
shares
|
$44,392
0.0% of portfolio
|
Q4 2024
Added 100.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,703
shares
|
$43,324
0.0% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,662
shares
|
$42,281
0.0% of portfolio
|
Q4 2024
Added 97.62%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,616
shares
|
$41,111
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,600
shares
|
$40,704
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$40,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,598
shares
|
$40,653
0.0% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,590
shares
|
$40,449
0.03% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1,472
shares
|
$37,447
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,440
shares
|
$36,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$35,616
0.01% of portfolio
|
Q4 2022
Added 21.53%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,390
shares
|
$35,361
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,353
shares
|
$34,420
0.01% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,336
shares
|
$33,987
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,232
shares
|
$31,342
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,210
shares
|
$30,782
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,198
shares
|
$30,477
0.0% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,178
shares
|
$29,968
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,144
shares
|
$29,103
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,130
shares
|
$28,747
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,092
shares
|
$27,780
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,088
shares
|
$27,678
0.01% of portfolio
|
Q4 2024
Added 100.0%
|