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 464 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
18,076
shares
|
$564,513
0.05% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
17,997
shares
|
$562,046
0.02% of portfolio
|
Q2 2025
Added 59.52%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
17,836
shares
|
$557,018
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
17,735
shares
|
$553,864
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,676
shares
|
$552,021
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
17,408
shares
|
$543,651
0.02% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
17,257
shares
|
$538,936
0.18% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
17,174
shares
|
$536,344
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
17,064
shares
|
$532,908
0.05% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
17,020
shares
|
$531,534
0.14% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
16,918
shares
|
$528,349
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
16,812
shares
|
$525,038
0.69% of portfolio
|
Q2 2025
Added 103.91%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
16,458
shares
|
$513,983
0.45% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
16,438
shares
|
$513,358
0.33% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
16,312
shares
|
$509,423
0.01% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
16,091
shares
|
$502,521
0.03% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
16,054
shares
|
$501,366
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
15,869
shares
|
$495,588
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
15,860
shares
|
$495,307
0.03% of portfolio
|
Q2 2025
Added 36.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,559
shares
|
$485,907
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,478
shares
|
$483,377
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
15,093
shares
|
$471,354
0.05% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
14,858
shares
|
$464,015
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
14,827
shares
|
$463,047
0.31% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,407
shares
|
$449,930
0.0% of portfolio
|
Q2 2025
Reduced 66.13%
|