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 384 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $6.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
109,116
shares
|
$5.99 Million
0.05% of portfolio
|
Q1 2024
Added 4.06%
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
108,870
shares
|
$5.98 Million
3.31% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
Verum Partners LLC
Charlotte, NC |
Apr 18, 2024 Q1 2024 |
103,381
shares
|
$5.68 Million
2.09% of portfolio
|
Q1 2024
Added 41.71%
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 13, 2024 Q1 2024 |
102,823
shares
|
$5.65 Million
2.1% of portfolio
|
Q1 2024
Reduced 54.1%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
102,636
shares
|
$5.64 Million
0.02% of portfolio
|
Q1 2024
Added 94.91%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Apr 23, 2024 Q1 2024 |
93,522
shares
|
$5.14 Million
1.24% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
Forte Capital LLC
|
May 14, 2024 Q1 2024 |
92,276
shares
|
$5.07 Million
0.66% of portfolio
|
Q1 2024
Added 0.66%
|
|
Raub Brock Capital Management LP
|
Apr 18, 2024 Q1 2024 |
90,565
shares
|
$4.97 Million
1.12% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,997
shares
|
$4.72 Million
0.08% of portfolio
|
Q4 2022
Added 11.07%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
83,968
shares
|
$4.61 Million
2.64% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
82,334
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2024
Added 5.42%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
80,758
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
80,344
shares
|
$4.41 Million
0.6% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
Gsb Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
77,086
shares
|
$4.23 Million
1.25% of portfolio
|
Q1 2024
Added 7.32%
|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
75,983
shares
|
$4.17 Million
1.06% of portfolio
|
Q1 2024
Reduced 5.28%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
74,002
shares
|
$4.06 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.15%
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 11, 2024 Q1 2024 |
71,397
shares
|
$3.92 Million
2.75% of portfolio
|
Q1 2024
Added 8.44%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,229
shares
|
$3.69 Million
0.12% of portfolio
|
Q3 2022
Added 0.51%
|
|
Roof Eidam & Maycock
|
May 06, 2024 Q1 2024 |
62,905
shares
|
$3.45 Million
1.0% of portfolio
|
Q1 2024
Added 4.08%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
61,100
shares
|
$3.36 Million
0.16% of portfolio
|
Q4 2023
Reduced 8.53%
|
|
Reston Wealth Management LLC
|
May 09, 2024 Q1 2024 |
55,366
shares
|
$3.04 Million
1.28% of portfolio
|
Q1 2024
Added 97.11%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
52,235
shares
|
$2.87 Million
0.14% of portfolio
|
Q1 2024
Added 0.7%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
51,120
shares
|
$2.81 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
48,681
shares
|
$2.67 Million
0.24% of portfolio
|
Q1 2024
Reduced 11.64%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
48,267
shares
|
$2.65 Million
0.99% of portfolio
|
Q1 2024
Reduced 0.65%
|