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 456 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13,484
shares
|
$395,081
0.46% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
13,419
shares
|
$393,176
0.08% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
13,386
shares
|
$392,209
0.01% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
13,231
shares
|
$387,668
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,161
shares
|
$385,617
0.0% of portfolio
|
Q1 2025
Added 78.75%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
13,103
shares
|
$383,917
0.03% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,827
shares
|
$375,831
0.63% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
12,806
shares
|
$375,215
0.04% of portfolio
|
Q1 2025
Added 72.47%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
12,782
shares
|
$374,512
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
12,619
shares
|
$369,736
0.01% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
12,600
shares
|
$369,180
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
12,551
shares
|
$367,744
0.07% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
12,492
shares
|
$366,015
0.0% of portfolio
|
Q1 2025
Reduced 68.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
12,467
shares
|
$365,283
0.0% of portfolio
|
Q1 2025
Added 22.27%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
12,400
shares
|
$363,320
0.16% of portfolio
|
Q1 2025
Reduced 63.06%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,370
shares
|
$362,441
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,288
shares
|
$360,038
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
12,259
shares
|
$359,188
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,211
shares
|
$357,782
0.01% of portfolio
|
Q1 2025
Added 56.07%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
12,136
shares
|
$355,584
0.01% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
11,957
shares
|
$350,340
0.03% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
11,954
shares
|
$350,252
0.14% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
11,811
shares
|
$346,062
0.36% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
11,642
shares
|
$341,110
0.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
11,621
shares
|
$340,495
0.03% of portfolio
|
Q1 2025
Added 8.4%
|