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 245 Million shares, which have been reported (via 13F filing form) to have a value of $6.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
18,836
shares
|
$479,187
0.05% of portfolio
|
Q4 2024
Added 97.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
18,768
shares
|
$477,457
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
18,596
shares
|
$473,082
0.01% of portfolio
|
Q4 2024
Added 98.44%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
18,410
shares
|
$468,350
0.01% of portfolio
|
Q4 2024
Added 128.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,392
shares
|
$467,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
18,344
shares
|
$466,671
0.28% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
18,188
shares
|
$462,702
0.0% of portfolio
|
Q4 2024
Added 112.87%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
18,163
shares
|
$462,066
0.13% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
18,000
shares
|
$457,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
17,828
shares
|
$453,544
0.09% of portfolio
|
Q4 2024
Added 137.77%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
17,818
shares
|
$453,289
0.22% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,634
shares
|
$448,608
0.02% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
17,495
shares
|
$445,072
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
17,406
shares
|
$442,808
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
17,264
shares
|
$439,196
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,168
shares
|
$436,753
0.06% of portfolio
|
Q4 2024
Added 97.77%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
17,152
shares
|
$436,346
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
16,721
shares
|
$425,382
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
16,625
shares
|
$422,940
0.34% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
16,402
shares
|
$417,266
0.0% of portfolio
|
Q4 2024
Added 131.93%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
16,252
shares
|
$413,450
0.01% of portfolio
|
Q4 2024
Added 116.87%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,164
shares
|
$411,212
0.06% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,051
shares
|
$408,337
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
15,907
shares
|
$404,674
0.02% of portfolio
|
Q4 2024
Added 289.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
15,864
shares
|
$403,580
0.02% of portfolio
|
Q4 2024
Added 52.11%
|