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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
42,542
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
41,216
shares
|
$1.21 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
41,010
shares
|
$1.2 Million
0.75% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,626
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 37.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
40,579
shares
|
$1.19 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
40,263
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 145.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
40,100
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
39,559
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
39,559
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
39,484
shares
|
$1.16 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
38,895
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,890
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
38,462
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,158
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
37,686
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
36,751
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
36,112
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
34,929
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
34,732
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
34,656
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
34,208
shares
|
$1 Million
1.14% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,499
shares
|
$952,220
0.02% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
32,052
shares
|
$939,123
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
32,043
shares
|
$938,859
0.02% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
31,784
shares
|
$931,271
0.0% of portfolio
|
Q1 2025
Added 3.63%
|