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

Schwab Fundamental U.S. Small Company Index ETF logo
$31.39 +0.45 (+1.45%)
(As of 01:15 PM ET)
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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)
237
Total
Institutional Inflows
(last 12 months)
$409.08M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$42.58M
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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
11/18/2024 Asset Allocation Strategies LLC14,401$858K0.2%N/A0.010%
11/15/2024 Y Intercept Hong Kong Ltd4,706$280K0.0%N/A0.003%
11/15/2024 MML Investors Services LLC33,204$1.98M0.0%-25.0%0.023%
11/15/2024 Orion Portfolio Solutions LLC43,851$2.61M0.1%-13.6%0.030%
11/15/2024 EP Wealth Advisors LLC20,266$1.21M0.0%-11.1%0.014%
11/15/2024 Jane Street Group LLC30,140$1.80M0.0%+70.1%0.021%
11/15/2024 Stifel Financial Corp13,029$776K0.0%-84.7%0.009%
11/15/2024 SageView Advisory Group LLC26,984$1.61M0.1%-10.6%0.018%
11/15/2024 IHT Wealth Management LLC6,892$409K0.0%+41.0%0.005%
11/15/2024 HighTower Advisors LLC70,506$4.20M0.0%-5.8%0.048%
11/14/2024 Ironwood Investment Counsel LLC442,380$26.35M4.4%+65.6%0.301%
11/14/2024 Flow Traders U.S. LLC6,250$372K0.0%N/A0.004%
11/14/2024 Captrust Financial Advisors40,383$2.41M0.0%-4.5%0.027%
11/14/2024 Bell Investment Advisors Inc359,722$21.43M3.9%-1.1%0.245%
11/13/2024 FMR LLC36,614$2.18M0.0%+12.9%0.025%
11/12/2024 Cahill 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%
11/12/2024 Cerity Partners LLC126,385$7.53M0.0%-2.7%0.086%
11/12/2024 Great Valley Advisor Group Inc.28,987$1.73M0.0%N/A0.020%
11/12/2024 Waddell & Associates LLC1,283,090$76.43M9.3%+2.3%0.873%
11/12/2024 Charles Schwab Investment Management Inc.98,755,404$5.88B1.1%+1.1%67.181%
11/9/2024 Creekside Partners6,891$410K0.2%-8.6%0.005%
11/8/2024 Steele Capital Management Inc.1,002,381$59.71M3.1%+2.7%0.682%
11/8/2024 First Horizon Advisors Inc.1,988$118K0.0%N/A0.001%
11/8/2024 Howe & Rusling Inc.3,203$191K0.0%+14.2%0.002%
11/8/2024 New Millennium Group LLC49,864$2.97M1.9%+130.8%0.034%
11/8/2024 Horan Capital Advisors LLC.122,399$7.29M2.4%+0.4%0.083%
11/8/2024 Prospera Financial Services Inc6,065$361K0.0%+27.6%0.004%
11/7/2024 Caprock Group LLC11,540$687K0.0%N/A0.008%
11/7/2024 OneAscent Wealth Management LLC8,424$502K0.2%N/A0.006%
11/7/2024 MidAtlantic Capital Management Inc.736$44K0.0%N/A0.001%
11/7/2024 MAI Capital Management172,198$10.26M0.1%+0.6%0.117%
11/7/2024 Thrivent Financial for Lutherans388,434$23.14M0.0%+13.9%0.264%
11/6/2024 Accredited Investors Inc.340,212$20.27M1.2%+21.1%0.231%
11/6/2024 Cutler Investment Counsel LLC29,488$1.76M0.2%-1.7%0.020%
11/6/2024 Vishria Bird Financial Group LLC9,384$559K0.2%N/A0.006%
11/6/2024 Meridian Investment Counsel Inc.3,416$203K0.1%N/A0.002%
11/6/2024 Signature Estate & Investment Advisors LLC11,652$694K0.0%-46.9%0.008%
11/6/2024 Main Street Financial Solutions LLC63,215$3.77M0.3%+56.8%0.043%
11/6/2024 Mengis Capital Management Inc.7,484$446K0.1%-4.6%0.005%
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11/5/2024 Empower Advisory Group LLC5,981$356K0.0%+15.9%0.004%
11/5/2024 Accredited Investors Inc.340,212$20.27M0.5%+21.1%0.231%
11/5/2024 Harbour Investments Inc.5,260$313K0.0%+875.9%0.004%
11/5/2024 Apollon Wealth Management LLC35,235$2.10M0.1%-9.2%0.024%
11/5/2024 Nations Financial Group Inc. IA ADV5,455$325K0.0%+15.5%0.004%
11/4/2024 Riverpoint Wealth Management Holdings LLC524,626$31.25M8.0%+1.1%0.357%
11/4/2024 Addison Advisors LLC45,547$2.71M0.8%-5.6%0.031%
11/4/2024 Patten & Patten Inc. TN3,580$213K0.0%N/A0.002%
11/4/2024 Paragon Capital Management LLC6,386$380K0.2%+39.5%0.004%
11/1/2024 Washington Trust Advisors Inc.14,275$850K0.1%-4.7%0.010%
11/1/2024 Leavell Investment Management Inc.19,186$1.14M0.1%-6.8%0.013%
10/31/2024 Forte Capital LLC ADV121,099$7.21M0.8%+2.4%0.082%
10/31/2024 Dechtman Wealth Management LLC20,915$1.25M0.3%-77.3%0.014%
10/30/2024 Foster & Motley Inc.241,952$14.41M0.9%-3.0%0.165%
10/30/2024 Austin Private Wealth LLC14,566$868K0.1%-7.2%0.010%
10/30/2024 Solitude Financial Services542,379$32.31M13.8%+0.8%0.369%
10/29/2024 Opes Wealth Management LLC115,454$6.88M1.3%+1.8%0.079%
10/29/2024 Cedar Point Capital Partners LLC19,731$1.18M0.8%+5.5%0.013%
10/29/2024 Chicago Partners Investment Group LLC16,431$979K0.0%+81.2%0.011%
10/29/2024 Farther Finance Advisors LLC12,026$716K0.0%-33.3%0.008%
10/29/2024 Capital Advisors Inc. OK5,251$313K0.0%+7.8%0.004%
10/28/2024 Stephens Inc. AR8,055$480K0.0%+39.8%0.005%
10/28/2024 Reston Wealth Management LLC59,601$3.55M1.3%+5.4%0.041%
10/28/2024 Wealth Forward LLC317,534$18.92M13.3%+3.9%0.216%
10/28/2024 US Bancorp DE4,118$245K0.0%+57.7%0.003%
10/28/2024 Goldstone Financial Group LLC186,161$11.09M1.9%N/A0.127%
10/25/2024 Voisard Asset Management Group Inc.617$37K0.0%N/A0.000%
10/25/2024 GSB Wealth Management LLC94,338$5.62M1.4%+13.3%0.064%
10/25/2024 Mutual Advisors LLC25,372$1.51M0.0%+94.0%0.017%
10/25/2024 Nicholas Hoffman & Company LLC.3,381$201K0.0%N/A0.002%
10/24/2024 Sound Stewardship LLC137,192$8.17M4.6%+4.4%0.093%
10/24/2024 Gemmer Asset Management LLC281,602$16.78M1.7%+3.0%0.192%
10/24/2024 Alpha Financial Partners LLC4,491$268K0.2%N/A0.003%
10/24/2024 Bristlecone Advisors LLC454$27K0.0%N/A0.000%
10/24/2024 MCF Advisors LLC2,756$164K0.0%-12.0%0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC111,006$6.61M0.0%-3.0%0.076%
10/23/2024 Allworth Financial LP3,274$195K0.0%+39.4%0.002%
10/23/2024 Silver Oak Securities Incorporated15,150$901K0.1%+57.7%0.010%
10/23/2024 Cambridge Advisors Inc.24,689$1.47M0.3%-2.1%0.017%
10/23/2024 Northland Capital Management LLC50,532$3.01M1.7%+4.4%0.034%
10/23/2024 JMG Financial Group Ltd.9,562$570K0.0%+8.0%0.007%
10/22/2024 McAdam LLC127,889$7.62M0.4%-21.1%0.087%
10/22/2024 Private Advisor Group LLC109,695$6.54M0.0%+2.2%0.075%
10/22/2024 Signaturefd LLC5,086$303K0.0%+10.6%0.003%
10/22/2024 Sequoia Financial Advisors LLC28,065$1.67M0.0%+21.9%0.019%
10/21/2024 Foundations Investment Advisors LLC40,978$2.44M0.1%+84.3%0.028%
10/21/2024 Roof Eidam Maycock Peralta LLC70,577$4.20M1.1%+12.3%0.048%
10/21/2024 Trilogy Capital Inc.653,793$38.95M2.0%+3.2%0.445%
10/19/2024OLD National Bancorp IN9,371$558K0.0%N/A0.006%
10/18/2024Resonant Capital Advisors LLC426,880$25.43M1.9%+2.4%0.290%
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10/16/2024 Bleakley Financial Group LLC3,524$210K0.0%N/A0.002%
10/16/2024 Verum Partners LLC93,803$5.59M1.6%-2.2%0.064%
10/16/2024 SeaCrest Wealth Management LLC6,229$371K0.0%+12.0%0.004%
10/16/2024 Clearview Wealth Advisors LLC6,739$401K0.3%+10.7%0.005%
10/16/2024 Asset Dedication LLC18,478$1.10M0.1%-29.5%0.013%
10/15/2024 Foster Victor Wealth Advisors LLC5,005$294K0.0%-10.5%0.003%
10/15/2024 First Pacific Financial413,039$24.61M5.8%+0.3%0.281%
10/11/2024 Creative Planning139,098$8.29M0.0%+3.1%0.095%
10/11/2024 Redhawk Wealth Advisors Inc.3,490$208K0.0%-9.7%0.002%
10/10/2024 Sound Income Strategies LLC1,303$78K0.0%+740.6%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, 337 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), Clarius Group LLC ($61.81M), Steele Capital Management Inc. ($59.71M), Ameriprise Financial Inc. ($41.39M), and Trilogy Capital Inc. ($38.95M).Learn more on FNDA's institutional investors.

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

Of the 301 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), Steele Capital Management Inc. ($1.00M), Trilogy Capital Inc. ($621.61K), UBS Group AG ($551.40K), and Solitude Financial Services ($524.32K).

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

Institutional investors have bought a total of 24,488,500 shares in the last 24 months. This purchase volume represents approximately $653.40M in transactions.

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

Of the 147 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 ($234.52K), Kathmere Capital Management LLC ($184.05K), Orion Portfolio Solutions LLC ($160.72K), Gemmer Asset Management LLC ($146.23K), SageView Advisory Group LLC ($141.38K), Hilltop Partners LLC ($121.20K), 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 2,307,929 shares in the last 24 months. This volume of shares sold represents approximately $61.88M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 11/21/2024 by MarketBeat.com Staff
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