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 500 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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
438
shares
|
$13,302
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
435
shares
|
$13,210
0.0% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
422
shares
|
$12,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
418
shares
|
$12,694
0.01% of portfolio
|
Q2 2025
Reduced 96.94%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
410
shares
|
$12,451
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
388
shares
|
$11,783
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
384
shares
|
$11,662
0.0% of portfolio
|
Q3 2025
Reduced 84.74%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
366
shares
|
$11,115
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
358
shares
|
$10,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
336
shares
|
$10,204
0.0% of portfolio
|
Q2 2025
Reduced 80.27%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
334
shares
|
$10,143
0.0% of portfolio
|
Q4 2025
Reduced 19.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
305
shares
|
$9,262
0.0% of portfolio
|
Q3 2025
Added 342.03%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
286
shares
|
$8,685
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
276
shares
|
$8,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
271
shares
|
$8,230
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
260
shares
|
$7,896
0.0% of portfolio
|
Q1 2024
Added 74.62%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
260
shares
|
$7,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
253
shares
|
$7,683
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
251
shares
|
$7,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
222
shares
|
$6,742
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
216
shares
|
$6,559
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
216
shares
|
$6,559
0.0% of portfolio
|
Q2 2024
Reduced 64.18%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
215
shares
|
$6,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
212
shares
|
$6,438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
200
shares
|
$6,074
0.0% of portfolio
|
Q3 2025
New holding
|
|