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 |
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
25,067
shares
|
$734,964
0.0% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
23,333
shares
|
$684,123
0.06% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
23,140
shares
|
$678,464
0.14% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
22,813
shares
|
$668,877
0.01% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
22,726
shares
|
$666,326
0.01% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,626
shares
|
$663,394
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
22,193
shares
|
$650,698
0.02% of portfolio
|
Q2 2025
Added 19.16%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,854
shares
|
$640,759
0.05% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
21,628
shares
|
$634,132
0.36% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,418
shares
|
$627,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
20,850
shares
|
$611,322
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
20,598
shares
|
$603,933
0.0% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
20,314
shares
|
$595,606
0.07% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
20,263
shares
|
$594,111
0.02% of portfolio
|
Q2 2025
Added 104.39%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
20,141
shares
|
$590,534
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
19,614
shares
|
$575,082
0.04% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
19,320
shares
|
$566,462
0.36% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
19,285
shares
|
$565,436
0.42% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
19,219
shares
|
$563,501
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
19,068
shares
|
$559,073
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
18,790
shares
|
$550,922
0.31% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
18,596
shares
|
$545,234
0.01% of portfolio
|
Q4 2024
Added 98.44%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
18,241
shares
|
$534,826
0.22% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
18,163
shares
|
$532,539
0.1% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
18,076
shares
|
$529,988
0.05% of portfolio
|
Q1 2025
Added 3.85%
|