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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
646
shares
|
$19,838
0.01% of portfolio
|
Q4 2024
Added 100.62%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
632
shares
|
$19,408
0.0% of portfolio
|
Q4 2024
Added 426.67%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
617
shares
|
$18,948
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
589
shares
|
$18,088
0.0% of portfolio
|
Q2 2024
Added 11.55%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
582
shares
|
$17,873
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
572
shares
|
$17,566
0.01% of portfolio
|
Q2 2024
Reduced 45.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
565
shares
|
$17,351
0.0% of portfolio
|
Q2 2024
Added 482.47%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
560
shares
|
$17,197
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
546
shares
|
$16,767
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
544
shares
|
$16,706
0.01% of portfolio
|
Q2 2021
Reduced 98.03%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
532
shares
|
$16,337
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
486
shares
|
$14,925
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
454
shares
|
$13,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
437
shares
|
$13,420
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
434
shares
|
$13,328
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
416
shares
|
$12,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
410
shares
|
$12,591
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
395
shares
|
$12,130
0.0% of portfolio
|
Q3 2024
Reduced 20.68%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
388
shares
|
$11,915
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
378
shares
|
$11,608
0.0% of portfolio
|
Q3 2024
Reduced 51.85%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
358
shares
|
$10,994
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
357
shares
|
$10,963
0.0% of portfolio
|
Q2 2023
Reduced 13.35%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
347
shares
|
$10,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
346
shares
|
$10,625
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
333
shares
|
$10,226
0.0% of portfolio
|
Q3 2024
Reduced 60.02%
|