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 244 Million shares, which have been reported (via 13F filing form) to have a value of $7.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,828
shares
|
$55,150
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,806
shares
|
$54,487
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
|
$53,642
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,758
shares
|
$53,038
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,756
shares
|
$52,978
0.0% of portfolio
|
Q4 2024
Added 945.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,745
shares
|
$52,646
0.0% of portfolio
|
Q4 2024
Added 100.11%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
1,688
shares
|
$50,926
0.01% of portfolio
|
Q4 2024
Added 95.14%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,662
shares
|
$50,142
0.0% of portfolio
|
Q4 2024
Added 97.62%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,616
shares
|
$48,754
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,600
shares
|
$48,272
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$48,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,590
shares
|
$47,970
0.03% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1,472
shares
|
$44,410
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,440
shares
|
$43,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,440
shares
|
$43,444
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$42,238
0.01% of portfolio
|
Q4 2022
Added 21.53%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,390
shares
|
$41,936
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,336
shares
|
$40,307
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,304
shares
|
$39,341
0.0% of portfolio
|
Q4 2024
Added 87.63%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,268
shares
|
$38,255
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,232
shares
|
$37,169
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,178
shares
|
$35,540
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,144
shares
|
$34,514
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,130
shares
|
$34,092
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,092
shares
|
$32,945
0.01% of portfolio
|
Q4 2024
Added 100.0%
|