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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,598
shares
|
$339,821
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,557
shares
|
$338,620
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,508
shares
|
$337,184
0.05% of portfolio
|
Q1 2025
Reduced 35.45%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
11,282
shares
|
$330,562
0.01% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
11,267
shares
|
$330,123
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
11,266
shares
|
$330,093
0.15% of portfolio
|
Q1 2025
Reduced 61.61%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,092
shares
|
$324,995
0.02% of portfolio
|
Q4 2023
Added 114.55%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
10,958
shares
|
$321,069
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
10,904
shares
|
$319,487
0.06% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,859
shares
|
$318,168
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,810
shares
|
$316,733
0.04% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,706
shares
|
$313,685
0.0% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,648
shares
|
$311,986
0.0% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
10,519
shares
|
$308,206
0.02% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,448
shares
|
$306,126
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,308
shares
|
$302,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
10,144
shares
|
$297,219
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
10,076
shares
|
$295,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
10,006
shares
|
$293,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
9,961
shares
|
$291,857
0.03% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
9,914
shares
|
$290,480
0.01% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,880
shares
|
$289,484
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,866
shares
|
$289,073
0.08% of portfolio
|
Q4 2024
Added 99.92%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
9,751
shares
|
$285,704
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
9,641
shares
|
$282,481
0.22% of portfolio
|
Q2 2025
Added 0.25%
|