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 463 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
71,186
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
70,936
shares
|
$2.08 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
69,024
shares
|
$2.02 Million
0.34% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,229
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2022
Added 0.51%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
66,874
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
66,364
shares
|
$1.95 Million
0.31% of portfolio
|
Q2 2025
Added 296.89%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
63,195
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Added 39.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
62,796
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
62,489
shares
|
$1.83 Million
0.2% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
61,177
shares
|
$1.79 Million
0.32% of portfolio
|
Q2 2025
Reduced 54.42%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
60,031
shares
|
$1.76 Million
0.32% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
59,577
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
59,567
shares
|
$1.75 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
59,376
shares
|
$1.74 Million
0.23% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
58,061
shares
|
$1.7 Million
0.17% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
56,447
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
54,761
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
54,470
shares
|
$1.6 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
53,094
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
53,002
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
52,094
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
49,891
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
46,989
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 140.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
46,003
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
45,369
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.96%
|