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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,738
shares
|
$143,893
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
4,730
shares
|
$143,650
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
4,607
shares
|
$139,914
0.01% of portfolio
|
Q3 2025
Added 1510.84%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
4,584
shares
|
$139,216
0.05% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,324
shares
|
$131,319
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
4,316
shares
|
$131,076
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
4,289
shares
|
$130,256
0.07% of portfolio
|
Q2 2023
Reduced 5.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,174
shares
|
$126,764
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
3,778
shares
|
$114,737
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,563
shares
|
$108,208
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,930
shares
|
$88,984
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,874
shares
|
$87,283
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,825
shares
|
$85,795
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,756
shares
|
$83,699
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,700
shares
|
$81,999
0.03% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,696
shares
|
$81,877
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,559
shares
|
$77,716
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
2,490
shares
|
$75,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
2,470
shares
|
$75,013
0.01% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
2,466
shares
|
$74,892
0.02% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,444
shares
|
$74,224
0.0% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,436
shares
|
$73,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,199
shares
|
$66,783
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,132
shares
|
$64,748
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,900
shares
|
$57,703
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|