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 466 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
214,281
shares
|
$5.43 Million
0.04% of portfolio
|
Q4 2024
Added 95.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
209,269
shares
|
$5.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
208,951
shares
|
$5.3 Million
0.04% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
207,221
shares
|
$5.26 Million
0.23% of portfolio
|
Q4 2024
Added 96.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
205,951
shares
|
$5.22 Million
0.01% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
197,704
shares
|
$5.01 Million
0.55% of portfolio
|
Q4 2024
Added 90.16%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
188,389
shares
|
$4.78 Million
2.96% of portfolio
|
Q4 2024
Added 102.53%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
169,417
shares
|
$4.3 Million
1.83% of portfolio
|
Q3 2023
Added 5.95%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
163,308
shares
|
$4.14 Million
1.21% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
152,789
shares
|
$3.87 Million
3.56% of portfolio
|
Q4 2024
Added 89.52%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
150,410
shares
|
$3.81 Million
2.99% of portfolio
|
Q4 2024
Added 101.23%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
146,253
shares
|
$3.71 Million
0.51% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
146,066
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Added 107.17%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
144,955
shares
|
$3.68 Million
0.92% of portfolio
|
Q4 2024
Added 93.14%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
137,965
shares
|
$3.5 Million
1.07% of portfolio
|
Q4 2024
Added 95.48%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
132,944
shares
|
$3.37 Million
1.47% of portfolio
|
Q4 2024
Added 123.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
131,819
shares
|
$3.34 Million
0.1% of portfolio
|
Q4 2024
Added 354.75%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
122,200
shares
|
$3.1 Million
0.15% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
114,417
shares
|
$2.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
109,762
shares
|
$2.78 Million
1.91% of portfolio
|
Q4 2024
Added 120.12%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
108,870
shares
|
$2.76 Million
3.31% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
107,321
shares
|
$2.72 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
105,849
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 155.49%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
105,110
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
102,396
shares
|
$2.6 Million
1.04% of portfolio
|
Q4 2024
Added 79.24%
|