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 468 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 $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
486,850
shares
|
$12.3 Million
3.16% of portfolio
|
Q4 2024
Added 98.95%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
468,967
shares
|
$11.9 Million
0.91% of portfolio
|
Q4 2024
Added 93.83%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
454,491
shares
|
$11.5 Million
3.4% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
442,411
shares
|
$11.2 Million
1.83% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
414,832
shares
|
$10.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
389,817
shares
|
$9.89 Million
0.91% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
378,352
shares
|
$9.6 Million
0.01% of portfolio
|
Q4 2024
Added 103.96%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
370,138
shares
|
$9.39 Million
1.76% of portfolio
|
Q4 2024
Added 105.08%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
367,754
shares
|
$9.33 Million
6.1% of portfolio
|
Q4 2024
Added 106.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
361,381
shares
|
$9.16 Million
0.0% of portfolio
|
Q4 2024
Added 121.21%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
357,314
shares
|
$9.06 Million
4.08% of portfolio
|
Q4 2024
Added 102.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
342,214
shares
|
$8.68 Million
0.08% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
335,030
shares
|
$8.5 Million
3.88% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
306,896
shares
|
$7.78 Million
0.07% of portfolio
|
Q4 2024
Added 98.45%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
288,368
shares
|
$7.31 Million
2.19% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
286,598
shares
|
$7.27 Million
1.65% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
284,794
shares
|
$7.22 Million
0.67% of portfolio
|
Q4 2024
Added 109.9%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
281,087
shares
|
$7.13 Million
0.01% of portfolio
|
Q4 2024
Added 102.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
273,995
shares
|
$6.95 Million
0.01% of portfolio
|
Q4 2024
Added 115.57%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
272,702
shares
|
$6.92 Million
4.26% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
257,601
shares
|
$6.53 Million
2.6% of portfolio
|
Q4 2024
Added 110.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
249,823
shares
|
$6.34 Million
0.12% of portfolio
|
Q4 2024
Added 123.37%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
249,424
shares
|
$6.33 Million
0.88% of portfolio
|
Q4 2024
Added 105.97%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
236,406
shares
|
$6 Million
1.45% of portfolio
|
Q4 2024
Added 104.76%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
235,791
shares
|
$5.98 Million
0.39% of portfolio
|
Q4 2024
Added 84.37%
|