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

Schwab Fundamental U.S. Small Company Index ETF logo
$25.36 +0.22 (+0.88%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Number of
Institutional Buyers
(last 12 months)
364
Total
Institutional Inflows
(last 12 months)
$3.88B
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$30.94M
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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
4/18/2025 Clarius Group LLC1,882,471$51.56M3.2%-5.6%0.604%
4/18/2025 GSB Wealth Management LLC288,368$7.90M2.1%+27.6%0.093%
4/17/2025 Vicus Capital45,459$1.25M0.1%-19.3%0.015%
4/17/2025 QRG Capital Management Inc.8,452$232K0.0%N/A0.003%
4/17/2025 Janney Montgomery Scott LLC31,784$871K0.0%+3.6%0.010%
4/17/2025 Sound Income Strategies LLC5,360$147K0.0%+29.5%0.002%
4/17/2025 Foster Victor Wealth Advisors LLC8,121$204K0.0%-14.5%0.003%
4/17/2025 Dynamic Advisor Solutions LLC15,481$424K0.0%N/A0.005%
4/16/2025 Wealth Enhancement Advisory Services LLC209,269$5.73M0.0%-12.2%0.067%
4/16/2025 Bernard Wealth Management Corp.1,210$33K0.0%N/A0.000%
4/16/2025 Goldstone Financial Group LLC442,411$12.12M1.8%+5.5%0.142%
4/16/2025 Steele Capital Management Inc.2,086,321$57.14M3.0%+1.1%0.670%
4/16/2025 CVA Family Office LLC25,706$704K0.1%-9.7%0.008%
4/16/2025 Salem Investment Counselors Inc.2,218$61K0.0%+250.9%0.001%
4/16/2025 Sound Stewardship LLC272,702$7.47M4.3%+0.2%0.088%
4/15/2025 Magnolia Private Wealth LLC13,706$375K0.2%-24.9%0.004%
4/15/2025 Alpha Omega Wealth Management LLC58,810$1.61M0.3%+5.2%0.019%
4/15/2025 Focus Financial Network Inc.22,936$628K0.0%+3.5%0.007%
4/15/2025 Sonora Investment Management Group LLC8,602$236K0.0%-5.3%0.003%
4/14/2025 Bruce G. Allen Investments LLC19,122$524K0.4%+4.5%0.006%
4/14/2025 Farther Finance Advisors LLC19,527$537K0.0%-2.6%0.006%
4/14/2025 Capital Investment Advisors LLC12,211$334K0.0%+56.1%0.004%
4/14/2025 BCS Wealth Management22,939$628K0.2%+10.1%0.007%
4/14/2025 Revolve Wealth Partners LLC9,230$253K0.0%+6.9%0.003%
4/14/2025 Wedmont Private Capital15,721$395K0.0%+27.7%0.005%
4/14/2025 Gemmer Asset Management LLC607,870$16.65M1.7%+3.8%0.195%
4/11/2025 Verum Partners LLC163,308$4.47M1.2%-9.8%0.052%
4/10/2025 Breakwater Capital Group16,721$458K0.1%N/A0.005%
4/10/2025 Charles Schwab Trust Co389,817$10.68M0.9%+5.0%0.125%
4/10/2025 McGrath & Associates Inc.88,618$2.43M4.4%-1.9%0.028%
4/10/2025 CGN Advisors LLC34,732$951K0.1%-7.5%0.011%
4/9/2025 HBW Advisory Services LLC58,587$1.61M0.2%+6.9%0.019%
4/9/2025 ST Germain D J Co. Inc.2,014$55K0.0%N/A0.001%
4/9/2025 Lbmc Investment Advisors LLC21,854$599K0.0%-18.0%0.007%
4/9/2025 Arlington Financial Advisors LLC286,598$7.85M1.4%-3.9%0.092%
4/9/2025 Moller Wealth Partners1,114,261$30.52M7.5%+11.4%0.358%
4/9/2025 Kaizen Financial Strategies55,113$1.51M0.9%-2.9%0.018%
4/8/2025 Founders Capital Management72,479$1.99M1.3%+0.9%0.023%
4/8/2025 Parallel Advisors LLC12,885$353K0.0%+8.3%0.004%
4/7/2025 AdvisorNet Financial Inc11,957$328K0.0%-44.0%0.004%
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4/3/2025 Collective Family Office LLC454,491$12.45M3.4%+4.0%0.146%
3/17/2025 Wealth Enhancement Advisory Services LLC238,301$7.08M0.0%+114.7%0.076%
2/28/2025Brooklyn FI LLC22,218$729K0.1%N/A0.015%
2/25/2025 Integrated Advisors Network LLC7,480$222K0.0%+100.1%0.005%
2/24/2025Wilkins Miller Wealth Management LLC8,197$243K0.3%N/A0.006%
2/24/2025Liberty Square Wealth Partners LLC107,321$3.24M1.2%N/A0.073%
2/24/2025Great Valley Advisor Group Inc.131,819$3.92M0.1%+354.8%0.090%
2/18/202510Elms LLP17,264$513K0.5%N/A0.012%
2/18/2025Focus Partners Advisor Solutions LLC86,863$2.58M0.0%+9.3%0.059%
2/18/2025Continuum Advisory LLC909$27K0.0%+140.5%0.001%
2/17/2025Waverly Advisors LLC249,823$7.42M0.1%+123.4%0.170%
2/17/2025Windsor Advisory Group LLC2,970$88K0.1%N/A0.002%
2/17/2025Quadcap Wealth Management LLC20,558$611K0.1%+100.0%0.014%
2/17/2025Quantinno Capital Management LP9,385$279K0.0%N/A0.006%
2/17/2025 Kaizen Financial Strategies56,788$1.69M1.0%+105.9%0.039%
2/17/2025Greenline Partners LLC2,412$72K0.0%N/A0.002%
2/17/2025Focus Partners Wealth116,654$3.47M0.0%+222.4%0.079%
2/17/2025EP Wealth Advisors LLC38,851$1.15M0.0%+91.7%0.026%
2/17/2025CoreCap Advisors LLC93,299$2.77M0.1%+884.5%0.063%
2/17/2025Cresset 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%
2/17/2025Cetera Investment Advisers90,209$2.68M0.0%+96.3%0.061%
2/17/2025Cahill Financial Advisors Inc.37,303$1.11M0.2%+97.7%0.025%
2/17/2025Captrust Financial Advisors92,888$2.76M0.0%+130.0%0.063%
2/17/2025Baird Financial Group Inc.42,421$1.26M0.0%+50.6%0.029%
2/17/2025Bank of America Corp DE752,567$22.35M0.0%+104.7%0.512%
2/17/2025Ameriprise Financial Inc.1,739,593$51.91M0.0%+99.5%1.183%
2/17/2025Aptus Capital Advisors LLC4,386$130K0.0%+56.4%0.003%
2/17/2025AlTi Global Inc.16,252$483K0.0%+116.9%0.011%
2/14/2025Mercer Global Advisors Inc. ADV76,438$2.27M0.0%+17.8%0.052%
2/14/2025FAS Wealth Partners Inc.1,662$49K0.0%+97.6%0.001%
2/14/2025Westbourne Investments Inc.8,872$263K0.2%N/A0.006%
2/14/2025Comerica Bank27,306$811K0.0%+108.0%0.019%
2/14/2025Lido Advisors LLC52,289$1.55M0.0%+329.8%0.036%
2/14/2025Northern Trust Corp39,454$1.17M0.0%+967.5%0.027%
2/14/2025Beacon Pointe Advisors LLC31,568$938K0.0%+112.6%0.021%
2/14/2025Johnson Financial Group Inc.5,740$175K0.0%N/A0.004%
2/14/2025Capital Analysts LLC5,984$178K0.0%+99.9%0.004%
2/14/2025Two Sigma Securities LLC9,550$284K0.0%N/A0.006%
2/14/2025Seven Springs Wealth Group LLC357,314$10.61M4.0%+102.4%0.243%
2/14/2025Evercore Wealth Management LLC15,565$462K0.0%N/A0.011%
2/14/2025IHT Wealth Management LLC9,769$290K0.0%+41.7%0.007%
2/14/2025Stifel Financial Corp28,659$851K0.0%+120.0%0.019%
2/14/2025Tower Research Capital LLC TRC 21,441$637K0.0%+44.4%0.015%
2/14/2025MML Investors Services LLC74,168$2.20M0.0%+123.4%0.050%
2/14/2025First Trust Advisors LP12,820$381K0.0%N/A0.009%
2/13/2025Osterweis Capital Management Inc.3,972$118K0.0%+100.0%0.003%
2/13/2025NewEdge Advisors LLC4,428$132K0.0%+82.1%0.003%
2/13/2025Regal Investment Advisors LLC11,257$334K0.0%+100.1%0.008%
2/13/2025Lafayette Investments Inc.12,150$361K0.1%+139.6%0.008%
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2/13/2025Mariner LLC273,995$8.14M0.0%+115.6%0.186%
2/13/2025SageView Advisory Group LLC48,223$1.43M0.1%+78.7%0.033%
2/13/2025Savvy Advisors Inc.10,720$318K0.0%N/A0.007%
2/13/2025Rockefeller Capital Management L.P.18,392$546K0.0%N/A0.013%
2/13/2025NFP Retirement Inc.284,794$8.46M0.7%+109.9%0.194%
2/13/2025Integrity Financial Corp WA2,696$80K0.0%N/A0.002%
2/13/2025First Foundation Advisors6,791$202K0.0%N/A0.005%
2/13/2025Accredited Investors Inc.787,588$23.39M1.4%+131.5%0.536%
2/13/2025Kelman Lazarov Inc.67,026$1.99M0.4%+101.9%0.046%
2/13/2025Bessemer Group Inc.1,756$52K0.0%+945.2%0.001%
(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, 427 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. ($57.14M), Ameriprise Financial Inc. ($51.91M), Clarius Group LLC ($51.56M), 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 412 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. ($2.09M), 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 142,912,905 shares in the last 24 months. This purchase volume represents approximately $4.19B in transactions.

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

Of the 141 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 ($227.47K), Kathmere Capital Management LLC ($184.05K), Orion Portfolio Solutions LLC ($160.72K), SageView Advisory Group LLC ($141.38K), Clarius Group LLC ($138.99K), Hilltop Partners LLC ($121.20K), and Sanctuary Advisors LLC ($115.03K).

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

Institutional investors have sold a total of 2,351,657 shares in the last 24 months. This volume of shares sold represents approximately $64.48M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 4/20/2025 by MarketBeat.com Staff
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