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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
120,064
shares
|
$3.52 Million
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
119,566
shares
|
$3.51 Million
1.91% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
116,163
shares
|
$3.41 Million
1.07% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
116,044
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
113,353
shares
|
$3.32 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
111,896
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
108,870
shares
|
$3.19 Million
3.31% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
101,698
shares
|
$2.98 Million
2.7% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
100,341
shares
|
$2.94 Million
0.28% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
99,492
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
99,372
shares
|
$2.91 Million
0.5% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
98,351
shares
|
$2.88 Million
1.9% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
93,550
shares
|
$2.74 Million
0.03% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
91,908
shares
|
$2.69 Million
0.05% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
89,850
shares
|
$2.63 Million
0.31% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
89,204
shares
|
$2.62 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
88,146
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 94.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
87,555
shares
|
$2.57 Million
0.06% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
85,927
shares
|
$2.52 Million
4.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
79,033
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
78,344
shares
|
$2.3 Million
0.54% of portfolio
|
Q2 2025
Added 27.37%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
78,201
shares
|
$2.29 Million
1.53% of portfolio
|
Q2 2025
Added 29.26%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
76,883
shares
|
$2.25 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
73,130
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
71,935
shares
|
$2.11 Million
0.46% of portfolio
|
Q2 2025
Added 12.76%
|