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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,066
shares
|
$27,119
0.0% of portfolio
|
Q4 2024
Added 100.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,056
shares
|
$26,864
0.0% of portfolio
|
Q1 2020
Added 41.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,052
shares
|
$26,762
0.0% of portfolio
|
Q4 2024
Added 262.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
955
shares
|
$24,295
0.01% of portfolio
|
Q4 2023
Reduced 22.48%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
913
shares
|
$23,226
0.0% of portfolio
|
Q4 2024
Added 101.1%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
879
shares
|
$22,361
0.01% of portfolio
|
Q4 2024
Added 101.14%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
840
shares
|
$21,369
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
790
shares
|
$20,097
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
768
shares
|
$19,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
758
shares
|
$19,283
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
714
shares
|
$18,164
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
692
shares
|
$17,604
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
666
shares
|
$16,943
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
598
shares
|
$15,213
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
582
shares
|
$14,806
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
560
shares
|
$14,246
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
486
shares
|
$12,363
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
466
shares
|
$11,855
0.0% of portfolio
|
Q4 2024
Added 156.04%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
438
shares
|
$11,142
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
434
shares
|
$11,040
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
410
shares
|
$10,430
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
410
shares
|
$10,430
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
388
shares
|
$9,870
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
383
shares
|
$9,743
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
381
shares
|
$9,692
0.0% of portfolio
|
Q1 2025
Reduced 41.02%
|