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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
366
shares
|
$9,311
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
358
shares
|
$9,107
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
358
shares
|
$9,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
356
shares
|
$9,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
318
shares
|
$8,089
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
312
shares
|
$7,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
286
shares
|
$7,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
284
shares
|
$7,224
0.0% of portfolio
|
Q4 2024
Added 560.47%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
280
shares
|
$7,123
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
260
shares
|
$6,614
0.0% of portfolio
|
Q1 2024
Added 74.62%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
251
shares
|
$6,385
0.0% of portfolio
|
Q4 2024
Added 100.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
248
shares
|
$6,309
0.0% of portfolio
|
Q4 2024
Added 101.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
233
shares
|
$5,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
228
shares
|
$5,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
222
shares
|
$5,647
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
217
shares
|
$5,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
216
shares
|
$5,495
0.0% of portfolio
|
Q2 2024
Reduced 64.18%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
215
shares
|
$5,469
0.0% of portfolio
|
Q4 2024
Added 100.93%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
204
shares
|
$5,189
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
192
shares
|
$4,884
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
190
shares
|
$4,833
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
188
shares
|
$4,782
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
184
shares
|
$4,680
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
162
shares
|
$4,121
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
158
shares
|
$4,019
0.0% of portfolio
|
Q4 2024
Reduced 88.63%
|