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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
114
shares
|
$3,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
106
shares
|
$3,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
96
shares
|
$2,812
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
95
shares
|
$2,783
0.0% of portfolio
|
Q4 2024
Added 102.13%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
86
shares
|
$2,519
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
85
shares
|
$2,490
0.0% of portfolio
|
Q1 2023
Reduced 49.4%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
81
shares
|
$2,373
0.0% of portfolio
|
Q4 2024
Added 88.37%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
80
shares
|
$2,344
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
80
shares
|
$2,344
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
76
shares
|
$2,226
0.0% of portfolio
|
Q1 2025
Reduced 51.9%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
70
shares
|
$2,051
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
65
shares
|
$1,904
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
61
shares
|
$1,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
55
shares
|
$1,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
52
shares
|
$1,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
52
shares
|
$1,523
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
48
shares
|
$1,406
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
46
shares
|
$1,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
42
shares
|
$1,230
0.0% of portfolio
|
Q1 2024
Reduced 46.84%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
42
shares
|
$1,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
38
shares
|
$1,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
30
shares
|
$879
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
28
shares
|
$820
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
26
shares
|
$761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
20
shares
|
$586
0.0% of portfolio
|
Q4 2024
New holding
|