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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,104
shares
|
$32,347
0.0% of portfolio
|
Q1 2025
Added 210.11%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,092
shares
|
$31,995
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,088
shares
|
$31,878
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,068
shares
|
$31,292
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,056
shares
|
$30,940
0.0% of portfolio
|
Q1 2020
Added 41.48%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
955
shares
|
$27,981
0.01% of portfolio
|
Q4 2023
Reduced 22.48%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
915
shares
|
$26,809
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
881
shares
|
$25,813
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
840
shares
|
$24,612
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
759
shares
|
$22,238
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
719
shares
|
$21,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
714
shares
|
$20,920
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
692
shares
|
$20,275
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
598
shares
|
$17,521
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
587
shares
|
$17,199
0.0% of portfolio
|
Q1 2025
Added 109.64%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
582
shares
|
$17,052
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
563
shares
|
$16,495
0.01% of portfolio
|
Q1 2025
Added 159.45%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
560
shares
|
$16,408
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
486
shares
|
$14,239
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
466
shares
|
$13,653
0.0% of portfolio
|
Q4 2024
Added 156.04%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
438
shares
|
$12,833
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
434
shares
|
$12,716
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
410
shares
|
$12,013
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
410
shares
|
$12,013
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
406
shares
|
$11,895
0.0% of portfolio
|
Q2 2025
New holding
|