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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
19,122
shares
|
$528,914
0.02% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
18,894
shares
|
$522,608
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
18,836
shares
|
$521,003
0.05% of portfolio
|
Q4 2024
Added 97.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
18,768
shares
|
$519,122
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
18,596
shares
|
$514,365
0.01% of portfolio
|
Q4 2024
Added 98.44%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
18,412
shares
|
$509,275
0.04% of portfolio
|
Q4 2024
Added 218.6%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
18,410
shares
|
$509,220
0.01% of portfolio
|
Q4 2024
Added 128.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,392
shares
|
$508,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
18,303
shares
|
$506,260
0.44% of portfolio
|
Q4 2024
Added 100.45%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
18,257
shares
|
$504,988
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
18,188
shares
|
$503,080
0.0% of portfolio
|
Q4 2024
Added 112.87%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
18,163
shares
|
$502,388
0.13% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
18,000
shares
|
$497,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
17,828
shares
|
$493,122
0.09% of portfolio
|
Q4 2024
Added 137.77%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,634
shares
|
$487,756
0.02% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
17,495
shares
|
$483,911
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
17,406
shares
|
$481,449
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
17,264
shares
|
$477,522
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,168
shares
|
$474,866
0.06% of portfolio
|
Q4 2024
Added 97.77%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
17,152
shares
|
$474,424
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
17,040
shares
|
$471,326
0.22% of portfolio
|
Q4 2024
Added 100.12%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
16,935
shares
|
$468,422
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
16,402
shares
|
$453,679
0.0% of portfolio
|
Q4 2024
Added 131.93%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
16,252
shares
|
$449,530
0.01% of portfolio
|
Q4 2024
Added 116.87%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,164
shares
|
$447,096
0.06% of portfolio
|
Q2 2024
Reduced 8.85%
|