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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,806
shares
|
$54,848
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,764
shares
|
$53,572
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,684
shares
|
$51,143
0.0% of portfolio
|
Q3 2025
Reduced 62.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,616
shares
|
$49,077
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,610
shares
|
$48,895
0.0% of portfolio
|
Q2 2025
Reduced 27.41%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,590
shares
|
$48,288
0.03% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,580
shares
|
$47,984
0.04% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,570
shares
|
$47,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,516
shares
|
$46,040
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,504
shares
|
$45,676
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,448
shares
|
$43,975
0.0% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,440
shares
|
$43,732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,407
shares
|
$42,730
0.02% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$42,518
0.01% of portfolio
|
Q4 2022
Added 21.53%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
1,336
shares
|
$40,574
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,304
shares
|
$39,602
0.0% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,237
shares
|
$37,567
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,156
shares
|
$35,107
0.0% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,144
shares
|
$34,743
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,144
shares
|
$34,743
0.0% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,106
shares
|
$33,589
0.0% of portfolio
|
Q3 2025
Reduced 42.52%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,092
shares
|
$33,164
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,088
shares
|
$33,042
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,080
shares
|
$32,799
0.01% of portfolio
|
Q4 2025
Added 25.58%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,064
shares
|
$32,313
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|