Schwab Fundamental U.S. Small Company Index ETF (FNDA) Institutional Ownership $27.40 -0.79 (-2.80%) Closing price 05/21/2025 04:10 PM EasternExtended Trading$27.40 +0.00 (+0.00%) As of 04:00 AM 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. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)Number ofInstitutional Buyers(last 12 months)380TotalInstitutional Inflows(last 12 months)$3.78BNumber ofInstitutional Sellers(last 12 months)108TotalInstitutional Outflows(last 12 months)$54.77M Get FNDA Insider Trade Alerts Want to know when executives and insiders are buying or selling Schwab Fundamental U.S. Small Company Index ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data FNDA Institutional Buying and Selling by Quarter Schwab Fundamental U.S. Small Company Index ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025McAdam 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 Index 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% Washington Is Broke—and Eyeing Your Savings Next (Ad)Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.Get your free guide now by clicking here >>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% Is President Trump Lying To You With This? (Ad)President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to protect your 401(k), IRA, or pension from market chaos and currency collapse? The 2025 Wealth Protection Guide reveals a legal IRS strategy that may let you keep more of your retirement—regardless of what happens next. Trump’s warning was real. So is this opportunity.Protect your IRA—Trump’s warning was real5/1/2025 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 Index 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 Index ETF stock? Of the 425 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 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 Index ETF? Institutional investors have bought a total of 144,770,682 shares in the last 24 months. This purchase volume represents approximately $4.24B in transactions. Which Schwab Fundamental U.S. Small Company Index ETF major shareholders have been selling company stock? Of the 156 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: 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 Index 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. 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