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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
34,534
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
33,353
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
33,307
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,499
shares
|
$986,994
0.02% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
31,700
shares
|
$962,729
0.88% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,763
shares
|
$934,272
0.0% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
30,732
shares
|
$933,330
0.0% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
30,045
shares
|
$912,466
0.13% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
29,527
shares
|
$896,734
0.0% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
29,452
shares
|
$894,457
0.04% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
28,887
shares
|
$877,298
0.07% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
28,847
shares
|
$876,083
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
27,977
shares
|
$849,661
0.0% of portfolio
|
Q3 2025
Reduced 50.44%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
27,883
shares
|
$846,806
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
27,802
shares
|
$844,346
0.0% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
27,715
shares
|
$841,704
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
27,462
shares
|
$834,020
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
27,334
shares
|
$830,133
0.01% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
26,493
shares
|
$804,592
0.03% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
26,094
shares
|
$792,474
0.05% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
25,825
shares
|
$784,305
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
25,810
shares
|
$783,849
0.0% of portfolio
|
Q3 2025
Added 133.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
25,778
shares
|
$782,877
0.02% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
25,440
shares
|
$772,612
0.03% of portfolio
|
Q3 2025
Reduced 52.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
25,269
shares
|
$767,419
0.06% of portfolio
|
Q3 2025
Reduced 0.41%
|
|