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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
388
shares
|
$11,368
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
382
shares
|
$11,192
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
366
shares
|
$10,723
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
358
shares
|
$10,489
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
358
shares
|
$10,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
318
shares
|
$9,317
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
286
shares
|
$8,379
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
269
shares
|
$7,881
0.0% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
260
shares
|
$7,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
260
shares
|
$7,618
0.0% of portfolio
|
Q1 2024
Added 74.62%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
252
shares
|
$7,383
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
233
shares
|
$6,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
228
shares
|
$6,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
222
shares
|
$6,504
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
216
shares
|
$6,328
0.0% of portfolio
|
Q2 2024
Reduced 64.18%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
215
shares
|
$6,299
0.0% of portfolio
|
Q4 2024
Added 100.93%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
202
shares
|
$5,918
0.0% of portfolio
|
Q1 2025
Added 573.33%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
188
shares
|
$5,508
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
184
shares
|
$5,391
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
162
shares
|
$4,746
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
160
shares
|
$4,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
152
shares
|
$4,453
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
152
shares
|
$4,453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
148
shares
|
$4,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
123
shares
|
$3,603
0.0% of portfolio
|
Q4 2022
New holding
|