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 429 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
54,820
shares
|
$1.6 Million
0.25% of portfolio
|
Q4 2024
Added 97.57%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
50,532
shares
|
$1.47 Million
2.11% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
49,864
shares
|
$1.45 Million
1.93% of portfolio
|
Q3 2024
Added 130.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
49,733
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
46,900
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
45,989
shares
|
$1.34 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
45,956
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
45,547
shares
|
$1.33 Million
0.8% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
43,851
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
42,903
shares
|
$1.25 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
42,763
shares
|
$1.25 Million
0.49% of portfolio
|
Q3 2024
Added 45.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
41,430
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
41,216
shares
|
$1.2 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
40,978
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Added 84.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,508
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
40,383
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
38,895
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
38,869
shares
|
$1.13 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,158
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
36,303
shares
|
$1.06 Million
1.48% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
35,614
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
35,331
shares
|
$1.03 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
35,235
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
33,712
shares
|
$983,041
0.16% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
33,250
shares
|
$969,570
0.0% of portfolio
|
Q3 2024
Added 37.93%
|