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

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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)
204
Total
Institutional Inflows
(last 12 months)
$635.47M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$62.48M
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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
5/4/2024PrairieView Partners LLC47,612$2.72M0.3%-3.0%0.032%
5/4/2024Geneos Wealth Management Inc.1,095$62K0.0%+24.6%0.001%
5/3/2024Callan Capital LLC347,620$19.83M1.7%-0.2%0.237%
5/3/2024Smith Salley Wealth Management5,014$286K0.0%+7.3%0.003%
5/2/2024GSB Wealth Management LLC77,086$4.40M1.2%+7.3%0.053%
5/2/2024Horan Securities Inc.10,442$596K0.3%+2.3%0.007%
5/2/2024Lincoln National Corp314,017$17.91M0.3%+2.0%0.214%
5/1/2024 Resonant Capital Advisors LLC395,902$22.58M1.9%+4.1%0.270%
5/1/2024 Janney Montgomery Scott LLC20,194$1.15M0.0%N/A0.014%
5/1/2024 Horan Capital Advisors LLC.121,258$6.92M2.5%+5.4%0.083%
5/1/2024 Mission Wealth Management LP7,454$425K0.0%N/A0.005%
5/1/2024 Sequoia Financial Advisors LLC22,646$1.29M0.0%+3.0%0.015%
4/30/2024 Private Advisor Group LLC109,116$6.22M0.0%+4.1%0.074%
4/30/2024 JMG Financial Group Ltd.6,353$362K0.0%+4.4%0.004%
4/30/2024 Perigon Wealth Management LLC7,016$400K0.0%+6.1%0.005%
4/30/2024 Townsend Asset Management Corp NC ADV14,795$844K0.3%-2.1%0.010%
4/29/2024Commonwealth Equity Services LLC160,204$9.14M0.0%+39.8%0.109%
4/29/2024 Benjamin F. Edwards & Company Inc.603$34K0.0%+179.2%0.000%
4/29/2024 Aspire Wealth Management Corp11,856$676K0.4%+6.5%0.008%
4/27/2024 Guardian Financial Partners LLC9,356$534K0.4%+10.2%0.006%
4/27/2024 Foster Victor Wealth Advisors LLC5,475$301K0.0%-5.0%0.004%
4/26/2024 UMB Bank n.a.2,030$116K0.0%+113.7%0.001%
4/26/2024 Prairiewood Capital LLC605,186$34.51M16.2%+11.4%0.413%
4/26/2024 Bellevue Asset Management LLC1,386$79K0.0%+443.5%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.33,910$1.93M0.0%+130.5%0.023%
4/24/2024 Simplicity Wealth LLC3,524$201K0.0%N/A0.002%
4/24/2024 Spire Wealth Management846$48K0.0%+375.3%0.001%
4/24/2024 First Pacific Financial405,280$23.11M6.5%+0.8%0.277%
4/24/2024 Gemmer Asset Management LLC264,819$15.10M1.8%-3.4%0.181%
4/24/2024 Dechtman Wealth Management LLC93,522$5.33M1.2%-1.9%0.064%
4/23/2024 Fifth Third Bancorp652$37K0.0%+121.0%0.000%
4/23/2024 McAdam LLC165,221$9.42M0.6%-1.4%0.113%
4/23/2024 Warner Financial Inc.6,348$362K0.2%+13.4%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.32,339$1.84M0.0%+85.9%0.022%
4/22/2024 Johnson Bixby & Associates LLC166,072$9.47M1.6%+6.1%0.113%
4/22/2024 Lakewood Asset Management LLC29,999$1.71M1.2%+3.2%0.020%
4/22/2024 Solitude Financial Services513,429$29.28M13.5%+1,679.1%0.350%
4/19/2024 Tempus Wealth Planning LLC7,187$410K0.2%+3.6%0.005%
4/19/2024 Red Tortoise LLC3,338$190K0.1%-19.9%0.003%
4/19/2024 Northland Capital Management LLC46,534$2.65M1.9%+0.7%0.036%
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4/18/2024 Verum Partners LLC103,381$5.90M2.1%+41.7%0.079%
4/18/2024 Woodmont Investment Counsel LLC558$32K0.0%N/A0.000%
4/18/2024 Raub Brock Capital Management LP90,565$5.17M1.1%-0.5%0.069%
4/18/2024 Steele Capital Management Inc.942,090$53.73M3.1%+3.6%0.720%
4/18/2024 Morris Financial Concepts Inc.4,427$252K0.1%-16.6%0.003%
4/18/2024 RHS Financial LLC6,319$360K0.2%-37.3%0.005%
4/18/2024 Arlington Financial Advisors LLC152,704$8.71M1.9%-54.8%0.117%
4/17/2024 Trilogy Capital Inc.601,059$34.28M2.0%N/A0.460%
4/17/2024 Vicus Capital27,070$1.54M0.1%+4.4%0.021%
4/17/2024 Alpha Omega Wealth Management LLC24,724$1.41M0.3%+4.9%0.019%
4/16/2024 OneAscent Wealth Management LLC9,381$535K0.2%+16.9%0.007%
4/16/2024Kathmere Capital Management LLC302,909$17.28M2.0%+3.6%0.232%
4/16/2024 Cambridge Advisors Inc.25,347$1.45M0.3%+1.3%0.019%
4/16/2024 Pasadena Private Wealth LLC262,418$14.97M3.4%+1.6%0.201%
4/16/2024 Wealth Enhancement Advisory Services LLC102,636$5.85M0.0%+94.9%0.078%
4/15/2024 Janiczek Wealth Management LLC340,858$19.44M4.1%+3.6%0.261%
4/15/2024 Brookstone Capital Management17,918$1.02M0.0%-12.9%0.014%
4/12/2024 Charles Schwab Trust Co168,533$9.61M0.9%-21.2%0.129%
4/12/2024 Austin Private Wealth LLC21,510$1.20M0.1%-1.0%0.016%
4/12/2024 CGN Advisors LLC18,773$1.07M0.1%+15.0%0.014%
4/12/2024 Financial Synergies Wealth Advisors Inc.8,106$462K0.1%-34.0%0.006%
4/12/2024 True North Advisors LLC23,603$1.35M0.4%-6.3%0.018%
4/11/2024 Paragon Capital Management Ltd9,381$535K0.1%N/A0.007%
4/11/2024 Moller Wealth Partners527,457$30.08M8.1%-0.9%0.403%
4/11/2024 Sebold Capital Management Inc.71,397$4.07M2.7%+8.4%0.055%
4/11/2024 RFG Advisory LLC14,079$803K0.0%-2.3%0.011%
4/10/2024 CVA Family Office LLC15,178$866K0.2%+6.3%0.012%
4/10/2024 Park Avenue Securities LLC3,532$201K0.0%-7.2%0.003%
4/10/2024 BCS Wealth Management6,008$343K0.1%+12.4%0.005%
4/10/2024 Bruce G. Allen Investments LLC5,976$341K0.3%+14.9%0.005%
4/10/2024 BKA Wealth Consulting Inc.7,254$414K0.5%+42.5%0.006%
4/9/2024 Collective Family Office LLC147,963$8.44M2.7%+0.2%0.113%
4/1/2024 Appleton Partners Inc. MA10,620$606K0.0%+66.5%0.008%
3/22/2024PNC Financial Services Group Inc.3,671$203K0.0%+10.1%0.003%
3/15/2024B. Riley Wealth Advisors Inc.56,871$3.15M0.1%N/A0.043%
3/11/2024Red Mountain Financial LLC16,078$890K1.4%N/A0.012%
3/6/2024SageView Advisory Group LLC40,849$2.23M0.1%-61.8%0.031%
2/28/2024EP Wealth Advisors LLC11,111$615K0.0%-4.8%0.008%
2/26/2024Integrated Advisors Network LLC3,860$214K0.0%N/A0.003%
2/21/2024Wealth Forward LLC289,122$16.00M13.5%N/A0.221%
2/21/2024Austin Wealth Management LLC80,216$4.40M1.2%-11.5%0.061%
2/15/2024Bell Investment Advisors Inc370,348$20.50M4.2%+9.2%0.283%
2/14/2024Elevate Wealth Advisory Inc.1,066$59K0.1%N/A0.001%
2/14/2024Waddell & Associates LLC1,250,165$69.20M9.3%+0.4%0.956%
2/13/2024Exencial Wealth Advisors LLC118,234$6.54M0.3%+4.0%0.090%
2/13/2024FinTrust Capital Advisors LLC955$53K0.0%-22.5%0.001%
2/12/2024 Sprinkle Financial Consultants LLC4,494$249K0.3%N/A0.003%
2/12/2024Dorsey & Whitney Trust CO LLC13,731$760K0.1%+20.3%0.010%
2/12/2024TD Capital Management LLC2,312$128K0.0%+81.2%0.002%
2/12/2024Journey Advisory Group LLC17,291$957K0.1%N/A0.013%
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2/12/2024Focus Financial Network Inc. ADV11,557$640K0.0%N/A0.009%
2/9/2024Johnson Financial Group Inc.457$25K0.0%+219.6%0.000%
2/9/2024Advisory Services Network LLC2,819$156K0.0%N/A0.002%
2/9/2024ProVise Management Group LLC55,095$3.05M0.3%-6.7%0.042%
2/9/2024Orion Portfolio Solutions LLC53,230$2.88M0.0%-54.3%0.041%
2/9/2024SageView Advisory Group LLC40,849$2.23M0.1%-61.8%0.031%
2/9/2024Corient Private Wealth LLC19,838$1.10M0.0%+5.5%0.015%
2/9/2024Thoroughbred Financial Services LLC15,958$883K0.1%+2.1%0.012%
2/9/2024UBS Group AG392,324$21.72M0.0%+4.0%0.300%
2/8/2024 Clarity Capital Advisors LLC10,601$587K0.5%N/A0.008%
(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, 300 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. ($5.18B), Waddell & Associates LLC ($69.20M), Clarius Group LLC ($61.83M), Steele Capital Management Inc. ($53.73M), Ameriprise Financial Inc. ($41.39M), Prairiewood Capital LLC ($34.51M), and Trilogy Capital Inc. ($34.28M).Learn more on FNDA's institutional investors.

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

Of the 260 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. ($7.14M), Steele Capital Management Inc. ($942.09K), UBS Group AG ($606.18K), Trilogy Capital Inc. ($601.06K), Solitude Financial Services ($513.65K), Waddell & Associates LLC ($485.47K), 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 17,561,952 shares in the last 24 months. This purchase volume represents approximately $888.19M 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 ($243.39K), Gemmer Asset Management LLC ($158.10K), Orion Portfolio Solutions LLC ($152.69K), SageView Advisory Group LLC ($138.17K), Washington Trust Advisors Inc. ($91.19K), Pacific Wealth Strategies Group Inc. ($88.33K), and Flow Traders U.S. LLC ($87.60K).

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

Institutional investors have sold a total of 2,043,095 shares in the last 24 months. This volume of shares sold represents approximately $102.54M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 5/4/2024 by MarketBeat.com Staff

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