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 |
|---|---|---|---|---|---|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
12,326
shares
|
$374,340
0.08% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
12,173
shares
|
$369,694
0.17% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
12,103
shares
|
$367,568
0.01% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,067
shares
|
$366,474
0.01% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
12,020
shares
|
$365,047
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
11,968
shares
|
$363,468
0.03% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,689
shares
|
$354,994
0.0% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,557
shares
|
$350,986
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,092
shares
|
$336,864
0.02% of portfolio
|
Q4 2023
Added 114.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,058
shares
|
$335,831
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
10,904
shares
|
$331,154
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,859
shares
|
$329,787
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
10,818
shares
|
$328,542
0.25% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
10,798
shares
|
$327,935
0.05% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
10,787
shares
|
$327,601
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,706
shares
|
$325,141
0.0% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
10,661
shares
|
$323,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
10,610
shares
|
$322,225
0.04% of portfolio
|
Q3 2025
Added 30.25%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
10,337
shares
|
$313,934
0.08% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
10,334
shares
|
$313,843
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,256
shares
|
$311,474
0.0% of portfolio
|
Q3 2025
Reduced 19.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
10,227
shares
|
$310,593
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,191
shares
|
$309,500
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
10,178
shares
|
$309,105
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
9,880
shares
|
$300,055
0.02% of portfolio
|
Q2 2025
New holding
|
|