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 |
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,499
shares
|
$952,870
0.02% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
32,364
shares
|
$948,912
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
32,052
shares
|
$939,764
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
32,037
shares
|
$939,324
0.0% of portfolio
|
Q2 2025
Reduced 55.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
31,858
shares
|
$934,076
0.02% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
31,592
shares
|
$926,277
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
29,947
shares
|
$878,046
0.01% of portfolio
|
Q2 2025
Reduced 96.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
29,275
shares
|
$858,343
0.07% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
28,961
shares
|
$849,136
0.0% of portfolio
|
Q2 2025
Added 60.46%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
28,647
shares
|
$839,930
0.22% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
28,485
shares
|
$835,180
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
27,961
shares
|
$819,816
0.17% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
27,707
shares
|
$812,369
0.02% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
27,578
shares
|
$808,586
0.29% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
27,462
shares
|
$805,185
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,902
shares
|
$788,766
0.05% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
26,847
shares
|
$787,154
0.03% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
26,296
shares
|
$770,998
0.02% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
25,825
shares
|
$757,189
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,792
shares
|
$756,221
0.0% of portfolio
|
Q2 2025
Added 142.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
25,730
shares
|
$754,403
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
25,715
shares
|
$753,963
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,633
shares
|
$751,559
0.01% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
25,372
shares
|
$743,907
0.06% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
25,121
shares
|
$736,547
0.0% of portfolio
|
Q2 2025
Reduced 28.08%
|