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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,132
shares
|
$62,467
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,054
shares
|
$60,182
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,014
shares
|
$59,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,900
shares
|
$55,670
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,784
shares
|
$52,271
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,703
shares
|
$49,897
0.0% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,616
shares
|
$47,348
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,610
shares
|
$47,173
0.0% of portfolio
|
Q2 2025
Reduced 27.41%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,598
shares
|
$46,821
0.0% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,590
shares
|
$46,587
0.03% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,554
shares
|
$45,532
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,509
shares
|
$44,213
0.0% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,448
shares
|
$42,426
0.0% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,440
shares
|
$42,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$41,020
0.01% of portfolio
|
Q4 2022
Added 21.53%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,390
shares
|
$40,727
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,353
shares
|
$39,642
0.01% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,336
shares
|
$39,144
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,316
shares
|
$38,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,232
shares
|
$36,097
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,219
shares
|
$35,716
0.0% of portfolio
|
Q1 2025
Added 4979.17%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,210
shares
|
$35,453
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,198
shares
|
$35,101
0.0% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,144
shares
|
$33,519
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,140
shares
|
$33,402
0.0% of portfolio
|
Q1 2025
Added 8.37%
|