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 244 Million shares, which have been reported (via 13F filing form) to have a value of $7.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
63,400
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Added 96.5%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
60,430
shares
|
$1.82 Million
0.16% of portfolio
|
Q4 2024
Added 79.25%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
60,278
shares
|
$1.82 Million
0.23% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
59,147
shares
|
$1.78 Million
0.45% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
57,954
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 81.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
57,778
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 62.23%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
57,773
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Added 119.75%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
56,788
shares
|
$1.71 Million
1.02% of portfolio
|
Q4 2024
Added 105.93%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
56,345
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 108.69%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
55,903
shares
|
$1.69 Million
0.32% of portfolio
|
Q4 2024
Added 111.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
55,890
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Added 99.14%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
54,820
shares
|
$1.65 Million
0.25% of portfolio
|
Q4 2024
Added 97.57%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
54,475
shares
|
$1.64 Million
0.37% of portfolio
|
Q4 2024
Added 120.64%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
54,276
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 170.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
52,289
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 329.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
48,223
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2024
Added 78.71%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
43,888
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 89.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
42,421
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
41,216
shares
|
$1.24 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
39,500
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Added 95.39%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
39,454
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 967.48%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
39,360
shares
|
$1.19 Million
0.79% of portfolio
|
Q4 2024
Added 99.48%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
38,895
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
38,851
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 91.71%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
38,672
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
Added 101.56%
|