Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

Schwab Fundamental U.S. Small Company ETF logo
$30.33 -0.37 (-1.21%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$30.29 -0.04 (-0.14%)
As of 08/14/2025 06:59 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)
397
Total
Institutional Inflows
(last 12 months)
$3.85B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$642.43M
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
8/14/2025HUB Investment Partners LLC20,263$581K0.0%+104.4%0.007%
8/14/2025Main Street Financial Solutions LLC52,094$1.49M0.1%-48.3%0.018%
8/14/2025NewEdge Advisors LLC5,556$159K0.0%+26.2%0.002%
8/14/2025Cerity Partners LLC869,828$24.92M0.0%-3.5%0.302%
8/13/2025Seven Springs Wealth Group LLC423,608$12.14M3.0%+11.5%0.147%
8/13/2025Flow Traders U.S. LLC127,009$3.64M0.1%N/A0.044%
8/13/2025SageView Advisory Group LLC45,369$1.36M0.1%-2.0%0.016%
8/13/2025Baird Financial Group Inc.14,407$413K0.0%-66.1%0.005%
8/13/2025EverSource Wealth Advisors LLC11,058$317K0.0%N/A0.004%
8/13/2025CW Advisors LLC37,345$1.07M0.0%-2.9%0.013%
8/13/2025Beacon Pointe Advisors LLC25,633$734K0.0%-6.4%0.009%
8/13/2025Fisher Asset Management LLC8,254$236K0.0%-19.9%0.003%
8/13/2025Lido Advisors LLC62,796$1.80M0.0%+12.3%0.022%
8/13/2025Northwestern Mutual Wealth Management Co.462,818$13.26M0.0%+9.4%0.160%
8/12/2025 J.W. Cole Advisors Inc.9,662$277K0.0%-16.7%0.003%
8/12/2025 Global Retirement Partners LLC7,643$219K0.0%N/A0.003%
8/12/2025 Charles Schwab Investment Management Inc.180,780,879$5.18B0.9%-9.7%62.684%
8/12/2025 Cozad Asset Management Inc.12,421$356K0.0%+24.7%0.004%
8/12/2025 AlphaCore Capital LLC897,565$25.72M1.0%+25,486.2%0.311%
8/12/2025 MAI Capital Management321,995$9.23M0.1%-4.5%0.112%
8/12/2025 JPMorgan Chase & Co.146,341$4.19M0.0%+26.1%0.051%
8/12/2025 Howe & Rusling Inc.12,148$348K0.0%+80.9%0.004%
8/12/2025 NFP Retirement Inc.290,508$8.32M0.5%-0.9%0.101%
8/11/2025 Traub Capital Management LLC101,698$2.91M2.7%N/A0.035%
8/11/2025 HHM Wealth Advisors LLC89,850$2.57M0.3%+0.6%0.031%
8/11/2025 Pin Oak Investment Advisors Inc.1,596$43K0.0%N/A0.001%
8/11/2025 Pinnacle Wealth Planning Services Inc.34,534$989K0.1%N/A0.012%
8/11/2025 Bell Investment Advisors Inc667,044$19.11M3.3%-8.0%0.231%
8/8/2025 Avantax Advisory Services Inc.73,130$2.10M0.0%+25.5%0.025%
8/8/2025 Cetera Investment Advisers111,896$3.21M0.0%+3.7%0.039%
8/8/2025 Thoroughbred Financial Services LLC26,902$770K0.1%-5.6%0.009%
8/8/2025 Empower Advisory Group LLC11,047$316K0.0%N/A0.004%
8/8/2025 Foundations Investment Advisors LLC127,621$3.66M0.1%+14.6%0.044%
8/8/2025 Your Advocates Ltd. LLP202,920$5.81M2.1%+4.1%0.070%
8/8/2025 Kaizen Financial Strategies54,470$1.56M0.8%-1.2%0.019%
8/8/2025 Austin Wealth Management LLC61,177$1.79M0.3%-54.4%0.021%
8/8/2025 Bailard Inc.16,312$467K0.0%-12.8%0.006%
8/8/2025 Accredited Investors Inc.800,006$22.92M1.4%-5.5%0.277%
8/8/2025 PNC Financial Services Group Inc.6,117$175K0.0%-12.1%0.002%
8/8/2025 Ironwood Investment Counsel LLC1,179,447$33.79M5.0%-5.3%0.409%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/7/2025 Wealth Forward LLC615,203$17.63M11.8%-0.9%0.213%
8/7/2025 Cahill Financial Advisors Inc.40,621$1.16M0.1%+2.7%0.014%
8/7/2025 Allworth Financial LP5,777$166K0.0%-24.8%0.002%
8/7/2025 Midwest Trust Co8,328$239K0.0%N/A0.003%
8/7/2025 Brio Consultants LLC40,060$1.15M0.2%N/A0.014%
8/6/2025 AE Wealth Management LLC3,542$101K0.0%-17.0%0.001%
8/6/2025 KCM Investment Advisors LLC10,661$305K0.0%N/A0.004%
8/6/2025 Reston Wealth Management LLC170,841$4.90M1.7%+20.0%0.059%
8/6/2025 Savant Capital LLC201,860$5.78M0.0%-4.5%0.070%
8/6/2025 OneAscent Wealth Management LLC9,554$274K0.1%-20.1%0.003%
8/6/2025 Horizon Investment Services LLC7,674$220K0.1%-31.9%0.003%
8/6/2025 HORAN Wealth LLC266,374$7.63M2.3%N/A0.092%
8/6/2025 Horan Securities Inc.17,257$494K0.2%+2.8%0.006%
8/6/2025 Ethos Financial Group LLC58,061$1.66M0.1%+5.4%0.020%
8/6/2025 Atlantic Union Bankshares Corp1,216$35K0.0%N/A0.000%
8/6/2025 Entrewealth LLC11,816$339K0.2%-45.3%0.004%
8/6/2025 New Millennium Group LLC119,566$3.43M1.9%+3.6%0.041%
8/5/2025 Freestone Capital Holdings LLC9,392$269K0.0%-29.8%0.003%
8/5/2025 Bank of Montreal Can20,598$590K0.0%+9.9%0.007%
8/5/2025 Mission Wealth Management LP7,353$211K0.0%N/A0.003%
8/5/2025 Sebold Capital Management Inc.162,144$4.65M2.9%+2.6%0.056%
8/4/2025 Integrity Alliance LLC.121,643$3.49M0.2%+2.5%0.042%
8/4/2025 Savvy Advisors Inc.15,860$454K0.0%+36.5%0.005%
8/4/2025 Assetmark Inc.2,078$60K0.0%+82.3%0.001%
8/4/2025 Waterfront Wealth Inc.78,344$2.25M0.5%+27.4%0.027%
8/1/2025 Cedar Point Capital Partners LLC43,630$1.25M0.9%+6.4%0.015%
8/1/2025 Austin Private Wealth LLC23,333$668K0.1%-7.6%0.008%
8/1/2025 Clark Asset Management LLC12,589$361K0.0%N/A0.004%
8/1/2025 SYM FINANCIAL Corp1,268$36K0.0%N/A0.000%
8/1/2025 Y Intercept Hong Kong Ltd20,141$577K0.0%N/A0.007%
8/1/2025 Pasadena Private Wealth LLC276,090$7.91M1.4%-46.3%0.096%
8/1/2025 Envestnet 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%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
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%
(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, 447 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Small Company ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($5.47B), Charles Schwab Investment Management Inc. ($5.18B), 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 437 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. ($5.63M), SageView Advisory Group LLC ($2.94M), 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 129,993,601 shares in the last 24 months. This purchase volume represents approximately $3.85B in transactions.

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

Of the 127 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: Charles Schwab Investment Management Inc. ($19.51M), 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), and Johnson Bixby & Associates LLC ($127.24K).

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

Institutional investors have sold a total of 22,468,649 shares in the last 24 months. This volume of shares sold represents approximately $642.41M in transactions.


Related Companies

This page (NYSEARCA:FNDA) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored