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 425 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
159
shares
|
$5,067
0.0% of portfolio
|
Q3 2024
Added 307.69%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
140
shares
|
$4,461
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$3,983
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
123
shares
|
$3,920
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
123
shares
|
$3,920
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
120
shares
|
$3,824
0.0% of portfolio
|
Q2 2024
Reduced 76.92%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
111
shares
|
$3,537
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
107
shares
|
$3,410
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
104
shares
|
$3,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
102
shares
|
$3,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
96
shares
|
$3,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
95
shares
|
$3,027
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
94
shares
|
$2,995
0.0% of portfolio
|
Q3 2023
Reduced 22.95%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
92
shares
|
$2,932
0.0% of portfolio
|
Q1 2024
Reduced 32.35%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
86
shares
|
$2,740
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
85
shares
|
$2,708
0.0% of portfolio
|
Q1 2023
Reduced 49.4%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
81
shares
|
$2,581
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
79
shares
|
$2,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
78
shares
|
$2,485
0.0% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
76
shares
|
$2,422
0.01% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
67
shares
|
$2,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
55
shares
|
$1,752
0.0% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
54
shares
|
$1,720
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
52
shares
|
$1,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
52
shares
|
$1,657
0.0% of portfolio
|
Q1 2019
New holding
|