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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,230
shares
|
$270,439
0.04% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
8,982
shares
|
$263,172
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,847
shares
|
$259,217
0.0% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
8,786
shares
|
$257,429
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
8,720
shares
|
$255,496
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,636
shares
|
$253,034
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
8,602
shares
|
$252,038
0.02% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
8,452
shares
|
$247,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,411
shares
|
$246,442
0.0% of portfolio
|
Q2 2024
Added 105037.5%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
8,372
shares
|
$245,299
0.04% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
8,328
shares
|
$244,010
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
8,213
shares
|
$240,640
0.17% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,170
shares
|
$239,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
8,159
shares
|
$239,058
0.14% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
8,121
shares
|
$237,945
0.02% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
8,023
shares
|
$235,073
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,018
shares
|
$234,927
0.02% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
7,910
shares
|
$231,763
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
7,835
shares
|
$229,565
0.09% of portfolio
|
Q4 2024
Added 98.4%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
7,812
shares
|
$228,891
0.0% of portfolio
|
Q1 2025
Reduced 56.6%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
7,736
shares
|
$226,664
0.04% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
7,710
shares
|
$225,903
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7,710
shares
|
$225,903
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,681
shares
|
$225,053
0.0% of portfolio
|
Q1 2025
Added 38.12%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
7,619
shares
|
$223,236
0.03% of portfolio
|
Q1 2025
Added 0.16%
|