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 |
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
43,630
shares
|
$1.28 Million
0.88% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
41,982
shares
|
$1.23 Million
0.23% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
41,442
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
41,216
shares
|
$1.21 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,929
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
40,621
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
40,579
shares
|
$1.19 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
40,294
shares
|
$1.18 Million
0.12% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
40,060
shares
|
$1.17 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
39,892
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
38,895
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
38,483
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,158
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
37,686
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,345
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
36,861
shares
|
$1.08 Million
0.62% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
36,772
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
36,751
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,234
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
34,984
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
34,786
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
34,656
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
34,534
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
33,101
shares
|
$970,521
0.01% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
32,602
shares
|
$955,890
0.04% of portfolio
|
Q2 2025
Reduced 9.72%
|