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 428 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
486
shares
|
$14,473
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
486
shares
|
$14,473
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
454
shares
|
$13,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
437
shares
|
$13,013
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
420
shares
|
$12,507
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
395
shares
|
$11,763
0.0% of portfolio
|
Q3 2024
Reduced 20.68%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
388
shares
|
$11,554
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
378
shares
|
$11,256
0.0% of portfolio
|
Q3 2024
Reduced 51.85%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
357
shares
|
$10,631
0.0% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
357
shares
|
$10,631
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
347
shares
|
$10,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
346
shares
|
$10,303
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
333
shares
|
$9,916
0.0% of portfolio
|
Q3 2024
Reduced 60.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
322
shares
|
$9,589
0.01% of portfolio
|
Q2 2023
Reduced 5.57%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
291
shares
|
$8,665
0.0% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
290
shares
|
$8,636
0.0% of portfolio
|
Q3 2024
Added 27.19%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
280
shares
|
$8,338
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
276
shares
|
$8,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
219
shares
|
$6,521
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
217
shares
|
$6,462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
216
shares
|
$6,432
0.0% of portfolio
|
Q2 2024
Reduced 64.18%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
205
shares
|
$6,104
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
205
shares
|
$6,104
0.0% of portfolio
|
Q2 2023
Reduced 84.11%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
183
shares
|
$5,449
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
182
shares
|
$5,419
0.0% of portfolio
|
Q3 2023
New holding
|