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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
43,274
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
43,247
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
43,083
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
42,768
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
41,882
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
41,216
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
41,117
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2025
Reduced 32.79%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
40,579
shares
|
$1.23 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
39,716
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
38,895
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
38,596
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
38,378
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
38,317
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,158
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
37,686
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,345
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
37,059
shares
|
$1.13 Million
0.28% of portfolio
|
Q3 2025
Added 32.54%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
36,819
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
36,772
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
36,631
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
36,294
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 21.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
36,023
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
35,501
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
35,234
shares
|
$1.07 Million
1.11% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
34,786
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|