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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
211,328
shares
|
$5.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
210,131
shares
|
$5.8 Million
0.22% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
209,460
shares
|
$5.78 Million
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
209,269
shares
|
$5.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
208,951
shares
|
$5.77 Million
0.03% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
206,878
shares
|
$5.71 Million
0.51% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
199,825
shares
|
$5.52 Million
0.09% of portfolio
|
Q1 2025
Added 130.05%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
194,871
shares
|
$5.38 Million
2.68% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
169,417
shares
|
$4.68 Million
1.83% of portfolio
|
Q3 2023
Added 5.95%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
165,045
shares
|
$4.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
163,308
shares
|
$4.51 Million
1.21% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
157,986
shares
|
$4.36 Million
2.84% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
150,751
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
149,848
shares
|
$4.14 Million
3.25% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
146,253
shares
|
$4.04 Million
0.51% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
142,374
shares
|
$3.93 Million
1.58% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
139,369
shares
|
$3.85 Million
1.03% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
134,230
shares
|
$3.71 Million
0.71% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
128,152
shares
|
$3.54 Million
1.34% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
122,200
shares
|
$3.37 Million
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
118,695
shares
|
$3.28 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
117,291
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
116,163
shares
|
$3.21 Million
1.07% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
116,044
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
115,390
shares
|
$3.19 Million
2.08% of portfolio
|
Q1 2025
Added 5.13%
|