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 453 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $7.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
66,364
shares
|
$1.94 Million
0.31% of portfolio
|
Q2 2025
Added 296.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
65,824
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
63,793
shares
|
$1.87 Million
0.43% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
63,541
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
63,195
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Added 39.02%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
61,671
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
61,509
shares
|
$1.8 Million
0.41% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
60,501
shares
|
$1.77 Million
1.32% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
60,031
shares
|
$1.76 Million
0.32% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
59,838
shares
|
$1.75 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
59,567
shares
|
$1.75 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
59,376
shares
|
$1.74 Million
0.23% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
58,269
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
55,926
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
55,113
shares
|
$1.61 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
55,081
shares
|
$1.61 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
53,615
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
50,428
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 135.19%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
50,074
shares
|
$1.47 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
46,989
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 140.64%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
46,277
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
45,859
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 50.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
45,216
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
42,776
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
42,542
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 0.29%
|