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

Schwab Fundamental U.S. Small Company ETF logo
$31.53 +0.15 (+0.48%)
Closing price 09/5/2025 04:10 PM Eastern
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$31.53 0.00 (0.00%)
As of 09/5/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA)

Number of
Institutional Buyers
(last 12 months)
399
Total
Institutional Inflows
(last 12 months)
$3.85B
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$677.68M
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FNDA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.748,301$21.44M0.0%-36.8%0.260%
8/27/2025 Orion Porfolio Solutions LLC75,803$2.17M0.0%+6.5%0.026%
8/26/2025 Thrivent Financial for Lutherans29,947$858K0.0%-96.2%0.010%
8/25/2025 Hilltop Partners LLC129,366$3.71M1.1%+11.4%0.045%
8/22/2025 TT Capital Management LLC32,364$878K0.3%N/A0.011%
8/18/2025 Geneos Wealth Management Inc.4,174$120K0.0%+44.8%0.001%
8/18/2025 Front Row Advisors LLC2,960$85K0.0%-14.9%0.001%
8/15/2025 Tower Research Capital LLC TRC 59,577$1.71M0.0%+18.1%0.021%
8/15/2025 Asset Allocation Strategies LLC71,935$2.06M0.4%+12.8%0.025%
8/15/2025 Corient Private Wealth LLC88,146$2.53M0.0%+94.9%0.031%
8/15/2025 Captrust Financial Advisors99,492$2.85M0.0%+1.3%0.035%
8/15/2025 Two Sigma Securities LLC17,676$506K0.1%N/A0.006%
8/15/2025 Orion Porfolio Solutions LLC32,037$918K0.0%-55.0%0.011%
8/15/2025 MML Investors Services LLC54,761$1.57M0.0%-20.4%0.019%
8/15/2025 Great Valley Advisor Group Inc.352,319$10.09M0.2%-29.4%0.123%
8/15/2025 EP Wealth Advisors LLC36,772$1.05M0.0%-5.4%0.013%
8/15/2025 Curi Capital LLC13,399$384K0.0%N/A0.005%
8/15/2025 Bank of America Corp DE786,190$22.52M0.0%-0.7%0.274%
8/15/2025 Ameriprise Financial Inc.1,172,144$33.73M0.0%+0.1%0.408%
8/14/2025 Jane Street Group LLC21,418$614K0.0%N/A0.007%
8/14/2025 Raymond James Financial Inc.120,064$3.44M0.0%+2.4%0.042%
8/14/2025 Quantinno Capital Management LP25,792$739K0.0%+142.2%0.009%
8/14/2025 HUB Investment Partners LLC20,263$581K0.0%+104.4%0.007%
8/14/2025 Main Street Financial Solutions LLC52,094$1.49M0.1%-48.3%0.018%
8/14/2025 NewEdge Advisors LLC5,556$159K0.0%+26.2%0.002%
8/14/2025 Cerity Partners LLC869,828$24.92M0.0%-3.5%0.302%
8/13/2025 Seven Springs Wealth Group LLC423,608$12.14M3.0%+11.5%0.147%
8/13/2025 Flow Traders U.S. LLC127,009$3.64M0.1%N/A0.044%
8/13/2025 SageView Advisory Group LLC45,369$1.36M0.1%-2.0%0.016%
8/13/2025 Baird Financial Group Inc.14,407$413K0.0%-66.1%0.005%
8/13/2025 EverSource Wealth Advisors LLC11,058$317K0.0%N/A0.004%
8/13/2025 CW Advisors LLC37,345$1.07M0.0%-2.9%0.013%
8/13/2025 Beacon Pointe Advisors LLC25,633$734K0.0%-6.4%0.009%
8/13/2025 Fisher Asset Management LLC8,254$236K0.0%-19.9%0.003%
8/13/2025 Lido Advisors LLC62,796$1.80M0.0%+12.3%0.022%
8/13/2025 Northwestern 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%
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%
(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, 451 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), Prairiewood Capital LLC ($50.30M), and Moller Wealth Partners ($36.76M).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 440 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 129,862,293 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 133 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), Thrivent Financial for Lutherans ($753.63K), Trilogy Capital Inc. ($523.12K), Osaic Holdings Inc. ($435.47K), Pasadena Private Wealth LLC ($238.20K), Clarius Group LLC ($147.16K), and Great Valley Advisor Group Inc. ($147.02K).

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

Institutional investors have sold a total of 23,692,458 shares in the last 24 months. This volume of shares sold represents approximately $677.68M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 9/6/2025 by MarketBeat.com Staff
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