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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
485,146
shares
|
$14.7 Million
1.79% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
483,607
shares
|
$14.7 Million
0.81% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
455,135
shares
|
$13.8 Million
6.64% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
452,746
shares
|
$13.7 Million
3.49% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
428,717
shares
|
$13 Million
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
427,205
shares
|
$13 Million
0.75% of portfolio
|
Q3 2025
Reduced 46.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
414,832
shares
|
$12.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
410,011
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
390,210
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2025
Added 88.36%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
384,516
shares
|
$11.7 Million
0.83% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
358,665
shares
|
$10.9 Million
0.25% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
339,209
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
335,030
shares
|
$10.2 Million
3.88% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
329,897
shares
|
$10 Million
2.51% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
320,718
shares
|
$9.74 Million
0.01% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
317,832
shares
|
$9.65 Million
2.41% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
313,923
shares
|
$9.53 Million
0.01% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
304,075
shares
|
$9.23 Million
0.05% of portfolio
|
Q3 2025
Added 50.64%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
300,841
shares
|
$9.14 Million
1.65% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
290,971
shares
|
$8.84 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
290,110
shares
|
$8.81 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
288,025
shares
|
$8.75 Million
4.31% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
281,251
shares
|
$8.54 Million
1.38% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
278,146
shares
|
$8.45 Million
0.09% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
261,153
shares
|
$7.93 Million
2.44% of portfolio
|
Q1 2025
Added 1.38%
|
|