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 |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
422
shares
|
$13,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
418
shares
|
$13,054
0.01% of portfolio
|
Q2 2025
Reduced 96.94%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
416
shares
|
$12,991
0.0% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
410
shares
|
$12,804
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
410
shares
|
$12,804
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
406
shares
|
$12,679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
388
shares
|
$12,117
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
384
shares
|
$11,992
0.0% of portfolio
|
Q3 2025
Reduced 84.74%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
366
shares
|
$11,430
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
358
shares
|
$11,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
336
shares
|
$10,493
0.0% of portfolio
|
Q2 2025
Reduced 80.27%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
334
shares
|
$10,430
0.0% of portfolio
|
Q2 2025
Reduced 69.75%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
286
shares
|
$8,931
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
286
shares
|
$8,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
276
shares
|
$8,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
272
shares
|
$8,494
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
271
shares
|
$8,463
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
270
shares
|
$8,432
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
260
shares
|
$8,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
260
shares
|
$8,119
0.0% of portfolio
|
Q1 2024
Added 74.62%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
252
shares
|
$7,869
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
251
shares
|
$7,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
234
shares
|
$7,307
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
222
shares
|
$6,933
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
216
shares
|
$6,745
0.0% of portfolio
|
Q2 2025
Added 0.47%
|