Free Trial
→ Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift (From Stansberry Research) (Ad) Free FNDA Stock Alerts

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

Schwab Fundamental U.S. Small Company ETF logo
$28.75 -0.46 (-1.57%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$28.75 0.00 (0.00%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
389
Total
Institutional Inflows
(last 12 months)
$3.81B
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$72.47M
Get FNDA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Fundamental U.S. Small Company ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FNDA Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Cedar Point Capital Partners LLC43,630$1.25M0.9%+6.4%0.015%
8/1/2025Austin Private Wealth LLC23,333$668K0.1%-7.6%0.008%
8/1/2025Clark Asset Management LLC12,589$361K0.0%N/A0.004%
8/1/2025SYM FINANCIAL Corp1,268$36K0.0%N/A0.000%
8/1/2025Y Intercept Hong Kong Ltd20,141$577K0.0%N/A0.007%
8/1/2025Pasadena Private Wealth LLC276,090$7.91M1.4%-46.3%0.096%
8/1/2025Envestnet Asset Management Inc.56,447$1.62M0.0%+5.3%0.020%
7/31/2025 Wealthfront Advisers LLC25,121$720K0.0%-28.1%0.009%
7/31/2025 Resonant Capital Advisors LLC890,652$25.52M1.6%+1.3%0.310%
7/31/2025 Cabot Wealth Management Inc.152,165$4.36M0.5%+4.0%0.053%
7/31/2025 Brighton Jones LLC13,754$394K0.0%+7.6%0.005%
7/31/2025 Leavell Investment Management Inc.32,602$934K0.0%-9.7%0.011%
7/31/2025 Guardian Financial Partners LLC36,861$1.06M0.5%+16.0%0.013%
7/31/2025 Focus Partners Advisor Solutions LLC207,166$5.94M0.1%+3.7%0.072%
7/31/2025 DDD Partners LLC40,294$1.15M0.1%+1.9%0.014%
7/31/2025 Opes Wealth Management LLC292,414$8.38M1.5%+9.2%0.102%
7/30/2025 Exencial Wealth Advisors LLC207,606$5.95M0.2%-1.2%0.072%
7/30/2025 Brookstone Capital Management9,317$267K0.0%-26.2%0.003%
7/30/2025 Clune & Associates LTD.8,125$233K0.1%N/A0.003%
7/29/2025 Stephens Inc. AR22,726$651K0.0%+8.2%0.008%
7/29/2025 Liberty Square Wealth Partners LLC188,669$5.41M1.9%+47.2%0.065%
7/29/2025 Cidel Asset Management Inc.16,091$461K0.0%-6.2%0.006%
7/29/2025 Salomon & Ludwin LLC982$29K0.0%+110.7%0.000%
7/29/2025 Wingate Wealth Advisors Inc.13,824$396K0.4%N/A0.005%
7/29/2025 Financial Synergies Wealth Advisors Inc.17,064$489K0.1%+10.6%0.006%
7/29/2025 Kelman Lazarov Inc.69,024$1.98M0.3%+3.4%0.024%
7/29/2025 Signature Estate & Investment Advisors LLC8,904$255K0.0%-66.4%0.003%
7/29/2025 Foster & Motley Inc.483,331$13.85M0.8%+1.8%0.168%
7/29/2025 Roof Eidam Maycock Peralta LLC140,317$4.02M1.0%+0.7%0.049%
7/29/2025 Harbor Asset Planning Inc.31,592$905K0.9%N/A0.011%
7/29/2025 Clearview Wealth Advisors LLC14,827$425K0.3%+5.6%0.005%
7/28/2025 Morris Financial Concepts Inc.6,407$184K0.1%-18.2%0.002%
7/28/2025 EQ Wealth Advisors LLC78,201$2.24M1.5%+29.3%0.027%
7/28/2025 Mutual Advisors LLC27,707$832K0.0%+3.4%0.010%
7/28/2025 Harbour Investments Inc.22,193$636K0.0%+19.2%0.008%
7/28/2025 Arlington Financial Advisors LLC290,758$8.33M1.4%+1.5%0.101%
7/28/2025 Axxcess Wealth Management LLC26,296$753K0.0%-7.7%0.009%
7/28/2025 Cutler Investment Counsel LLC62,489$1.79M0.2%+4.4%0.022%
7/25/2025 NorthRock Partners LLC6,854$196K0.0%-74.6%0.002%
7/25/2025 Atria Wealth Solutions Inc.87,555$2.51M0.1%+14.3%0.030%
Market Crash Warning: How to Protect Your Wealth Before August 12th (Ad)

China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alternative Assets reveals 3 urgent moves to protect your portfolio, plus the #1 asset class thriving during crises (hint: it’s not stocks or bonds).

Get your FREE Tariff Crash Escape Plan now
7/25/2025 Sequoia Financial Advisors LLC58,927$1.69M0.0%-7.3%0.020%
7/25/2025 Riverpoint Wealth Management Holdings LLC1,106,829$31.71M7.5%+3.5%0.384%
7/25/2025 CWM LLC5,637$162K0.0%-36.3%0.002%
7/25/2025 Lodestar Private Asset Management LLC15,093$432K0.0%+7.5%0.005%
7/25/2025 Johnson Investment Counsel Inc.14,858$426K0.0%-3.2%0.005%
7/25/2025 Apollon Wealth Management LLC91,908$2.63M0.1%+1.9%0.032%
7/25/2025 PrairieView Partners LLC100,341$2.87M0.3%+12.6%0.035%
7/24/2025 Williams & Novak LLC7,000$201K0.2%N/A0.002%
7/24/2025 Riverchase Wealth Management LLC13,416$384K0.2%-21.8%0.005%
7/24/2025 Mengis Capital Management Inc.12,620$362K0.1%-6.0%0.004%
7/24/2025 IFP Advisors Inc66,874$1.92M0.1%+8.4%0.023%
7/23/2025 Godsey & Gibb Inc.1,924$55K0.0%N/A0.001%
7/23/2025 Solitude Financial Services1,027,320$29.43M10.7%+6.0%0.356%
7/22/2025 Appleton Partners Inc. MA11,968$343K0.0%-8.7%0.004%
7/22/2025 Gemmer Asset Management LLC621,487$17.81M1.6%+2.2%0.215%
7/22/2025 Clarius Group LLC1,855,727$53.17M3.1%-1.4%0.643%
7/21/2025 Pflug Koory LLC1,698$49K0.0%N/A0.001%
7/21/2025 QRG Capital Management Inc.9,269$266K0.0%+9.7%0.003%
7/21/2025 Financial Architects LLC25,825$740K0.4%N/A0.009%
7/21/2025 Ameritas Advisory Services LLC4,477$128K0.0%N/A0.002%
7/21/2025 DHJJ Financial Advisors Ltd.5,460$156K0.1%+38.4%0.002%
7/21/2025 Warner Financial Inc.18,241$523K0.2%+2.4%0.006%
7/21/2025 Red Mountain Financial LLC16,812$482K0.6%-50.9%0.006%
7/18/2025 Vicus Capital63,195$1.81M0.2%+39.0%0.022%
7/18/2025 Founders Capital Management70,936$2.03M1.2%-2.1%0.025%
7/18/2025 First Pacific Financial858,807$24.61M3.6%+3.0%0.298%
7/18/2025 Trilogy Capital Inc.777,637$22.28M1.1%+0.4%0.270%
7/18/2025 Bartlett & CO. Wealth Management LLC972$28K0.0%-95.7%0.000%
7/18/2025 Magnolia Private Wealth LLC12,304$353K0.3%-10.2%0.004%
7/18/2025 Pennsylvania Capital Management Inc. ADV7,390$212K0.1%-48.1%0.003%
7/17/2025 Capital Investment Advisors LLC10,914$313K0.0%-10.6%0.004%
7/17/2025 HB Wealth Management LLC38,483$1.10M0.0%-19.5%0.013%
7/17/2025 Janney Montgomery Scott LLC34,984$1.00M0.0%+10.1%0.012%
7/17/2025 Sound Income Strategies LLC2,516$72K0.0%-53.1%0.001%
7/17/2025 Smith Salley Wealth Management7,510$215K0.0%-5.1%0.003%
7/17/2025 Sonora Investment Management Group LLC7,283$209K0.0%-15.3%0.003%
7/17/2025 Lakewood Asset Management LLC59,567$1.71M1.1%-1.8%0.021%
7/17/2025 Johnson Bixby & Associates LLC242,897$6.96M1.0%-1.8%0.084%
7/17/2025 Charles Schwab Trust Co351,714$10.08M0.8%-9.8%0.122%
7/17/2025 Tempus Wealth Planning LLC17,020$488K0.1%+7.6%0.006%
7/16/2025 Prairiewood Capital LLC1,755,747$50.30M18.7%+12.0%0.608%
7/16/2025 Townsend Asset Management Corp NC ADV27,578$790K0.3%-5.8%0.010%
7/16/2025 Kathmere Capital Management LLC182,821$5.24M0.4%-11.6%0.063%
7/16/2025 True North Advisors LLC41,982$1.20M0.2%+6.3%0.015%
7/16/2025 Cambridge Advisors Inc.39,892$1.14M0.2%-25.9%0.014%
7/15/2025 McAdam LLC208,607$5.98M0.3%-3.4%0.072%
7/15/2025 Signal Tree Financial Partners LLC143,482$4.11M3.5%N/A0.050%
7/15/2025 Verum Partners LLC133,143$3.82M0.9%-18.5%0.046%
7/15/2025 BCS Wealth Management27,961$801K0.2%+21.9%0.010%
7/15/2025 Boyce & Associates Wealth Consulting Inc.13,360$383K0.4%+13.1%0.005%
This Crypto Is Set to Explode in January (Ad)

Billions Flowing Into Crypto (Here’s Where It’s Going!) Institutional money is flooding into crypto... Discover which coins they’re buying at the Crypto Hedge Fund Summit, before prices catch up.

Claim your free seat now.
7/15/2025 Forte Capital LLC ADV248,496$7.12M0.8%-0.9%0.086%
7/15/2025 GSB Wealth Management LLC310,459$8.90M2.2%+7.7%0.107%
7/15/2025 Alpha Omega Wealth Management LLC60,031$1.72M0.3%+2.1%0.021%
7/14/2025 Hoey Investments Inc.1,504$43K0.0%N/A0.001%
7/14/2025 AdvisorNet Financial Inc5,766$165K0.0%-51.8%0.002%
7/14/2025 Northland Capital Management LLC98,351$2.82M1.7%+15.5%0.034%
7/14/2025 U.S. Capital Wealth Advisors LLC10,157$291K0.0%-12.8%0.004%
7/14/2025 Abound Wealth Management8,443$242K0.1%+64.7%0.003%
7/14/2025 Sound Stewardship LLC293,443$8.41M4.3%+7.6%0.102%
7/14/2025 Sowell Financial Services LLC113,353$3.25M0.1%-0.9%0.039%
(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, 441 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Small Company ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($5.49B), Charles Schwab Investment Advisory Inc. ($5.47B), Waddell & Associates LLC ($72.21M), Steele Capital Management Inc. ($57.14M), Clarius Group LLC ($53.17M), Ameriprise Financial Inc. ($51.91M), and Prairiewood Capital LLC ($50.30M).Learn more on Schwab Fundamental U.S. Small Company ETF's institutional investors.

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

Of the 433 institutional investors that purchased Schwab Fundamental U.S. Small Company ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($102.64M), Charles Schwab Investment Advisory Inc. ($7.99M), SageView Advisory Group LLC ($2.95M), Steele Capital Management Inc. ($2.09M), Waddell & Associates LLC ($1.42M), Prairiewood Capital LLC ($1.28M), and Trilogy Capital Inc. ($1.27M).

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

Institutional investors have bought a total of 128,519,169 shares in the last 24 months. This purchase volume represents approximately $3.81B in transactions.

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

Of the 117 institutional investors that sold Schwab Fundamental U.S. Small Company ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trilogy Capital Inc. ($523.12K), Pasadena Private Wealth LLC ($238.20K), Kathmere Capital Management LLC ($197.50K), Clarius Group LLC ($147.16K), Collective Family Office LLC ($129.42K), Johnson Bixby & Associates LLC ($127.24K), and Sanctuary Advisors LLC ($115.03K).

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

Institutional investors have sold a total of 2,576,979 shares in the last 24 months. This volume of shares sold represents approximately $72.47M in transactions.


Related Companies

This page (NYSEARCA:FNDA) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored