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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
129,197
shares
|
$3.92 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
129,149
shares
|
$3.92 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
122,200
shares
|
$3.71 Million
0.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
114,516
shares
|
$3.48 Million
0.15% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
110,285
shares
|
$3.35 Million
2.18% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
109,177
shares
|
$3.32 Million
0.57% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
108,870
shares
|
$3.31 Million
3.31% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
106,727
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.68%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
100,341
shares
|
$3.05 Million
0.28% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
98,983
shares
|
$3.01 Million
3.05% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
95,498
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
93,551
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
93,096
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
89,941
shares
|
$2.73 Million
0.33% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
89,204
shares
|
$2.71 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
87,555
shares
|
$2.66 Million
0.06% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
84,935
shares
|
$2.58 Million
0.58% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
82,043
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2025
Added 37.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
81,936
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Added 30.48%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
79,496
shares
|
$2.41 Million
0.49% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
79,284
shares
|
$2.41 Million
3.67% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
78,855
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.05%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
78,488
shares
|
$2.38 Million
1.61% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
77,033
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Added 731.08%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
76,728
shares
|
$2.33 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.2%
|
|