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 |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
20,216
shares
|
$605,873
0.07% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,034
shares
|
$600,418
0.01% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
19,731
shares
|
$591,338
0.81% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
19,428
shares
|
$582,257
0.13% of portfolio
|
Q2 2024
Added 3.49%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
19,186
shares
|
$575,004
0.06% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
19,031
shares
|
$570,359
0.12% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
18,864
shares
|
$565,354
0.16% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
18,843
shares
|
$564,724
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
18,478
shares
|
$553,785
0.08% of portfolio
|
Q3 2024
Reduced 29.46%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
18,247
shares
|
$546,862
0.16% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17,385
shares
|
$521,028
0.04% of portfolio
|
Q2 2024
Added 29.85%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
16,918
shares
|
$507,032
1.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
16,431
shares
|
$492,437
0.03% of portfolio
|
Q3 2024
Added 81.18%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,164
shares
|
$484,435
0.11% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
15,937
shares
|
$477,631
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,150
shares
|
$454,045
0.1% of portfolio
|
Q3 2024
Added 57.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
14,867
shares
|
$445,563
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,846
shares
|
$444,934
0.01% of portfolio
|
Q3 2024
Added 26.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
14,846
shares
|
$444,934
0.02% of portfolio
|
Q3 2024
Reduced 52.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
14,638
shares
|
$438,700
0.02% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
14,566
shares
|
$436,543
0.08% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
14,506
shares
|
$434,744
0.32% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
14,401
shares
|
$431,597
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
14,275
shares
|
$427,821
0.08% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
14,196
shares
|
$425,454
0.14% of portfolio
|
Q3 2024
Reduced 0.45%
|