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 455 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $6.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
514,288
shares
|
$14.2 Million
2.96% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
499,337
shares
|
$13.8 Million
0.33% of portfolio
|
Q1 2025
Added 278.81%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
474,758
shares
|
$13.1 Million
0.82% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
454,491
shares
|
$12.5 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
|
$12.2 Million
1.83% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
423,010
shares
|
$11.7 Million
0.01% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
414,832
shares
|
$11.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
397,489
shares
|
$11 Million
6.09% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
396,466
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
389,817
shares
|
$10.8 Million
0.91% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
379,971
shares
|
$10.5 Million
3.81% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
337,135
shares
|
$9.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
335,030
shares
|
$9.25 Million
3.88% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
313,359
shares
|
$8.65 Million
0.01% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
301,569
shares
|
$8.33 Million
0.01% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
293,035
shares
|
$8.09 Million
0.64% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
288,368
shares
|
$7.96 Million
2.19% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
286,598
shares
|
$7.91 Million
1.65% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
272,702
shares
|
$7.53 Million
4.26% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
267,739
shares
|
$7.39 Million
1.51% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
261,893
shares
|
$7.23 Million
0.09% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
261,153
shares
|
$7.21 Million
2.44% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
250,843
shares
|
$6.93 Million
0.87% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
247,450
shares
|
$6.83 Million
1.09% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
215,839
shares
|
$5.96 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.46%
|