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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
7,559
shares
|
$221,478
0.01% of portfolio
|
Q4 2024
Added 99.97%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,455
shares
|
$218,431
0.01% of portfolio
|
Q4 2024
Added 76.45%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
7,424
shares
|
$217,523
0.01% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
7,372
shares
|
$215,999
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
7,342
shares
|
$215,120
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,321
shares
|
$214,505
0.02% of portfolio
|
Q3 2023
Reduced 8.09%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
7,219
shares
|
$211,516
0.18% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,184
shares
|
$210,491
0.0% of portfolio
|
Q3 2023
Reduced 36.6%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
7,184
shares
|
$210,491
0.06% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,973
shares
|
$204,308
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,959
shares
|
$203,898
0.0% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,939
shares
|
$203,312
0.0% of portfolio
|
Q1 2025
Reduced 53.03%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
6,768
shares
|
$198,302
0.1% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,716
shares
|
$196,778
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,570
shares
|
$192,501
0.0% of portfolio
|
Q4 2022
Reduced 2.41%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,000
shares
|
$175,800
0.0% of portfolio
|
Q1 2025
Reduced 36.57%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
5,740
shares
|
$168,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,599
shares
|
$164,050
0.11% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,545
shares
|
$162,468
0.28% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
5,512
shares
|
$161,501
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
5,360
shares
|
$157,048
0.01% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,134
shares
|
$150,426
0.0% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,127
shares
|
$150,221
0.05% of portfolio
|
Q4 2024
Added 138.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
4,764
shares
|
$139,585
0.0% of portfolio
|
Q1 2025
Reduced 43.95%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,738
shares
|
$138,823
0.01% of portfolio
|
Q4 2024
Added 100.0%
|