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 454 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 $6.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
29,279
shares
|
$799,023
0.31% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
29,191
shares
|
$796,622
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
28,487
shares
|
$777,410
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
28,486
shares
|
$777,382
0.02% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
28,054
shares
|
$765,593
0.24% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
27,462
shares
|
$749,437
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
27,397
shares
|
$747,664
0.01% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
26,986
shares
|
$736,447
0.02% of portfolio
|
Q1 2025
Added 9402.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
26,920
shares
|
$734,646
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
26,784
shares
|
$730,935
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
26,494
shares
|
$723,021
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
25,941
shares
|
$707,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
25,771
shares
|
$703,290
0.0% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
25,706
shares
|
$701,516
0.11% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
25,372
shares
|
$692,401
0.06% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
25,252
shares
|
$689,127
0.06% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
24,366
shares
|
$664,948
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
23,682
shares
|
$646,281
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
23,630
shares
|
$644,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
23,140
shares
|
$631,490
0.14% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
22,939
shares
|
$626,005
0.16% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
22,936
shares
|
$625,923
0.03% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
22,678
shares
|
$618,882
0.02% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
22,426
shares
|
$612,005
0.01% of portfolio
|
Q1 2025
Added 2207.2%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
21,854
shares
|
$596,395
0.05% of portfolio
|
Q1 2025
Reduced 18.0%
|