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 428 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 $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
6,410
shares
|
$190,889
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
6,386
shares
|
$190,175
0.21% of portfolio
|
Q3 2024
Added 39.49%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
6,300
shares
|
$187,614
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,263
shares
|
$186,512
0.01% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,250
shares
|
$186,125
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
6,229
shares
|
$185,499
0.04% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,153
shares
|
$183,236
0.02% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,086
shares
|
$181,241
0.1% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,066
shares
|
$180,645
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,065
shares
|
$180,615
0.01% of portfolio
|
Q3 2024
Added 27.63%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,044
shares
|
$179,990
0.01% of portfolio
|
Q3 2024
Reduced 32.39%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,981
shares
|
$178,114
0.0% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,949
shares
|
$177,161
0.01% of portfolio
|
Q3 2024
Added 68.19%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,866
shares
|
$174,689
0.0% of portfolio
|
Q3 2024
Added 40.74%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
5,779
shares
|
$172,098
0.03% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,691
shares
|
$169,477
0.0% of portfolio
|
Q3 2024
Added 93.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
5,627
shares
|
$167,572
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,599
shares
|
$166,738
0.11% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,545
shares
|
$165,130
0.28% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
5,485
shares
|
$163,343
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
5,479
shares
|
$163,164
0.07% of portfolio
|
Q2 2024
Reduced 41.59%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
5,455
shares
|
$162,449
0.02% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,434
shares
|
$161,824
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
5,428
shares
|
$161,645
0.1% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
5,314
shares
|
$158,250
0.06% of portfolio
|
Q3 2024
Added 4.01%
|