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 469 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $6.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
28,117
shares
|
$768,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
27,462
shares
|
$750,811
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
27,306
shares
|
$746,546
0.0% of portfolio
|
Q4 2024
Added 108.0%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
27,252
shares
|
$745,069
0.24% of portfolio
|
Q4 2024
Added 103.86%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
26,483
shares
|
$724,045
0.58% of portfolio
|
Q4 2024
Added 128.09%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
25,706
shares
|
$702,802
0.11% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
25,457
shares
|
$695,994
0.02% of portfolio
|
Q4 2024
Added 118.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
24,515
shares
|
$670,240
0.0% of portfolio
|
Q4 2024
Added 204.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,147
shares
|
$660,178
0.02% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,682
shares
|
$647,465
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
23,140
shares
|
$632,647
0.14% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
22,939
shares
|
$627,152
0.16% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
22,936
shares
|
$627,070
0.03% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
21,910
shares
|
$599,019
0.39% of portfolio
|
Q4 2024
Added 100.92%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
21,854
shares
|
$597,488
0.05% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
21,573
shares
|
$589,805
0.39% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
21,441
shares
|
$586,196
0.01% of portfolio
|
Q4 2024
Added 44.42%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
21,116
shares
|
$577,311
0.24% of portfolio
|
Q4 2024
Added 100.06%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
20,558
shares
|
$562,055
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
20,223
shares
|
$552,896
0.01% of portfolio
|
Q4 2024
Added 128.35%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
19,605
shares
|
$536,000
0.38% of portfolio
|
Q4 2024
Added 91.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
19,527
shares
|
$533,868
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
19,219
shares
|
$525,447
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
19,122
shares
|
$522,795
0.02% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
19,122
shares
|
$522,795
0.41% of portfolio
|
Q1 2025
Added 4.47%
|