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 429 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
5,314
shares
|
$154,956
0.06% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,260
shares
|
$153,381
0.01% of portfolio
|
Q3 2024
Added 875.88%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
5,251
shares
|
$153,119
0.01% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,086
shares
|
$148,307
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,072
shares
|
$147,899
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
5,070
shares
|
$147,841
0.06% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,058
shares
|
$147,491
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,005
shares
|
$145,945
0.02% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,935
shares
|
$143,904
0.08% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,847
shares
|
$141,338
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
4,843
shares
|
$141,221
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,720
shares
|
$137,635
0.16% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
4,706
shares
|
$137,226
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
4,644
shares
|
$135,419
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
4,523
shares
|
$131,890
0.19% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
4,491
shares
|
$130,957
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,491
shares
|
$130,957
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,289
shares
|
$125,067
0.07% of portfolio
|
Q2 2023
Reduced 5.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,225
shares
|
$123,201
0.01% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,124
shares
|
$120,255
0.2% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,118
shares
|
$120,080
0.0% of portfolio
|
Q3 2024
Added 57.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,111
shares
|
$119,876
0.01% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,088
shares
|
$119,206
0.01% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,058
shares
|
$118,331
0.04% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
4,040
shares
|
$117,806
0.09% of portfolio
|
Q2 2024
New holding
|