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

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Closing price 02/21/2025 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)
363
Total
Institutional Inflows
(last 12 months)
$3.89B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$34.18M
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Skip Chart & View Institutional Buying and Selling Data

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
2/18/2025 10Elms LLP17,264$513K0.5%N/A0.012%
2/18/2025 Focus Partners Advisor Solutions LLC86,863$2.58M0.0%+9.3%0.059%
2/18/2025 Continuum Advisory LLC909$27K0.0%+140.5%0.001%
2/17/2025 Waverly Advisors LLC249,823$7.42M0.1%+123.4%0.170%
2/17/2025 Windsor Advisory Group LLC2,970$88K0.1%N/A0.002%
2/17/2025 Quadcap Wealth Management LLC20,558$611K0.1%+100.0%0.014%
2/17/2025 Quantinno Capital Management LP9,385$279K0.0%N/A0.006%
2/17/2025 Kaizen Financial Strategies56,788$1.69M1.0%+105.9%0.039%
2/17/2025 Greenline Partners LLC2,412$72K0.0%N/A0.002%
2/17/2025 Focus Partners Wealth116,654$3.47M0.0%+222.4%0.079%
2/17/2025 EP Wealth Advisors LLC38,851$1.15M0.0%+91.7%0.026%
2/17/2025 CoreCap Advisors LLC93,299$2.77M0.1%+884.5%0.063%
2/17/2025 Cresset Asset Management LLC208,951$6.21M0.0%+10.0%0.142%
2/17/2025 Capital Advantage Inc.95,192$2.83M0.5%+122.6%0.065%
2/17/2025 Cetera Investment Advisers90,209$2.68M0.0%+96.3%0.061%
2/17/2025 Cahill Financial Advisors Inc.37,303$1.11M0.2%+97.7%0.025%
2/17/2025 Captrust Financial Advisors92,888$2.76M0.0%+130.0%0.063%
2/17/2025 Baird Financial Group Inc.42,421$1.26M0.0%+50.6%0.029%
2/17/2025 Bank of America Corp DE752,567$22.35M0.0%+104.7%0.512%
2/17/2025 Ameriprise Financial Inc.1,739,593$51.91M0.0%+99.5%1.183%
2/17/2025 Aptus Capital Advisors LLC4,386$130K0.0%+56.4%0.003%
2/17/2025 AlTi Global Inc.16,252$483K0.0%+116.9%0.011%
2/14/2025 Mercer Global Advisors Inc. ADV76,438$2.27M0.0%+17.8%0.052%
2/14/2025 FAS Wealth Partners Inc.1,662$49K0.0%+97.6%0.001%
2/14/2025 Westbourne Investments Inc.8,872$263K0.2%N/A0.006%
2/14/2025 Comerica Bank27,306$811K0.0%+108.0%0.019%
2/14/2025 Lido Advisors LLC52,289$1.55M0.0%+329.8%0.036%
2/14/2025 Northern Trust Corp39,454$1.17M0.0%+967.5%0.027%
2/14/2025 Beacon Pointe Advisors LLC31,568$938K0.0%+112.6%0.021%
2/14/2025 Johnson Financial Group Inc.5,740$175K0.0%N/A0.004%
2/14/2025 Capital Analysts LLC5,984$178K0.0%+99.9%0.004%
2/14/2025 Two Sigma Securities LLC9,550$284K0.0%N/A0.006%
2/14/2025 Seven Springs Wealth Group LLC357,314$10.61M4.0%+102.4%0.243%
2/14/2025 Evercore Wealth Management LLC15,565$462K0.0%N/A0.011%
2/14/2025 IHT Wealth Management LLC9,769$290K0.0%+41.7%0.007%
2/14/2025 Stifel Financial Corp28,659$851K0.0%+120.0%0.019%
2/14/2025 Tower Research Capital LLC TRC 21,441$637K0.0%+44.4%0.015%
2/14/2025 MML Investors Services LLC74,168$2.20M0.0%+123.4%0.050%
2/14/2025 First Trust Advisors LP12,820$381K0.0%N/A0.009%
2/13/2025 Osterweis Capital Management Inc.3,972$118K0.0%+100.0%0.003%
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2/13/2025 NewEdge Advisors LLC4,428$132K0.0%+82.1%0.003%
2/13/2025 Regal Investment Advisors LLC11,257$334K0.0%+100.1%0.008%
2/13/2025 Lafayette Investments Inc.12,150$361K0.1%+139.6%0.008%
2/13/2025 Mariner LLC273,995$8.14M0.0%+115.6%0.186%
2/13/2025 SageView Advisory Group LLC48,223$1.43M0.1%+78.7%0.033%
2/13/2025 Savvy Advisors Inc.10,720$318K0.0%N/A0.007%
2/13/2025 Rockefeller Capital Management L.P.18,392$546K0.0%N/A0.013%
2/13/2025 NFP Retirement Inc.284,794$8.46M0.7%+109.9%0.194%
2/13/2025 Integrity Financial Corp WA2,696$80K0.0%N/A0.002%
2/13/2025 First Foundation Advisors6,791$202K0.0%N/A0.005%
2/13/2025 Accredited Investors Inc.787,588$23.39M1.4%+131.5%0.536%
2/13/2025 Kelman Lazarov Inc.67,026$1.99M0.4%+101.9%0.046%
2/13/2025 Bessemer Group Inc.1,756$52K0.0%+945.2%0.001%
2/13/2025 Waddell & Associates LLC2,596,060$77.10M7.9%+102.3%1.766%
2/13/2025 Raymond James Financial Inc.96,599$2.87M0.0%N/A0.066%
2/13/2025 Texas Yale Capital Corp.122,200$3.63M0.1%+100.0%0.083%
2/13/2025 Sand Hill Global Advisors LLC7,559$224K0.0%+100.0%0.005%
2/13/2025 Renaissance Technologies LLC34,100$1.01M0.0%N/A0.023%
2/13/2025 Bank of Montreal Can15,042$447K0.0%+107.9%0.010%
2/13/2025 Cerity Partners LLC911,712$27.08M0.1%+621.4%0.620%
2/13/2025 Quadrant Capital Group LLC1,440$43K0.0%N/A0.001%
2/13/2025 Envestnet Asset Management Inc.57,778$1.72M0.0%+62.2%0.039%
2/13/2025 Annandale Capital LLC12,600$374K0.1%+100.0%0.009%
2/13/2025 Wells Fargo & Company MN14,774$439K0.0%+114.6%0.010%
2/12/2025 Thoroughbred Financial Services LLC29,123$864K0.1%+95.9%0.020%
2/12/2025 Front Row Advisors LLC3,480$103K0.0%+100.0%0.002%
2/12/2025 National Wealth Management Group LLC6,892$205K0.1%N/A0.005%
2/12/2025 O Shaughnessy Asset Management LLC10,196$303K0.0%+101.6%0.007%
2/12/2025 CIBC Private Wealth Group LLC31,679$940K0.0%+230.4%0.022%
2/12/2025 OneAscent Wealth Management LLC13,596$404K0.2%+61.4%0.009%
2/12/2025 Brown Brothers Harriman & Co.1,598$47K0.0%N/A0.001%
2/12/2025 Horizon Investment Services LLC29,350$872K0.4%+5.3%0.020%
2/12/2025 Riverchase Wealth Management LLC18,894$561K0.4%N/A0.013%
2/12/2025 Orion Portfolio Solutions LLC84,712$2.52M0.0%+93.2%0.058%
2/12/2025 Blair William & Co. IL7,932$236K0.0%+131.5%0.005%
2/12/2025 Howe & Rusling Inc.6,752$201K0.0%+110.8%0.005%
2/12/2025 JPMorgan Chase & Co.105,849$3.14M0.0%+155.5%0.072%
2/12/2025 Dechtman Wealth Management LLC23,140$687K0.1%+10.6%0.016%
2/12/2025 Financial Counselors Inc.8,336$248K0.0%N/A0.006%
2/12/2025 Murphy & Mullick Capital Management Corp2,756$82K0.1%N/A0.002%
2/11/2025 Signature Estate & Investment Advisors LLC25,457$756K0.0%+118.5%0.017%
2/11/2025 LPL Financial LLC361,381$10.73M0.0%+121.2%0.246%
2/11/2025 Paragon Capital Management LLC8,770$260K0.1%+37.3%0.006%
2/11/2025 Lee Danner & Bass Inc.1,954$58K0.0%N/A0.001%
2/11/2025 HUB Investment Partners LLC8,842$263K0.0%+115.1%0.006%
2/11/2025 Whittier Trust Co.8,703$258K0.0%N/A0.006%
2/11/2025 Elevate Wealth Advisory Inc.2,132$63K0.0%+100.0%0.001%
2/11/2025 Sandy Spring Bank1,178$35K0.0%+100.0%0.001%
2/11/2025 Brooklyn FI LLC22,218$729K0.0%N/A0.015%
2/11/2025 ProVise Management Group LLC60,430$1.80M0.2%+79.3%0.041%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/10/2025 Entrewealth LLC11,524$342K0.3%N/A0.008%
2/10/2025 Thrivent Financial for Lutherans783,575$25.04M0.0%+101.7%0.533%
2/10/2025 Axxcess Wealth Management LLC28,852$857K0.0%+108.8%0.020%
2/10/2025 Cozad Asset Management Inc.12,421$369K0.0%+126.5%0.008%
2/10/2025 Cassady Schiller Wealth Management LLC1,144$34K0.0%+100.0%0.001%
2/10/2025 Signaturefd LLC8,500$252K0.0%+67.1%0.006%
2/10/2025 Parallel Advisors LLC11,898$353K0.0%+100.0%0.008%
2/10/2025 Creative Financial Designs Inc. ADV1,440$43K0.0%+100.0%0.001%
2/10/2025 Patten & Patten Inc. TN7,160$213K0.0%+100.0%0.005%
2/10/2025 Harbour Investments Inc.12,790$380K0.0%+143.2%0.009%
(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, 422 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. ($5.92B), Charles Schwab Investment Advisory Inc. ($5.47B), Waddell & Associates LLC ($77.10M), Steele Capital Management Inc. ($61.29M), Clarius Group LLC ($59.20M), Ameriprise Financial Inc. ($51.91M), and Prairiewood Capital LLC ($43.09M).Learn more on FNDA's institutional investors.

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

Of the 407 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 Management Inc. ($101.54M), Charles Schwab Investment Advisory Inc. ($8.27M), SageView Advisory Group LLC ($2.95M), Steele Capital Management Inc. ($2.06M), Waddell & Associates LLC ($1.38M), Trilogy Capital Inc. ($1.27M), and Ameriprise Financial Inc. ($1.17M).

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

Institutional investors have bought a total of 142,364,313 shares in the last 24 months. This purchase volume represents approximately $4.17B in transactions.

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

Of the 140 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), Sanctuary Advisors LLC ($115.03K), and Gemmer Asset Management LLC ($110.39K).

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

Institutional investors have sold a total of 2,153,331 shares in the last 24 months. This volume of shares sold represents approximately $59.01M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 2/22/2025 by MarketBeat.com Staff
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