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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
102,148
shares
|
$2.59 Million
0.06% of portfolio
|
Q4 2024
Added 149.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
102,031
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2024
Added 189.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
96,599
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
95,192
shares
|
$2.41 Million
0.48% of portfolio
|
Q4 2024
Added 122.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
93,801
shares
|
$2.38 Million
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
93,299
shares
|
$2.37 Million
0.13% of portfolio
|
Q4 2024
Added 884.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
92,888
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 130.02%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
90,654
shares
|
$2.3 Million
0.8% of portfolio
|
Q4 2024
Added 99.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
90,209
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Added 96.29%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
89,798
shares
|
$2.28 Million
0.28% of portfolio
|
Q4 2024
Added 95.26%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
88,618
shares
|
$2.25 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
86,863
shares
|
$2.2 Million
0.05% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,997
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2022
Added 11.07%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
85,412
shares
|
$2.17 Million
0.35% of portfolio
|
Q4 2024
Added 99.08%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
85,385
shares
|
$2.17 Million
2.1% of portfolio
|
Q4 2024
Added 68.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
84,712
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2024
Added 93.18%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
77,133
shares
|
$1.96 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
76,438
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
74,168
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Added 123.37%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
72,479
shares
|
$1.84 Million
1.29% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
71,830
shares
|
$1.82 Million
1.47% of portfolio
|
Q4 2024
Added 97.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
67,516
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Added 108.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,229
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2022
Added 0.51%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
67,026
shares
|
$1.7 Million
0.39% of portfolio
|
Q4 2024
Added 101.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
65,824
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 3.82%
|