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 463 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
208,950
shares
|
$6.13 Million
0.03% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
208,607
shares
|
$6.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
207,606
shares
|
$6.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
207,166
shares
|
$6.07 Million
0.08% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
202,920
shares
|
$5.95 Million
2.77% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
201,860
shares
|
$5.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
188,669
shares
|
$5.53 Million
1.87% of portfolio
|
Q2 2025
Added 47.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
182,821
shares
|
$5.36 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
180,430
shares
|
$5.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
174,758
shares
|
$5.12 Million
0.0% of portfolio
|
Q2 2025
Added 1646.53%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
170,841
shares
|
$5.01 Million
1.72% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
169,417
shares
|
$4.97 Million
1.83% of portfolio
|
Q3 2023
Added 5.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
163,749
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
162,144
shares
|
$4.75 Million
2.86% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
160,555
shares
|
$4.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
152,165
shares
|
$4.46 Million
0.52% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
151,555
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
149,848
shares
|
$4.39 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
143,482
shares
|
$4.21 Million
3.54% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
140,317
shares
|
$4.11 Million
1.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
133,143
shares
|
$3.9 Million
0.88% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
127,621
shares
|
$3.74 Million
0.06% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
127,009
shares
|
$3.72 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
122,200
shares
|
$3.58 Million
0.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
121,643
shares
|
$3.57 Million
0.19% of portfolio
|
Q2 2025
Added 2.48%
|