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Schwab Fundamental U.S. Small Company Index ETF (FNDA) Institutional Ownership

Schwab Fundamental U.S. Small Company Index ETF logo
$30.99 +0.49 (+1.61%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Number of
Institutional Buyers
(last 12 months)
245
Total
Institutional Inflows
(last 12 months)
$540.97M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$38.13M
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FNDA Institutional Buying and Selling by Quarter

Schwab Fundamental U.S. Small Company Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025GSB Wealth Management LLC225,961$6.71M1.7%+139.5%0.154%
1/21/2025Geneos Wealth Management Inc.2,190$65K0.0%+100.0%0.001%
1/21/2025Aspiring Ventures LLC19,219$586K0.4%N/A0.013%
1/21/2025Fifth Third Bancorp1,304$39K0.0%+87.6%0.001%
1/21/2025Vishria Bird Financial Group LLC18,768$557K0.2%+100.0%0.013%
1/21/2025Patriot Investment Management Group Inc.9,694$288K0.0%+100.0%0.007%
1/21/2025Sound Income Strategies LLC4,138$123K0.0%+217.6%0.003%
1/21/2025Rappaport Reiches Capital Management LLC7,000$208K0.1%+100.0%0.005%
1/21/2025RFG Advisory LLC33,017$981K0.0%+107.2%0.022%
1/21/2025Johnson Bixby & Associates LLC370,138$10.99M1.7%+105.1%0.252%
1/21/2025Brighton Jones LLC12,759$379K0.0%+97.5%0.009%
1/17/2025 Red Door Wealth Management LLC17,828$529K0.1%+137.8%0.012%
1/17/2025 Cedar Point Capital Partners LLC39,360$1.17M0.8%+99.5%0.027%
1/17/2025 Mutual Advisors LLC24,147$732K0.0%-4.8%0.016%
1/17/2025 Janney Montgomery Scott LLC30,670$911K0.0%+48.7%0.021%
1/17/2025 Bartlett & CO. Wealth Management LLC972$29K0.0%+100.0%0.001%
1/17/2025 GoalVest Advisory LLC1,688$50K0.0%+95.1%0.001%
1/17/2025 MCF Advisors LLC5,512$164K0.0%+100.0%0.004%
1/17/2025 Verum Partners LLC180,954$5.37M1.6%+92.9%0.123%
1/17/2025 Signature Resources Capital Management LLC1,232$37K0.0%+100.0%0.001%
1/16/2025 Charles Schwab Trust Co371,191$11.02M0.9%+103.4%0.253%
1/16/2025 Koshinski Asset Management Inc.7,468$222K0.0%+97.3%0.005%
1/16/2025 Sowa Financial Group Inc.16,935$503K0.3%N/A0.012%
1/16/2025 Prairiewood Capital LLC1,450,926$43.09M18.4%+111.8%0.987%
1/16/2025 Gemmer Asset Management LLC585,448$17.39M1.7%+107.9%0.398%
1/16/2025 Shore Point Advisors LLC367,754$10.92M5.9%+106.3%0.250%
1/16/2025 UMB Bank n.a.1,900$56K0.0%+100.0%0.001%
1/16/2025 Cambridge Advisors Inc.54,475$1.62M0.4%+120.6%0.037%
1/16/2025 Lbmc Investment Advisors LLC26,652$792K0.1%+100.0%0.018%
1/16/2025 Clarius Group LLC1,993,205$59.20M4.0%+92.1%1.356%
1/15/2025 Smith Salley Wealth Management8,444$251K0.0%+8.2%0.006%
1/15/2025 Raub Brock Capital Management LP183,819$5.46M1.2%+101.8%0.125%
1/15/2025 HB Wealth Management LLC10,428$310K0.0%+77.8%0.007%
1/15/2025 CGN Advisors LLC37,546$1.12M0.1%+93.3%0.026%
1/15/2025 Howard Financial Services LTD.36,665$1.09M0.1%+100.9%0.025%
1/15/2025 First Pacific Financial818,426$24.31M5.7%+98.1%0.557%
1/15/2025 Goldstone Financial Group LLC419,531$12.46M2.0%+125.4%0.285%
1/15/2025 Guardian Financial Partners LLC26,483$787K0.5%+128.1%0.018%
1/14/2025 Sebold Capital Management Inc.150,410$4.47M3.0%+101.2%0.102%
1/14/2025 Lakewood Asset Management LLC71,830$2.13M1.5%+97.9%0.049%
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1/14/2025 Paragon Capital Management Ltd10,958$325K0.1%+100.0%0.007%
1/14/2025 Builder Investment Group Inc. ADV9,866$293K0.1%+99.9%0.007%
1/14/2025 Redhawk Wealth Advisors Inc.7,003$208K0.0%+100.7%0.005%
1/14/2025 Park Avenue Securities LLC6,826$203K0.0%+69.3%0.005%
1/14/2025 Kathmere Capital Management LLC197,704$5.87M0.5%+90.2%0.134%
1/14/2025 SeaCrest Wealth Management LLC11,578$344K0.0%+85.9%0.008%
1/13/2025 BCS Wealth Management20,828$619K0.2%N/A0.014%
1/13/2025 AdvisorNet Financial Inc21,337$634K0.1%+92.5%0.015%
1/13/2025 Ehrlich Financial Group8,982$267K0.2%+100.0%0.006%
1/13/2025 Abound Wealth Management5,127$152K0.0%+138.9%0.003%
1/13/2025 Wedmont Private Capital12,307$359K0.0%+100.0%0.008%
1/13/2025 Founders Capital Management71,798$2.13M1.3%+103.2%0.049%
1/13/2025 Capital Investment Advisors LLC7,824$232K0.0%+116.1%0.005%
1/13/2025 Brookstone Capital Management11,282$335K0.0%+45.9%0.008%
1/13/2025 Boyce & Associates Wealth Consulting Inc.13,758$409K0.4%+98.6%0.009%
1/10/2025 Bruce G. Allen Investments LLC18,303$544K0.4%+100.4%0.012%
1/10/2025 HBW Advisory Services LLC54,820$1.63M0.2%+97.6%0.037%
1/10/2025 ORG Partners LLC7,293$217K0.0%+146.1%0.005%
1/8/2025 Collective Family Office LLC436,916$12.98M3.6%+101.8%0.297%
1/7/2025 Moller Wealth Partners1,000,316$29.71M7.8%+89.2%0.680%
1/6/2025 Kings Path Partners LLC4,644$138K0.1%+100.0%0.003%
12/26/2024JPMorgan Chase & Co.41,430$2.47M0.0%-2.6%0.028%
12/2/2024Capasso Planning Partners LLC5,428$323K0.1%+10.6%0.004%
11/25/2024Wilmington Savings Fund Society FSB18,843$1.12M0.0%N/A0.013%
11/25/2024Sanctuary Advisors LLC529,857$31.56M0.2%+121.1%0.360%
11/18/2024Asset Allocation Strategies LLC14,401$858K0.2%N/A0.010%
11/15/2024Y Intercept Hong Kong Ltd4,706$280K0.0%N/A0.003%
11/15/2024MML Investors Services LLC33,204$1.98M0.0%-25.0%0.023%
11/15/2024Orion Portfolio Solutions LLC43,851$2.61M0.1%-13.6%0.030%
11/15/2024EP Wealth Advisors LLC20,266$1.21M0.0%-11.1%0.014%
11/15/2024Jane Street Group LLC30,140$1.80M0.0%+70.1%0.021%
11/15/2024Stifel Financial Corp13,029$776K0.0%-84.7%0.009%
11/15/2024SageView Advisory Group LLC26,984$1.61M0.1%-10.6%0.018%
11/15/2024IHT Wealth Management LLC6,892$409K0.0%+41.0%0.005%
11/15/2024HighTower Advisors LLC70,506$4.20M0.0%-5.8%0.048%
11/14/2024Ironwood Investment Counsel LLC442,380$26.35M4.4%+65.6%0.301%
11/14/2024Flow Traders U.S. LLC6,250$372K0.0%N/A0.004%
11/14/2024Captrust Financial Advisors40,383$2.41M0.0%-4.5%0.027%
11/14/2024Bell Investment Advisors Inc359,722$21.43M3.9%-1.1%0.245%
11/13/2024FMR LLC36,614$2.18M0.0%+12.9%0.025%
11/12/2024Cahill Financial Advisors Inc.18,864$1.12M0.2%+7.7%0.013%
11/12/2024Larson Financial Group LLC4,088$243K0.0%-14.0%0.003%
11/12/2024Cerity Partners LLC126,385$7.53M0.0%-2.7%0.086%
11/12/2024Great Valley Advisor Group Inc.28,987$1.73M0.0%N/A0.020%
11/12/2024Waddell & Associates LLC1,283,090$76.43M9.3%+2.3%0.873%
11/12/2024Charles Schwab Investment Management Inc.98,755,404$5.88B1.1%+1.1%67.181%
11/9/2024Creekside Partners6,891$410K0.2%-8.6%0.005%
11/8/2024Steele Capital Management Inc.1,002,381$59.71M3.1%+2.7%0.682%
11/8/2024First Horizon Advisors Inc.1,988$118K0.0%N/A0.001%
11/8/2024Howe & Rusling Inc.3,203$191K0.0%+14.2%0.002%
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11/8/2024New Millennium Group LLC49,864$2.97M1.9%+130.8%0.034%
11/8/2024Horan Capital Advisors LLC.122,399$7.29M2.4%+0.4%0.083%
11/8/2024Prospera Financial Services Inc6,065$361K0.0%+27.6%0.004%
11/7/2024Caprock Group LLC11,540$687K0.0%N/A0.008%
11/7/2024OneAscent Wealth Management LLC8,424$502K0.2%N/A0.006%
11/7/2024MidAtlantic Capital Management Inc.736$44K0.0%N/A0.001%
11/7/2024MAI Capital Management172,198$10.26M0.1%+0.6%0.117%
11/7/2024Thrivent Financial for Lutherans388,434$23.14M0.0%+13.9%0.264%
11/6/2024Accredited Investors Inc.340,212$20.27M1.2%+21.1%0.231%
11/6/2024Cutler Investment Counsel LLC29,488$1.76M0.2%-1.7%0.020%
(Data available from 1/1/2016 forward)

FNDA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDA shares?

During the previous two years, 346 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Small Company Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($5.88B), Charles Schwab Investment Advisory Inc. ($5.47B), Waddell & Associates LLC ($76.43M), Steele Capital Management Inc. ($59.71M), Clarius Group LLC ($59.20M), Prairiewood Capital LLC ($43.09M), and Ameriprise Financial Inc. ($41.39M).Learn more on FNDA's institutional investors.

Which institutional investors have been buying Schwab Fundamental U.S. Small Company Index ETF stock?

Of the 310 institutional investors that purchased Schwab Fundamental U.S. Small Company Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($9.55M), SageView Advisory Group LLC ($2.93M), Charles Schwab Investment Management Inc. ($1.11M), Prairiewood Capital LLC ($1.04M), Clarius Group LLC ($1.01M), Steele Capital Management Inc. ($1.00M), and Trilogy Capital Inc. ($621.61K).

How much institutional buying is happening at Schwab Fundamental U.S. Small Company Index ETF?

Institutional investors have bought a total of 29,348,181 shares in the last 24 months. This purchase volume represents approximately $799.55M in transactions.

Which Schwab Fundamental U.S. Small Company Index ETF major shareholders have been selling company stock?

Of the 146 institutional investors that sold Schwab Fundamental U.S. Small Company Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arlington Financial Advisors LLC ($215.84K), Kathmere Capital Management LLC ($184.05K), Orion Portfolio Solutions LLC ($160.72K), SageView Advisory Group LLC ($141.38K), Hilltop Partners LLC ($121.20K), Gemmer Asset Management LLC ($110.39K), and McAdam LLC ($89.60K).

How much institutional selling is happening at Schwab Fundamental U.S. Small Company Index ETF?

Institutional investors have sold a total of 2,246,240 shares in the last 24 months. This volume of shares sold represents approximately $60.45M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 1/21/2025 by MarketBeat.com Staff
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