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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
15,864
shares
|
$433,721
0.02% of portfolio
|
Q4 2024
Added 52.11%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
15,721
shares
|
$429,812
0.02% of portfolio
|
Q1 2025
Added 27.74%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,565
shares
|
$425,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
15,481
shares
|
$423,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
15,396
shares
|
$420,926
0.06% of portfolio
|
Q4 2024
Added 63.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
15,344
shares
|
$419,504
0.01% of portfolio
|
Q4 2024
Added 111.35%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,286
shares
|
$417,919
0.15% of portfolio
|
Q4 2024
Added 105.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
15,042
shares
|
$411,248
0.0% of portfolio
|
Q4 2024
Added 107.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
14,774
shares
|
$403,921
0.0% of portfolio
|
Q4 2024
Added 114.61%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
14,508
shares
|
$396,648
0.09% of portfolio
|
Q4 2024
Added 93.85%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
14,419
shares
|
$394,215
0.16% of portfolio
|
Q4 2024
Added 117.74%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
14,401
shares
|
$393,723
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
14,039
shares
|
$383,826
0.05% of portfolio
|
Q4 2024
Added 105.88%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
13,988
shares
|
$382,431
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
13,780
shares
|
$376,745
0.21% of portfolio
|
Q4 2024
Added 99.97%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
13,758
shares
|
$376,143
0.45% of portfolio
|
Q4 2024
Added 98.56%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,729
shares
|
$375,350
0.02% of portfolio
|
Q3 2022
Reduced 73.16%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
13,717
shares
|
$375,022
0.31% of portfolio
|
Q4 2024
Added 103.55%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
13,706
shares
|
$374,722
0.31% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,696
shares
|
$374,448
0.03% of portfolio
|
Q4 2024
Added 61.41%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
13,596
shares
|
$371,714
0.17% of portfolio
|
Q4 2024
Added 61.4%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
13,484
shares
|
$368,652
0.46% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
12,885
shares
|
$352,275
0.01% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,827
shares
|
$350,690
0.63% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
12,820
shares
|
$350,498
0.0% of portfolio
|
Q4 2024
New holding
|