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 |
|---|---|---|---|---|---|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
18,790
shares
|
$570,652
0.31% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
18,596
shares
|
$564,760
0.01% of portfolio
|
Q4 2024
Added 98.44%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
18,476
shares
|
$561,116
0.15% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
18,284
shares
|
$555,285
0.18% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
18,246
shares
|
$554,131
0.21% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
18,163
shares
|
$551,610
0.09% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
18,160
shares
|
$551,519
0.05% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
18,108
shares
|
$549,939
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
17,408
shares
|
$528,680
0.02% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
17,257
shares
|
$524,095
0.18% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
17,178
shares
|
$521,695
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
17,083
shares
|
$518,810
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
16,458
shares
|
$499,829
0.46% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
16,438
shares
|
$499,222
0.33% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
16,428
shares
|
$498,918
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
16,312
shares
|
$495,395
0.01% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,301
shares
|
$495,061
0.01% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
16,266
shares
|
$493,998
0.04% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
16,091
shares
|
$488,683
0.03% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
16,054
shares
|
$487,559
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
16,038
shares
|
$487,074
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
16,033
shares
|
$486,922
0.17% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
15,817
shares
|
$480,362
0.05% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
15,769
shares
|
$478,904
0.0% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
15,694
shares
|
$476,626
0.0% of portfolio
|
Q3 2025
Added 5.63%
|
|