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 499 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $6.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
15,618
shares
|
$474,318
0.32% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
14,604
shares
|
$443,523
0.01% of portfolio
|
Q3 2025
Added 33.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,441
shares
|
$438,573
0.0% of portfolio
|
Q3 2025
Added 14.08%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,257
shares
|
$432,985
0.07% of portfolio
|
Q3 2025
Reduced 19.34%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
14,074
shares
|
$427,427
0.05% of portfolio
|
Q3 2025
Added 22.67%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
14,003
shares
|
$425,271
0.41% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
13,988
shares
|
$424,815
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,967
shares
|
$424,177
0.0% of portfolio
|
Q3 2025
Reduced 60.36%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
13,740
shares
|
$417,283
0.02% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,729
shares
|
$416,949
0.02% of portfolio
|
Q3 2022
Reduced 73.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,525
shares
|
$410,754
0.02% of portfolio
|
Q3 2025
Reduced 89.35%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13,484
shares
|
$409,509
0.46% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,399
shares
|
$406,927
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
13,396
shares
|
$406,836
0.01% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,373
shares
|
$406,138
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
13,348
shares
|
$405,378
0.02% of portfolio
|
Q3 2025
Reduced 15.84%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
13,327
shares
|
$404,740
0.02% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
13,208
shares
|
$401,126
0.23% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,827
shares
|
$389,555
0.63% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
12,623
shares
|
$383,360
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
12,600
shares
|
$382,662
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
12,421
shares
|
$377,225
0.03% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
12,400
shares
|
$376,588
0.18% of portfolio
|
Q1 2025
Reduced 63.06%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,370
shares
|
$375,676
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,333
shares
|
$374,553
0.09% of portfolio
|
Q3 2025
Added 0.6%
|
|