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 427 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
13,820
shares
|
$444,727
0.02% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
13,731
shares
|
$441,863
0.04% of portfolio
|
Q4 2023
Added 20.33%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,729
shares
|
$441,799
0.02% of portfolio
|
Q3 2022
Reduced 73.16%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13,484
shares
|
$433,915
0.46% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
13,368
shares
|
$430,182
0.24% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
13,326
shares
|
$428,830
0.06% of portfolio
|
Q3 2023
Reduced 1.92%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
13,128
shares
|
$422,459
0.0% of portfolio
|
Q3 2024
Added 19.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
13,029
shares
|
$419,273
0.0% of portfolio
|
Q3 2024
Reduced 84.72%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,827
shares
|
$412,772
0.63% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,370
shares
|
$398,066
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,165
shares
|
$391,469
0.0% of portfolio
|
Q3 2024
Added 203.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,026
shares
|
$386,996
0.03% of portfolio
|
Q3 2024
Reduced 33.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,841
shares
|
$381,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
11,652
shares
|
$374,961
0.02% of portfolio
|
Q3 2024
Reduced 46.86%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
11,611
shares
|
$373,641
0.54% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,557
shares
|
$371,904
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
11,540
shares
|
$371,357
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
11,355
shares
|
$365,403
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,092
shares
|
$356,940
0.02% of portfolio
|
Q4 2023
Added 114.55%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
11,086
shares
|
$356,747
0.05% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
10,905
shares
|
$350,922
0.37% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,859
shares
|
$349,442
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
10,710
shares
|
$344,647
0.46% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
10,555
shares
|
$339,659
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,429
shares
|
$335,605
0.02% of portfolio
|
Q3 2024
Added 0.05%
|