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 430 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,086
shares
|
$156,191
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,072
shares
|
$155,761
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
5,070
shares
|
$155,699
0.06% of portfolio
|
Q3 2024
Added 4.8%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,058
shares
|
$155,331
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,707
shares
|
$144,551
0.07% of portfolio
|
Q4 2024
Added 40.3%
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
4,706
shares
|
$144,521
0.02% of portfolio
|
Q3 2024
New holding
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
4,644
shares
|
$142,617
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
4,523
shares
|
$138,901
0.19% of portfolio
|
Q3 2024
Added 0.62%
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,491
shares
|
$137,918
0.19% of portfolio
|
Q3 2024
New holding
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,289
shares
|
$131,715
0.07% of portfolio
|
Q2 2023
Reduced 5.53%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,225
shares
|
$129,749
0.01% of portfolio
|
Q3 2024
Added 13.06%
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,138
shares
|
$127,077
0.01% of portfolio
|
Q4 2024
Added 217.57%
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,118
shares
|
$126,463
0.0% of portfolio
|
Q3 2024
Added 57.72%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,111
shares
|
$126,248
0.01% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,088
shares
|
$125,542
0.01% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,058
shares
|
$124,621
0.04% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
4,040
shares
|
$124,068
0.09% of portfolio
|
Q2 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,992
shares
|
$122,594
0.0% of portfolio
|
Q3 2024
Added 21.08%
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
3,949
shares
|
$121,273
0.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,780
shares
|
$116,083
0.01% of portfolio
|
Q2 2024
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,738
shares
|
$114,793
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,696
shares
|
$113,504
0.0% of portfolio
|
Q3 2024
Reduced 73.84%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,671
shares
|
$112,736
0.05% of portfolio
|
Q3 2024
Reduced 20.85%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,661
shares
|
$112,429
0.01% of portfolio
|
Q3 2024
New holding
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,580
shares
|
$109,941
0.01% of portfolio
|
Q3 2024
New holding
|