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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
6,855
shares
|
$208,186
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,818
shares
|
$207,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
6,791
shares
|
$206,242
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,774
shares
|
$205,726
0.05% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
6,760
shares
|
$205,301
0.1% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
6,639
shares
|
$201,626
0.05% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
6,627
shares
|
$201,261
0.0% of portfolio
|
Q4 2025
Reduced 11.2%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
6,592
shares
|
$200,199
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,570
shares
|
$199,530
0.0% of portfolio
|
Q4 2022
Reduced 2.41%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
6,427
shares
|
$195,187
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
6,338
shares
|
$192,485
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,997
shares
|
$182,128
0.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
5,740
shares
|
$174,323
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,734
shares
|
$174,141
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,707
shares
|
$173,321
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
5,697
shares
|
$173,017
0.01% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,599
shares
|
$170,041
0.11% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,556
shares
|
$168,735
0.0% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,545
shares
|
$168,401
0.28% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5,426
shares
|
$164,787
0.07% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,393
shares
|
$163,785
0.0% of portfolio
|
Q3 2025
Reduced 46.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,950
shares
|
$150,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,805
shares
|
$145,927
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
4,775
shares
|
$145,016
0.06% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,756
shares
|
$144,439
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|