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 |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,790
shares
|
$297,322
0.16% of portfolio
|
Q3 2025
Reduced 17.15%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
9,751
shares
|
$296,137
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
9,733
shares
|
$295,591
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
9,716
shares
|
$295,074
0.02% of portfolio
|
Q3 2025
Added 44.67%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
9,674
shares
|
$293,799
0.21% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,488
shares
|
$288,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
9,392
shares
|
$285,235
0.01% of portfolio
|
Q2 2025
Reduced 29.84%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,172
shares
|
$278,553
0.03% of portfolio
|
Q3 2025
Added 31527.59%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,123
shares
|
$277,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,036
shares
|
$274,423
0.01% of portfolio
|
Q3 2025
Reduced 55.41%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
9,005
shares
|
$273,481
0.06% of portfolio
|
Q3 2025
Reduced 17.82%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,997
shares
|
$273,238
0.14% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,990
shares
|
$273,026
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
8,982
shares
|
$272,783
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,944
shares
|
$271,629
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
8,778
shares
|
$266,587
0.0% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
8,773
shares
|
$266,436
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,720
shares
|
$264,826
0.15% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
8,570
shares
|
$260,270
0.01% of portfolio
|
Q3 2025
Added 122.77%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,411
shares
|
$255,442
0.0% of portfolio
|
Q2 2024
Added 105037.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,308
shares
|
$252,313
0.0% of portfolio
|
Q3 2025
Added 43.81%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
8,154
shares
|
$247,636
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,141
shares
|
$247,242
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
8,093
shares
|
$245,784
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
7,974
shares
|
$242,170
0.14% of portfolio
|
Q3 2025
Reduced 2.27%
|
|