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 464 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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,064
shares
|
$33,228
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,056
shares
|
$32,978
0.0% of portfolio
|
Q1 2020
Added 41.48%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
982
shares
|
$30,667
0.0% of portfolio
|
Q2 2025
Added 110.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
955
shares
|
$29,824
0.01% of portfolio
|
Q4 2023
Reduced 22.48%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
917
shares
|
$28,637
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
840
shares
|
$26,233
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
761
shares
|
$23,766
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
714
shares
|
$22,298
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
692
shares
|
$21,611
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
616
shares
|
$19,237
0.0% of portfolio
|
Q2 2025
Added 3750.0%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
613
shares
|
$19,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
598
shares
|
$18,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
587
shares
|
$18,332
0.0% of portfolio
|
Q1 2025
Added 109.64%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
582
shares
|
$18,175
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
580
shares
|
$18,113
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
579
shares
|
$18,082
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
560
shares
|
$17,488
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
542
shares
|
$16,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
524
shares
|
$16,364
0.0% of portfolio
|
Q2 2025
Added 46.37%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
523
shares
|
$16,333
0.0% of portfolio
|
Q2 2025
Added 588.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
513
shares
|
$16,020
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
488
shares
|
$15,240
0.0% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
486
shares
|
$15,177
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
438
shares
|
$13,678
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
434
shares
|
$13,553
0.0% of portfolio
|
Q4 2024
Added 100.0%
|