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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,854
shares
|
$640,322
0.05% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
21,594
shares
|
$632,704
0.45% of portfolio
|
Q1 2025
Added 87.38%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
21,573
shares
|
$632,088
0.39% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
20,994
shares
|
$615,124
0.01% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
20,314
shares
|
$595,200
0.08% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
19,614
shares
|
$574,690
0.04% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
19,320
shares
|
$566,076
0.38% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
19,285
shares
|
$565,050
0.42% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
19,219
shares
|
$563,116
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
19,155
shares
|
$561,241
0.01% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
19,050
shares
|
$558,165
0.32% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,740
shares
|
$549,082
0.0% of portfolio
|
Q1 2025
Added 24.58%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
18,712
shares
|
$548,261
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18,624
shares
|
$545,683
0.02% of portfolio
|
Q1 2025
Added 45.61%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
18,596
shares
|
$544,862
0.01% of portfolio
|
Q4 2024
Added 98.44%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
18,344
shares
|
$537,479
0.28% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
18,163
shares
|
$532,175
0.11% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
18,076
shares
|
$529,626
0.05% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
18,049
shares
|
$528,835
0.0% of portfolio
|
Q1 2025
Reduced 65.25%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
17,836
shares
|
$522,594
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
17,818
shares
|
$522,067
0.22% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
17,718
shares
|
$519,137
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
17,171
shares
|
$503,110
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
17,153
shares
|
$502,582
0.33% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
17,152
shares
|
$502,553
0.03% of portfolio
|
Q4 2024
Added 100.0%
|