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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
51
shares
|
$1,625
0.0% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
48
shares
|
$1,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$1,497
0.0% of portfolio
|
Q3 2023
Reduced 27.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
44
shares
|
$1,402
0.0% of portfolio
|
Q3 2023
Reduced 69.66%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$1,370
0.0% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
42
shares
|
$1,338
0.0% of portfolio
|
Q1 2024
Reduced 46.84%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
40
shares
|
$1,274
0.0% of portfolio
|
Q1 2024
Reduced 88.76%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
40
shares
|
$1,274
0.0% of portfolio
|
Q1 2019
Reduced 20.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
40
shares
|
$1,274
0.0% of portfolio
|
Q3 2024
Reduced 84.13%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
27
shares
|
$860
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
22
shares
|
$701
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
18
shares
|
$573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
16
shares
|
$509
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
15
shares
|
$478
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
15
shares
|
$478
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
14
shares
|
$446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
14
shares
|
$446
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
13
shares
|
$414
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$382
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
8
shares
|
$254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8
shares
|
$254
0.0% of portfolio
|
Q1 2024
Reduced 62.72%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|