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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
114,417
shares
|
$3.16 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
111,347
shares
|
$3.07 Million
0.06% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
108,870
shares
|
$3.01 Million
3.31% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
107,948
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 19.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
104,110
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
100,715
shares
|
$2.78 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
98,804
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Added 29.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
98,216
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
95,192
shares
|
$2.63 Million
0.48% of portfolio
|
Q4 2024
Added 122.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
93,551
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
90,178
shares
|
$2.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
89,350
shares
|
$2.47 Million
0.33% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
89,204
shares
|
$2.46 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
89,097
shares
|
$2.46 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
88,618
shares
|
$2.45 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,997
shares
|
$2.37 Million
0.08% of portfolio
|
Q4 2022
Added 11.07%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
85,187
shares
|
$2.35 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
77,133
shares
|
$2.13 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
76,619
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
72,479
shares
|
$2 Million
1.29% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
71,186
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
68,806
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,229
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2022
Added 0.51%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
66,779
shares
|
$1.84 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
65,824
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Added 3.82%
|