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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,018
shares
|
$30,916
0.0% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
955
shares
|
$29,003
0.01% of portfolio
|
Q4 2023
Reduced 22.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
906
shares
|
$27,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
860
shares
|
$26,118
0.01% of portfolio
|
Q3 2025
Added 109.76%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
840
shares
|
$25,510
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
764
shares
|
$23,202
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
732
shares
|
$22,230
0.01% of portfolio
|
Q3 2025
Reduced 56.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
714
shares
|
$21,684
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
692
shares
|
$21,016
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
686
shares
|
$20,833
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
613
shares
|
$18,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
598
shares
|
$18,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
587
shares
|
$17,827
0.0% of portfolio
|
Q1 2025
Added 109.64%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
582
shares
|
$17,675
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
580
shares
|
$17,614
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
560
shares
|
$17,007
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
558
shares
|
$16,946
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
547
shares
|
$16,612
0.01% of portfolio
|
Q3 2025
Reduced 99.54%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
542
shares
|
$16,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
524
shares
|
$15,913
0.0% of portfolio
|
Q2 2025
Added 46.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
514
shares
|
$15,610
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
490
shares
|
$14,881
0.0% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
486
shares
|
$14,759
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
443
shares
|
$13,453
0.0% of portfolio
|
Q3 2025
Reduced 54.89%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
438
shares
|
$13,302
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|