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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
260,680
shares
|
$7.92 Million
0.0% of portfolio
|
Q2 2025
Added 111.25%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
248,496
shares
|
$7.55 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
241,253
shares
|
$7.33 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
225,270
shares
|
$6.84 Million
1.22% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
203,712
shares
|
$6.19 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
203,614
shares
|
$6.18 Million
2.83% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
197,256
shares
|
$5.99 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
189,499
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2025
Added 15.73%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
187,540
shares
|
$5.7 Million
1.89% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
181,483
shares
|
$5.51 Million
0.01% of portfolio
|
Q3 2025
Added 62.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
179,124
shares
|
$5.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
171,243
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
169,417
shares
|
$5.15 Million
1.83% of portfolio
|
Q3 2023
Added 5.95%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
168,620
shares
|
$5.12 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
167,473
shares
|
$5.09 Million
0.03% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
162,144
shares
|
$4.92 Million
2.86% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
154,897
shares
|
$4.7 Million
0.54% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
154,366
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
149,221
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
141,856
shares
|
$4.31 Million
1.36% of portfolio
|
Q3 2025
Reduced 24.81%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
140,317
shares
|
$4.26 Million
1.09% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
139,693
shares
|
$4.24 Million
2.99% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
135,535
shares
|
$4.12 Million
0.07% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
131,269
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
129,857
shares
|
$3.94 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.81%
|
|