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

Schwab Fundamental U.S. Small Company Index ETF logo
$29.48
+0.13 (+0.44%)
(As of 11/4/2024 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)
230
Total
Institutional Inflows
(last 12 months)
$420.10M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$40.51M
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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
11/5/2024Nations Financial Group Inc. IA ADV5,455$325K0.0%+15.5%0.004%
11/4/2024Riverpoint Wealth Management Holdings LLC524,626$31.25M8.0%+1.1%0.357%
11/4/2024Addison Advisors LLC45,547$2.71M0.8%-5.6%0.031%
11/4/2024Patten & Patten Inc. TN3,580$213K0.0%N/A0.002%
11/4/2024Paragon 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%
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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%
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%
10/10/2024 Koshinski Asset Management Inc.3,785$225K0.0%N/A0.003%
10/10/2024 Johnson Bixby & Associates LLC180,487$10.75M1.6%+4.4%0.123%
10/10/2024 Shore Point Advisors LLC178,227$10.62M5.7%+1.8%0.121%
10/9/2024 Charles Schwab Trust Co182,504$10.87M0.9%+5.8%0.124%
10/9/2024 Clarius Group LLC1,037,631$61.81M4.3%-0.9%0.706%
10/9/2024 Rappaport Reiches Capital Management LLC3,500$208K0.1%N/A0.002%
10/9/2024 Moller Wealth Partners528,631$31.49M7.9%-0.6%0.360%
10/9/2024 Bruce G. Allen Investments LLC9,131$544K0.4%+51.4%0.006%
10/8/2024 CWM LLC5,691$339K0.0%+93.3%0.004%
10/8/2024 Brightwater Advisory LLC80,619$4.80M3.5%-4.0%0.055%
10/8/2024 True North Advisors LLC21,634$1.29M0.3%-4.0%0.015%
10/8/2024 Marquette Asset Management LLC751$45K0.0%N/A0.001%
10/8/2024 Brookstone Capital Management7,735$461K0.0%-29.5%0.005%
10/8/2024 Dynamic Advisor Solutions LLC6,044$360K0.0%-32.4%0.004%
10/8/2024 Financial Synergies Wealth Advisors Inc.9,435$562K0.1%+23.7%0.006%
10/8/2024 Mather Group LLC.46,900$2.79M0.0%-1.2%0.032%
10/7/2024 Lakewood Asset Management LLC36,303$2.16M1.5%+6.3%0.025%
10/5/2024 Collective Family Office LLC216,458$12.89M3.5%+4.7%0.147%
10/4/2024 HBW Advisory Services LLC27,747$1.65M0.2%+2.3%0.019%
10/3/2024 Park Avenue Securities LLC4,031$240K0.0%N/A0.003%
10/3/2024 Alpha Omega Wealth Management LLC26,386$1.57M0.3%+5.2%0.018%
10/1/2024 Appleton Partners Inc. MA5,779$344K0.0%-2.9%0.004%
9/10/2024 Brightwater Advisory LLC83,937$4.61M3.2%N/A0.057%
9/5/2024Sanctuary Advisors LLC239,637$13.05M0.1%N/A0.163%
8/30/2024Creekside Partners7,536$414K0.2%N/A0.005%
8/22/2024Cetera Investment Advisers41,813$2.30M0.0%+3.5%0.028%
8/19/2024EP Wealth Advisors LLC22,802$1.25M0.0%+75.7%0.016%
8/16/2024Northwestern Mutual Wealth Management Co.180,814$9.93M0.0%+0.6%0.123%
8/16/2024 Creative Planning134,862$7.41M0.0%+8.3%0.092%
8/16/2024Annandale Capital LLC6,300$346K0.1%N/A0.004%
8/16/2024 Kathmere Capital Management LLC129,462$7.11M0.7%-57.3%0.088%
8/15/2024AlTi Global Inc.7,007$386K0.0%-6.2%0.005%
8/14/2024EverSource Wealth Advisors LLC565$34K0.0%+482.5%0.000%
8/13/2024Thrivent Financial for Lutherans341,020$18.73M0.0%+89.5%0.232%
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8/13/2024AE Wealth Management LLC4,469$245K0.0%N/A0.003%
8/13/2024Callan Capital LLC338,505$18.59M1.6%-2.6%0.230%
8/12/2024 Brighton Jones LLC6,445$354K0.0%+6.5%0.004%
8/12/2024ProVise Management Group LLC38,262$2.10M0.2%-21.4%0.026%
8/12/2024Blair William & Co. IL3,596$197K0.0%+27.4%0.002%
8/12/2024Mercer Global Advisors Inc. ADV36,426$2M0.0%+24.7%0.025%
8/10/2024Axxcess Wealth Management LLC13,967$767K0.0%-3.8%0.010%
8/9/2024Renaissance Technologies LLC6,000$330K0.0%-42.9%0.004%
8/9/2024CBIZ Investment Advisory Services LLC1,245$69K0.0%N/A0.001%
8/8/2024Envestnet Asset Management Inc.43,619$2.40M0.0%+30.5%0.030%
(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, 328 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 Advisory Inc. ($5.47B), SageView Advisory Group LLC ($168.46M), Waddell & Associates LLC ($68.86M), Clarius Group LLC ($61.81M), Steele Capital Management Inc. ($53.80M), 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 291 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), Steele Capital Management Inc. ($975.86K), Trilogy Capital Inc. ($621.61K), UBS Group AG ($551.40K), Solitude Financial Services ($524.32K), and Pasadena Private Wealth LLC ($465.91K).

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

Institutional investors have bought a total of 23,062,166 shares in the last 24 months. This purchase volume represents approximately $608.79M 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 ($153.79K), Gemmer Asset Management LLC ($146.23K), SageView Advisory Group LLC ($138.17K), 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 2,300,548 shares in the last 24 months. This volume of shares sold represents approximately $60.65M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 11/5/2024 by MarketBeat.com Staff
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