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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
2,132
shares
|
$66,582
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,078
shares
|
$64,895
0.0% of portfolio
|
Q2 2025
Added 82.28%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,924
shares
|
$60,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,900
shares
|
$59,337
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,761
shares
|
$54,996
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,698
shares
|
$53,028
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,616
shares
|
$50,467
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,610
shares
|
$50,280
0.0% of portfolio
|
Q2 2025
Reduced 27.41%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,596
shares
|
$49,843
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,590
shares
|
$49,655
0.03% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,512
shares
|
$47,219
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,504
shares
|
$46,969
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,448
shares
|
$45,221
0.0% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$43,722
0.01% of portfolio
|
Q4 2022
Added 21.53%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,390
shares
|
$43,409
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
1,336
shares
|
$41,723
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,304
shares
|
$40,723
0.0% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,268
shares
|
$39,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,232
shares
|
$38,475
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,216
shares
|
$37,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,156
shares
|
$36,101
0.0% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,144
shares
|
$35,727
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,130
shares
|
$35,289
0.0% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,092
shares
|
$34,103
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,088
shares
|
$33,978
0.01% of portfolio
|
Q4 2024
Added 100.0%
|