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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
73,130
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
71,773
shares
|
$2.18 Million
1.19% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
71,449
shares
|
$2.17 Million
0.1% of portfolio
|
Q3 2025
Reduced 41.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
71,186
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
70,192
shares
|
$2.13 Million
0.35% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
68,766
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
68,655
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
68,495
shares
|
$2.08 Million
0.23% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,229
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2022
Added 0.51%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
67,138
shares
|
$2.04 Million
1.66% of portfolio
|
Q3 2025
Reduced 53.21%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
66,919
shares
|
$2.03 Million
0.31% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
65,160
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
64,706
shares
|
$1.97 Million
0.36% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
62,608
shares
|
$1.9 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
60,821
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
58,864
shares
|
$1.79 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
57,877
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
56,150
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
54,882
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
53,781
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
51,124
shares
|
$1.55 Million
0.81% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
50,669
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 136.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
47,702
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
46,070
shares
|
$1.4 Million
0.94% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
45,453
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.0%
|
|