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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,818
shares
|
$237,432
0.01% of portfolio
|
Q3 2025
Reduced 50.73%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
7,736
shares
|
$234,942
0.04% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,698
shares
|
$233,788
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
7,677
shares
|
$233,150
0.09% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,639
shares
|
$231,996
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
7,628
shares
|
$231,662
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
7,573
shares
|
$229,992
0.0% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
7,559
shares
|
$229,566
0.01% of portfolio
|
Q4 2024
Added 99.97%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,552
shares
|
$229,354
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,510
shares
|
$228,078
0.01% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,463
shares
|
$226,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,407
shares
|
$224,950
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
7,358
shares
|
$223,462
0.02% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
7,342
shares
|
$222,976
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,321
shares
|
$222,338
0.02% of portfolio
|
Q3 2023
Reduced 8.09%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
7,287
shares
|
$221,306
0.01% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
7,278
shares
|
$221,032
0.08% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,237
shares
|
$219,787
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,202
shares
|
$218,724
0.0% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,184
shares
|
$218,178
0.0% of portfolio
|
Q3 2023
Reduced 36.6%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
7,146
shares
|
$217,024
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
7,000
shares
|
$212,590
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
7,000
shares
|
$212,590
0.03% of portfolio
|
Q3 2025
Reduced 44.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,973
shares
|
$211,770
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
6,972
shares
|
$211,739
0.12% of portfolio
|
Q3 2025
New holding
|
|