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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
184
shares
|
$5,588
0.0% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
174
shares
|
$5,284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
169
shares
|
$5,132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
162
shares
|
$4,919
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
162
shares
|
$4,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
154
shares
|
$4,676
0.0% of portfolio
|
Q3 2025
Reduced 18.09%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
153
shares
|
$4,646
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
152
shares
|
$4,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
148
shares
|
$4,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
128
shares
|
$3,887
0.0% of portfolio
|
Q2 2025
Reduced 43.86%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
123
shares
|
$3,735
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
122
shares
|
$3,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
115
shares
|
$3,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
114
shares
|
$3,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
101
shares
|
$3,067
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
96
shares
|
$2,915
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
95
shares
|
$2,885
0.0% of portfolio
|
Q3 2025
Reduced 84.58%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
95
shares
|
$2,885
0.0% of portfolio
|
Q4 2024
Added 102.13%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
94
shares
|
$2,854
0.0% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
86
shares
|
$2,611
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
85
shares
|
$2,581
0.0% of portfolio
|
Q1 2023
Reduced 49.4%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
80
shares
|
$2,429
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
78
shares
|
$2,368
0.0% of portfolio
|
Q2 2025
Reduced 75.47%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
61
shares
|
$1,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
55
shares
|
$1,670
0.0% of portfolio
|
Q4 2024
New holding
|
|