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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,712
shares
|
$138,061
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,704
shares
|
$137,827
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,692
shares
|
$137,475
0.02% of portfolio
|
Q1 2025
Added 94.53%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
4,584
shares
|
$134,311
0.05% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,404
shares
|
$129,037
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,289
shares
|
$125,667
0.07% of portfolio
|
Q2 2023
Reduced 5.53%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,266
shares
|
$124,993
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
3,972
shares
|
$116,379
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,945
shares
|
$115,588
0.05% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,844
shares
|
$112,629
0.0% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
3,778
shares
|
$110,695
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,508
shares
|
$102,784
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,480
shares
|
$101,964
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,434
shares
|
$100,616
0.0% of portfolio
|
Q4 2024
Added 178.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,078
shares
|
$90,185
0.0% of portfolio
|
Q1 2025
Added 2197.01%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,930
shares
|
$85,849
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,882
shares
|
$84,442
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,874
shares
|
$84,208
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,766
shares
|
$81,043
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,756
shares
|
$80,750
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,696
shares
|
$78,992
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,641
shares
|
$77,381
0.01% of portfolio
|
Q1 2025
Added 190.54%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
2,636
shares
|
$77,234
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
2,490
shares
|
$72,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,436
shares
|
$71,374
0.0% of portfolio
|
Q4 2024
New holding
|