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 428 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,735
shares
|
$230,348
0.01% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,498
shares
|
$223,290
0.08% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,494
shares
|
$223,171
0.01% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,491
shares
|
$223,081
0.0% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
7,484
shares
|
$222,873
0.09% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,444
shares
|
$221,682
0.0% of portfolio
|
Q3 2024
Reduced 91.81%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
7,435
shares
|
$221,414
0.17% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,321
shares
|
$218,019
0.02% of portfolio
|
Q3 2023
Reduced 8.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,260
shares
|
$216,202
0.01% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,236
shares
|
$215,488
0.0% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,184
shares
|
$213,939
0.0% of portfolio
|
Q3 2023
Reduced 36.6%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,072
shares
|
$210,604
0.01% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
6,994
shares
|
$208,281
0.14% of portfolio
|
Q1 2024
Reduced 22.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,973
shares
|
$207,655
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
6,929
shares
|
$206,345
0.45% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,892
shares
|
$205,243
0.01% of portfolio
|
Q3 2024
Added 41.03%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,891
shares
|
$205,213
0.21% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,884
shares
|
$205,005
0.0% of portfolio
|
Q3 2024
Added 160.66%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
6,819
shares
|
$203,069
0.05% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
6,739
shares
|
$200,687
0.31% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
6,625
shares
|
$197,292
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
6,622
shares
|
$197,203
0.14% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,570
shares
|
$195,654
0.0% of portfolio
|
Q4 2022
Reduced 2.41%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
6,479
shares
|
$192,944
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,460
shares
|
$192,378
0.02% of portfolio
|
Q3 2024
Added 0.23%
|