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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
16,908
shares
|
$495,404
0.47% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
16,784
shares
|
$491,771
0.17% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
16,625
shares
|
$487,112
0.34% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
16,332
shares
|
$478,527
0.0% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
15,998
shares
|
$468,741
0.02% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
15,917
shares
|
$466,368
0.01% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
15,866
shares
|
$464,873
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
15,817
shares
|
$463,438
0.14% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,679
shares
|
$459,394
0.02% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,565
shares
|
$456,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,549
shares
|
$455,585
0.0% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
15,476
shares
|
$453,446
0.01% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
15,423
shares
|
$451,893
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
15,344
shares
|
$449,579
0.0% of portfolio
|
Q1 2025
Added 29.77%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
14,245
shares
|
$417,378
0.15% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,219
shares
|
$416,616
0.01% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
14,100
shares
|
$413,130
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
14,042
shares
|
$411,430
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
14,035
shares
|
$411,225
0.29% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
13,988
shares
|
$409,848
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,962
shares
|
$409,086
0.01% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
13,780
shares
|
$403,754
0.2% of portfolio
|
Q4 2024
Added 99.97%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,729
shares
|
$402,259
0.02% of portfolio
|
Q3 2022
Reduced 73.16%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
13,706
shares
|
$401,585
0.31% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
13,673
shares
|
$400,618
0.17% of portfolio
|
Q1 2025
New holding
|