Schwab Fundamental U.S. Small Company ETF (FNDA) Institutional Ownership $28.30 -0.08 (-0.28%) As of 02:53 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA)Number ofInstitutional Buyers(last 12 months)379TotalInstitutional Inflows(last 12 months)$3.78BNumber ofInstitutional Sellers(last 12 months)108TotalInstitutional Outflows(last 12 months)$54.65M 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. Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025 McAdam LLC215,839$5.91M0.4%-8.5%0.074% 5/21/2025 Geneos Wealth Management Inc.2,882$79K0.0%+31.6%0.001% 5/20/2025 Focus Partners Wealth79,374$2.17M0.0%-32.0%0.027% 5/20/2025 Integrity Alliance LLC.118,695$3.25M0.1%N/A0.040% 5/19/2025 SageView Advisory Group LLC46,277$1.27M0.1%-4.0%0.015% 5/16/2025 Bell Investment Advisors Inc725,125$19.86M3.7%-1.2%0.242% 5/16/2025 Signature Estate & Investment Advisors LLC26,494$726K0.0%+4.1%0.009% 5/16/2025 Goldman Sachs Group Inc.10,006$274K0.0%N/A0.003% 5/16/2025 Jones Financial Companies Lllp51,947$1.39M0.0%+349.9%0.017% 5/16/2025 Greenline Partners LLC4,692$129K0.0%+94.5%0.002% Get the Latest News and Ratings for FNDA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Schwab Fundamental U.S. Small Company ETF and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 AQR Capital Management LLC25,941$711K0.0%N/A0.009% 5/16/2025 AlTi Global Inc.14,219$389K0.0%-12.5%0.005% 5/16/2025 Ancora Advisors LLC3,078$84K0.0%+2,197.0%0.001% 5/15/2025 Focus Partners Advisor Solutions LLC199,825$5.47M0.1%+130.0%0.067% 5/15/2025 Royal Bank of Canada104,110$2.85M0.0%+58.3%0.035% 5/15/2025 MAI Capital Management337,135$9.23M0.1%-1.5%0.113% 5/14/2025 Ieq Capital LLC40,263$1.10M0.0%+145.5%0.013% 5/14/2025 Entrewealth LLC21,594$591K0.5%+87.4%0.007% 5/14/2025 Comerica Bank26,920$737K0.0%-1.4%0.009% 5/14/2025 Cedar Point Capital Partners LLC41,010$1.12M0.8%+4.2%0.014% 5/14/2025 Smartleaf Asset Management LLC1,219$33K0.0%+4,979.2%0.000% 5/14/2025 Northwestern Mutual Wealth Management Co.423,010$11.59M0.0%+11.8%0.141% 5/14/2025 CW Advisors LLC38,462$1.06M0.0%N/A0.013% 5/14/2025 Capital Analysts LLC3,844$105K0.0%-35.8%0.001% 5/14/2025 Colonial Trust Advisors7,710$211K0.0%N/A0.003% 5/13/2025 Freestone Capital Holdings LLC13,386$367K0.0%+4.4%0.004% 5/13/2025 Ethos Financial Group LLC55,081$1.51M0.1%N/A0.018% 5/13/2025 Raymond James Financial Inc.117,291$3.21M0.0%+21.4%0.039% 5/13/2025 NFP Retirement Inc.293,035$8.03M0.6%+2.9%0.098% 5/13/2025 HighTower Advisors LLC150,751$4.13M0.0%+3.2%0.050% 5/12/2025 Independent Advisor Alliance10,448$286K0.0%-12.6%0.003% 5/12/2025 True North Advisors LLC39,484$1.08M0.2%N/A0.013% 5/12/2025 Townsquare Capital LLC10,076$276K0.0%N/A0.003% 5/12/2025 Savvy Advisors Inc.11,621$318K0.0%+8.4%0.004% 5/12/2025 AlphaCore Capital LLC3,508$96K0.0%N/A0.001% 5/12/2025 Ironwood Investment Counsel LLC1,245,013$34.10M5.9%+26.3%0.416% 5/9/2025 Roof Eidam Maycock Peralta LLC139,369$3.82M1.0%+1.0%0.047% 5/9/2025 Charles Schwab Investment Management Inc.200,289,288$5.49B1.0%+0.6%66.964% 5/9/2025 City of London Investment Management Co. Ltd.14,100$386K0.0%N/A0.005% 5/9/2025 Exencial Wealth Advisors LLC210,131$5.76M0.2%+1.4%0.070% [No Brainer Gold Play]: “Show me a better investment.” (Ad)A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.Click here to get Garrett’s Top Four picks now.5/9/2025 PrairieView Partners LLC89,097$2.44M0.3%-0.8%0.030% 5/9/2025 Financial Connections Group Inc.13,673$373K0.2%N/A0.005% 5/9/2025 Atria Wealth Solutions Inc.76,619$2.10M0.0%+13.5%0.026% 5/9/2025 Thoroughbred Financial Services LLC28,487$780K0.0%-2.2%0.010% 5/9/2025 Solitude Financial Services969,381$26.55M10.3%-10.0%0.324% 5/9/2025 PNC Financial Services Group Inc.6,959$191K0.0%-29.9%0.002% 5/8/2025 Mengis Capital Management Inc.13,419$368K0.1%-7.5%0.004% 5/8/2025 ProVise Management Group LLC50,074$1.37M0.1%-17.1%0.017% 5/8/2025 US Bancorp DE6,000$164K0.0%-36.6%0.002% 5/8/2025 Pasadena Private Wealth LLC514,288$14.09M2.7%+5.6%0.172% 5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,043$878K0.0%+8.9%0.011% 5/8/2025 Harbour Investments Inc.18,624$510K0.0%+45.6%0.006% 5/8/2025 HHM Wealth Advisors LLC89,350$2.45M0.3%+4.6%0.030% 5/8/2025 Foster & Motley Inc.474,758$13.00M0.8%+1.2%0.159% 5/8/2025 NorthRock Partners LLC26,986$739K0.0%+9,402.1%0.009% 5/8/2025 Modera Wealth Management LLC19,155$525K0.0%-5.3%0.006% 5/8/2025 Cutler Investment Counsel LLC59,838$1.64M0.2%-0.7%0.020% 5/8/2025 Cozad Asset Management Inc.9,961$273K0.0%-19.8%0.003% 5/7/2025 Your Advocates Ltd. LLP194,871$5.34M2.0%+3.4%0.065% 5/7/2025 Foundations Investment Advisors LLC111,347$3.05M0.1%+9.0%0.037% 5/7/2025 Horan Capital Advisors LLC.261,153$7.15M2.4%+1.4%0.087% 5/7/2025 LPL Financial LLC396,466$10.86M0.0%+9.7%0.133% 5/7/2025 Waddell & Associates LLC2,636,391$72.21M8.8%+1.6%0.881% 5/7/2025 Wealth Forward LLC620,943$17.01M12.1%-0.5%0.208% 5/7/2025 HB Wealth Management LLC47,824$1.31M0.0%+358.6%0.016% 5/7/2025 Trilogy Capital Inc.774,306$21.21M1.1%-40.3%0.259% 5/6/2025 Cetera Investment Advisers107,948$2.96M0.0%+19.7%0.036% 5/6/2025 Avantax Advisory Services Inc.58,269$1.60M0.0%+7.4%0.019% 5/6/2025 Tempus Wealth Planning LLC15,817$433K0.1%+3.5%0.005% 5/6/2025 Opes Wealth Management LLC267,739$7.33M1.5%+13.3%0.090% 5/6/2025 AE Wealth Management LLC4,266$117K0.0%-15.5%0.001% 5/6/2025 Accredited Investors Inc.846,162$23.18M1.4%+7.4%0.283% 5/6/2025 Riverpoint Wealth Management Holdings LLC1,068,884$29.28M7.6%+2.7%0.357% 5/6/2025 PFG Advisors15,679$429K0.0%+14.5%0.005% 5/5/2025 OneAscent Wealth Management LLC11,954$327K0.1%-12.1%0.004% 5/5/2025 Horizon Investment Services LLC11,266$309K0.2%-61.6%0.004% 5/5/2025 IFP Advisors Inc61,671$1.69M0.1%+6.7%0.021% 5/5/2025 Private Advisor Group LLC165,045$4.52M0.0%-23.0%0.055% 5/5/2025 JMG Financial Group Ltd.22,678$621K0.0%+18.6%0.008% 5/5/2025 Jackson Creek Investment Advisors LLC28,054$768K0.2%+2.9%0.009% 5/5/2025 Riverchase Wealth Management LLC17,153$470K0.3%-9.2%0.006% 5/2/2025 Forte Capital LLC ADV250,843$6.87M0.8%+0.6%0.084% 5/2/2025 Bailard Inc.18,712$513K0.0%N/A0.006% 5/2/2025 DDD Partners LLC39,559$1.08M0.1%+2.5%0.013% 5/2/2025 Larson Financial Group LLC11,282$309K0.0%-29.1%0.004% 5/2/2025 Wealthfront Advisers LLC34,929$957K0.0%+24.2%0.012% 5/2/2025 Boyce & Associates Wealth Consulting Inc.11,811$323K0.3%-14.2%0.004% 5/2/2025 Apollon Wealth Management LLC90,178$2.47M0.1%-11.6%0.030% 5/2/2025 Signaturefd LLC4,764$130K0.0%-44.0%0.002% 5/1/2025 Asset Dedication LLC34,656$949K0.1%-4.9%0.012% Gold Hits New Highs as Global Markets Spiral (Ad)When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.Go Here to Learn What's Happening and How to Prepare >>5/1/2025 CWM LLC8,847$242K0.0%-5.1%0.003% 5/1/2025 Westmount Partners LLC40,579$1.11M0.3%N/A0.014% 5/1/2025 Stephens Inc. AR20,994$575K0.0%+14.0%0.007% 5/1/2025 Kathmere Capital Management LLC206,878$5.67M0.5%+4.6%0.069% 5/1/2025 Austin Wealth Management LLC134,230$3.52M0.7%-7.4%0.045% 4/30/2025 Cerity Partners LLC901,689$24.70M0.0%-1.1%0.301% 4/30/2025 Alps Advisors Inc.619,058$16.96M0.1%+1.0%0.207% 4/30/2025 Allworth Financial LP7,681$202K0.0%+38.1%0.003% 4/30/2025 Leavell Investment Management Inc.36,112$989K0.0%-6.6%0.012% 4/30/2025 Harbour Investment Management LLC12,400$340K0.2%-63.1%0.004% (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, 435 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), Ameriprise Financial Inc. ($51.91M), Clarius Group LLC ($51.56M), and Prairiewood Capital LLC ($42.95M).Learn more on FNDA's institutional investors. Which institutional investors have been buying Schwab Fundamental U.S. Small Company ETF stock? Of the 425 institutional investors that purchased Schwab Fundamental U.S. Small Company ETF 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), Trilogy Capital Inc. ($1.27M), and Ameriprise Financial Inc. ($1.17M). How much institutional buying is happening at Schwab Fundamental U.S. Small Company ETF? Institutional investors have bought a total of 144,720,944 shares in the last 24 months. This purchase volume represents approximately $4.24B in transactions. Which Schwab Fundamental U.S. Small Company ETF major shareholders have been selling company stock? Of the 156 institutional investors that sold Schwab Fundamental U.S. Small Company ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trilogy Capital Inc. ($523.12K), Arlington Financial Advisors LLC ($227.47K), Kathmere Capital Management LLC ($184.05K), Orion Portfolio Solutions LLC ($160.72K), Clarius Group LLC ($138.99K), SageView Advisory Group LLC ($137.12K), and Johnson Bixby & Associates LLC ($122.69K). How much institutional selling is happening at Schwab Fundamental U.S. Small Company ETF? Institutional investors have sold a total of 3,224,181 shares in the last 24 months. This volume of shares sold represents approximately $88.85M in transactions. Related Companies VSS Institutional Ownership AVDV Institutional Ownership DFAS Institutional Ownership IJS Institutional Ownership IJT Institutional Ownership SCZ Institutional Ownership IWN Institutional Ownership SPSM Institutional Ownership IWO Institutional Ownership DFSV Institutional Ownership This page (NYSEARCA:FNDA) was last updated on 6/12/2025 by MarketBeat.com Staff From Our PartnersTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredTrump wipes out trillions overnight…Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...Porter & Company | SponsoredGold is soaring. Here’s how to get paid from itGold just broke through $3,300… And while the headlines shout about price targets, something even more powe...Investors Alley | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredBanks aren’t ready for this altcoin—are you?While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...Crypto 101 Media | Sponsored[No Brainer Gold Play]: “Show me a better investment.”A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...Golden Portfolio | SponsoredGet Ready for Elon Musk’s BIGGEST Comeback YetTesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | SponsoredAn AI run of epic proportions is only getting startedI just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Schwab Fundamental U.S. Small Company ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Schwab Fundamental U.S. Small Company ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
