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 470 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $6.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
199,188,684
shares
|
$5.45 Billion
1.12% of portfolio
|
Q4 2024
Added 101.7%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
2,596,060
shares
|
$71 Million
7.92% of portfolio
|
Q4 2024
Added 102.33%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
2,086,321
shares
|
$57 Million
2.97% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,993,205
shares
|
$54.5 Million
4.12% of portfolio
|
Q4 2024
Added 92.09%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,830,814
shares
|
$50.1 Million
0.01% of portfolio
|
Q4 2024
Added 98.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,739,593
shares
|
$47.6 Million
0.01% of portfolio
|
Q4 2024
Added 99.45%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
1,450,926
shares
|
$39.7 Million
18.49% of portfolio
|
Q4 2024
Added 111.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,319,802
shares
|
$36.1 Million
0.0% of portfolio
|
Q4 2024
Added 95.58%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,297,427
shares
|
$35.5 Million
2.04% of portfolio
|
Q4 2024
Added 98.45%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
1,114,261
shares
|
$30.5 Million
7.54% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
1,076,684
shares
|
$29.4 Million
14.01% of portfolio
|
Q4 2024
Added 98.51%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
1,040,669
shares
|
$28.5 Million
8.07% of portfolio
|
Q4 2024
Added 98.36%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
985,457
shares
|
$26.9 Million
5.28% of portfolio
|
Q4 2024
Added 122.76%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
911,712
shares
|
$24.9 Million
0.06% of portfolio
|
Q4 2024
Added 621.38%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
860,541
shares
|
$23.5 Million
1.89% of portfolio
|
Q4 2024
Added 101.59%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
818,426
shares
|
$22.4 Million
6.84% of portfolio
|
Q4 2024
Added 98.15%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
787,588
shares
|
$21.5 Million
1.42% of portfolio
|
Q4 2024
Added 131.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
783,575
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Added 101.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
752,567
shares
|
$20.6 Million
0.0% of portfolio
|
Q4 2024
Added 104.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
734,164
shares
|
$20.1 Million
4.09% of portfolio
|
Q4 2024
Added 104.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
719,950
shares
|
$19.7 Million
0.05% of portfolio
|
Q4 2024
Added 99.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
669,259
shares
|
$18.3 Million
1.46% of portfolio
|
Q4 2024
Added 107.87%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
623,834
shares
|
$17.1 Million
13.07% of portfolio
|
Q4 2024
Added 96.46%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
613,033
shares
|
$16.8 Million
0.12% of portfolio
|
Q4 2024
Added 35.59%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
607,870
shares
|
$16.6 Million
1.72% of portfolio
|
Q1 2025
Added 3.83%
|