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 428 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
33,193
shares
|
$994,794
0.38% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,499
shares
|
$973,995
0.02% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
32,424
shares
|
$971,747
0.02% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,265
shares
|
$966,982
0.01% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
31,850
shares
|
$954,544
0.0% of portfolio
|
Q3 2024
Added 52.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,219
shares
|
$935,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,140
shares
|
$903,295
0.0% of portfolio
|
Q3 2024
Added 70.13%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
29,488
shares
|
$883,755
0.22% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
28,987
shares
|
$868,740
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
28,163
shares
|
$844,045
0.0% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
28,065
shares
|
$841,108
0.02% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
27,861
shares
|
$834,994
0.71% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
27,747
shares
|
$831,577
0.27% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
27,576
shares
|
$826,452
0.99% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
27,000
shares
|
$809,190
0.14% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
26,984
shares
|
$808,710
0.08% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
26,386
shares
|
$790,788
0.29% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
25,372
shares
|
$760,398
0.04% of portfolio
|
Q3 2024
Added 94.02%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
24,689
shares
|
$739,929
0.33% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,175
shares
|
$694,554
0.0% of portfolio
|
Q3 2024
Reduced 44.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
22,976
shares
|
$688,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
21,634
shares
|
$648,370
0.34% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
20,915
shares
|
$626,822
0.26% of portfolio
|
Q3 2024
Reduced 77.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,622
shares
|
$618,041
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
20,266
shares
|
$607,372
0.01% of portfolio
|
Q3 2024
Reduced 11.12%
|