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 472 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $6.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
38,851
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 91.71%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
38,672
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Added 101.56%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
38,605
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2024
Added 102.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,158
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
37,686
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
37,546
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Added 93.26%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
37,303
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2024
Added 97.75%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
36,665
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2024
Added 100.94%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
36,454
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 97.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
34,100
shares
|
$943,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
33,974
shares
|
$939,720
1.08% of portfolio
|
Q4 2024
Added 100.82%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
33,570
shares
|
$928,546
0.45% of portfolio
|
Q4 2024
Added 406.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
33,017
shares
|
$913,250
0.03% of portfolio
|
Q4 2024
Added 107.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,499
shares
|
$898,922
0.02% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
31,679
shares
|
$876,241
0.0% of portfolio
|
Q4 2024
Added 230.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
31,568
shares
|
$873,170
0.01% of portfolio
|
Q4 2024
Added 112.64%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
30,670
shares
|
$848,332
0.0% of portfolio
|
Q4 2024
Added 48.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
29,654
shares
|
$820,229
0.0% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
29,437
shares
|
$814,227
0.02% of portfolio
|
Q4 2024
Added 101.1%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
29,350
shares
|
$811,821
0.37% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
29,123
shares
|
$805,542
0.05% of portfolio
|
Q4 2024
Added 95.89%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
29,090
shares
|
$804,629
0.08% of portfolio
|
Q4 2024
Added 99.71%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
29,027
shares
|
$802,886
0.32% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
28,852
shares
|
$798,046
0.02% of portfolio
|
Q4 2024
Added 108.77%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
28,805
shares
|
$796,746
0.09% of portfolio
|
Q4 2024
Added 90.13%
|