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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
24,949
shares
|
$757,701
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
24,535
shares
|
$745,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
23,720
shares
|
$720,376
0.02% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
23,622
shares
|
$717,400
0.01% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
23,523
shares
|
$714,393
0.26% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
23,444
shares
|
$711,994
0.1% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
23,140
shares
|
$702,761
0.14% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
22,892
shares
|
$695,230
0.0% of portfolio
|
Q3 2025
Reduced 28.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
22,626
shares
|
$687,151
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
22,540
shares
|
$684,539
0.06% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
22,100
shares
|
$671,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
21,854
shares
|
$663,705
0.04% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
21,703
shares
|
$659,120
0.37% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,625
shares
|
$656,751
0.0% of portfolio
|
Q3 2025
Added 38.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
21,355
shares
|
$648,551
0.0% of portfolio
|
Q3 2025
Added 48.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
21,100
shares
|
$640,807
0.01% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
20,850
shares
|
$633,214
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
20,495
shares
|
$622,433
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
20,314
shares
|
$616,936
0.07% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
20,081
shares
|
$609,859
0.02% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
19,838
shares
|
$602,480
0.43% of portfolio
|
Q3 2025
Added 43.5%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
19,397
shares
|
$589,086
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
19,320
shares
|
$586,748
0.36% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
19,207
shares
|
$583,316
0.43% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
18,832
shares
|
$571,927
0.01% of portfolio
|
Q3 2025
Reduced 17.45%
|
|