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

Schwab Fundamental U.S. Small Company Index ETF logo
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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)
365
Total
Institutional Inflows
(last 12 months)
$3.88B
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$35.58M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Cerity Partners LLC901,689$24.70M0.0%-1.1%0.301%
4/30/2025Alps Advisors Inc.619,058$16.96M0.1%+1.0%0.207%
4/30/2025Allworth Financial LP7,681$202K0.0%+38.1%0.003%
4/30/2025Leavell Investment Management Inc.36,112$989K0.0%-6.6%0.012%
4/30/2025Harbour Investment Management LLC12,400$340K0.2%-63.1%0.004%
4/30/2025Crossmark Global Holdings Inc.24,366$667K0.0%N/A0.008%
4/29/2025 Fairway Wealth LLC2,636$72K0.0%N/A0.001%
4/29/2025 Liberty Square Wealth Partners LLC128,152$3.51M1.3%+19.4%0.043%
4/29/2025 Callan Capital LLC830,053$22.74M1.7%+24.0%0.278%
4/29/2025 Envestnet Asset Management Inc.53,615$1.47M0.0%-7.2%0.018%
4/29/2025 Capital Investment Advisory Services LLC18,076$495K0.0%+3.8%0.006%
4/29/2025 Silver Oak Securities Incorporated29,191$798K0.1%+1.3%0.010%
4/28/2025 Bellevue Asset Management LLC6,768$185K0.1%+18.9%0.002%
4/28/2025 Mutual Advisors LLC26,784$701K0.0%+10.9%0.009%
4/28/2025 Resonant Capital Advisors LLC879,404$24.09M1.7%+2.2%0.294%
4/28/2025 Sebold Capital Management Inc.157,986$4.33M2.8%+5.0%0.053%
4/25/2025 New Millennium Group LLC115,390$3.16M2.1%+5.1%0.037%
4/25/2025 Smith Salley Wealth Management7,910$217K0.0%-6.3%0.003%
4/25/2025 Prairiewood Capital LLC1,568,178$42.95M17.5%+8.1%0.503%
4/25/2025 Red Door Wealth Management LLC11,508$315K0.0%-35.4%0.004%
4/25/2025 Washington Trust Advisors Inc.25,372$695K0.1%-11.1%0.008%
4/25/2025 Waterfront Wealth Inc.61,509$1.69M0.4%+4.0%0.020%
4/25/2025 Root Financial Partners LLC12,806$351K0.0%+72.5%0.004%
4/24/2025 Cambridge Advisors Inc.53,834$1.48M0.3%-1.2%0.017%
4/24/2025 J. L. Bainbridge & Co. Inc.17,836$489K0.0%-5.3%0.006%
4/24/2025 Bordeaux Wealth Advisors LLC8,372$229K0.0%+14.6%0.003%
4/24/2025 Shore Point Advisors LLC397,489$10.89M5.8%+8.1%0.128%
4/24/2025 Lafayette Investments Inc.12,551$344K0.1%+3.3%0.004%
4/24/2025 Reston Wealth Management LLC142,374$3.90M1.6%+7.1%0.046%
4/24/2025 Bartlett & CO. Wealth Management LLC22,426$614K0.0%+2,207.2%0.007%
4/23/2025 Sequoia Financial Advisors LLC63,541$1.74M0.0%+13.7%0.020%
4/23/2025 First Pacific Financial833,479$22.83M4.6%+1.8%0.268%
4/23/2025 Symphony Financial Ltd. Co.18,344$524K0.3%+100.0%0.006%
4/23/2025 Johnson Bixby & Associates LLC247,450$6.78M1.0%-33.1%0.079%
4/23/2025 Guardian Financial Partners LLC31,779$870K0.4%+20.0%0.010%
4/23/2025 EQ Wealth Advisors LLC60,501$1.66M1.2%-5.7%0.019%
4/23/2025 Continuum Advisory LLC2,641$72K0.0%+190.5%0.001%
4/22/2025 Cambridge Investment Research Advisors Inc.65,824$1.80M0.0%+3.8%0.021%
4/22/2025 Tandem Capital Management Corp ADV19,050$522K0.3%-13.1%0.006%
4/22/2025 Appleton Partners Inc. MA13,103$359K0.0%-28.8%0.004%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (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 May 1st funding window clos
4/21/2025 Johnson Investment Counsel Inc.15,344$420K0.0%+29.8%0.005%
4/21/2025 CWA Asset Management Group LLC13,231$362K0.0%N/A0.004%
4/21/2025 Warner Financial Inc.17,818$488K0.2%+4.6%0.006%
4/18/2025 Clarius Group LLC1,882,471$51.56M3.2%-5.6%0.604%
4/18/2025 GSB Wealth Management LLC288,368$7.90M2.1%+27.6%0.093%
4/17/2025 Vicus Capital45,459$1.25M0.1%-19.3%0.015%
4/17/2025 QRG Capital Management Inc.8,452$232K0.0%N/A0.003%
4/17/2025 Janney Montgomery Scott LLC31,784$871K0.0%+3.6%0.010%
4/17/2025 Sound Income Strategies LLC5,360$147K0.0%+29.5%0.002%
4/17/2025 Foster Victor Wealth Advisors LLC8,121$204K0.0%-14.5%0.003%
4/17/2025 Dynamic Advisor Solutions LLC15,481$424K0.0%N/A0.005%
4/16/2025 Wealth Enhancement Advisory Services LLC209,269$5.73M0.0%-12.2%0.067%
4/16/2025 Bernard Wealth Management Corp.1,210$33K0.0%N/A0.000%
4/16/2025 Goldstone Financial Group LLC442,411$12.12M1.8%+5.5%0.142%
4/16/2025 Steele Capital Management Inc.2,086,321$57.14M3.0%+1.1%0.670%
4/16/2025 CVA Family Office LLC25,706$704K0.1%-9.7%0.008%
4/16/2025 Salem Investment Counselors Inc.2,218$61K0.0%+250.9%0.001%
4/16/2025 Sound Stewardship LLC272,702$7.47M4.3%+0.2%0.088%
4/15/2025 Magnolia Private Wealth LLC13,706$375K0.2%-24.9%0.004%
4/15/2025 Alpha Omega Wealth Management LLC58,810$1.61M0.3%+5.2%0.019%
4/15/2025 Focus Financial Network Inc.22,936$628K0.0%+3.5%0.007%
4/15/2025 Sonora Investment Management Group LLC8,602$236K0.0%-5.3%0.003%
4/14/2025 Bruce G. Allen Investments LLC19,122$524K0.4%+4.5%0.006%
4/14/2025 Farther Finance Advisors LLC19,527$537K0.0%-2.6%0.006%
4/14/2025 Capital Investment Advisors LLC12,211$334K0.0%+56.1%0.004%
4/14/2025 BCS Wealth Management22,939$628K0.2%+10.1%0.007%
4/14/2025 Revolve Wealth Partners LLC9,230$253K0.0%+6.9%0.003%
4/14/2025 Wedmont Private Capital15,721$395K0.0%+27.7%0.005%
4/14/2025 Gemmer Asset Management LLC607,870$16.65M1.7%+3.8%0.195%
4/11/2025 Verum Partners LLC163,308$4.47M1.2%-9.8%0.052%
4/10/2025 Breakwater Capital Group16,721$458K0.1%N/A0.005%
4/10/2025 Charles Schwab Trust Co389,817$10.68M0.9%+5.0%0.125%
4/10/2025 McGrath & Associates Inc.88,618$2.43M4.4%-1.9%0.028%
4/10/2025 CGN Advisors LLC34,732$951K0.1%-7.5%0.011%
4/9/2025 HBW Advisory Services LLC58,587$1.61M0.2%+6.9%0.019%
4/9/2025 ST Germain D J Co. Inc.2,014$55K0.0%N/A0.001%
4/9/2025 Lbmc Investment Advisors LLC21,854$599K0.0%-18.0%0.007%
4/9/2025 Arlington Financial Advisors LLC286,598$7.85M1.4%-3.9%0.092%
4/9/2025 Moller Wealth Partners1,114,261$30.52M7.5%+11.4%0.358%
4/9/2025 Kaizen Financial Strategies55,113$1.51M0.9%-2.9%0.018%
4/8/2025 Founders Capital Management72,479$1.99M1.3%+0.9%0.023%
4/8/2025 Parallel Advisors LLC12,885$353K0.0%+8.3%0.004%
4/7/2025 AdvisorNet Financial Inc11,957$328K0.0%-44.0%0.004%
4/3/2025 Collective Family Office LLC454,491$12.45M3.4%+4.0%0.146%
3/17/2025 Wealth Enhancement Advisory Services LLC238,301$7.08M0.0%+114.7%0.076%
2/28/2025Brooklyn FI LLC22,218$729K0.1%N/A0.015%
2/25/2025 Integrated Advisors Network LLC7,480$222K0.0%+100.1%0.005%
2/24/2025Wilkins Miller Wealth Management LLC8,197$243K0.3%N/A0.006%
2/24/2025 Liberty Square Wealth Partners LLC107,321$3.24M1.2%N/A0.073%
2/24/2025Great Valley Advisor Group Inc.131,819$3.92M0.1%+354.8%0.090%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (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 May 1st funding window clos
2/18/202510Elms LLP17,264$513K0.5%N/A0.012%
2/18/2025Focus Partners Advisor Solutions LLC86,863$2.58M0.0%+9.3%0.059%
2/18/2025 Continuum Advisory LLC909$27K0.0%+140.5%0.001%
2/17/2025Waverly Advisors LLC249,823$7.42M0.1%+123.4%0.170%
2/17/2025Windsor Advisory Group LLC2,970$88K0.1%N/A0.002%
2/17/2025Quadcap Wealth Management LLC20,558$611K0.1%+100.0%0.014%
2/17/2025Quantinno Capital Management LP9,385$279K0.0%N/A0.006%
2/17/2025 Kaizen Financial Strategies56,788$1.69M1.0%+105.9%0.039%
2/17/2025Greenline Partners LLC2,412$72K0.0%N/A0.002%
2/17/2025Focus Partners Wealth116,654$3.47M0.0%+222.4%0.079%
(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, 431 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. ($5.92B), Charles Schwab Investment Advisory Inc. ($5.47B), Waddell & Associates LLC ($77.10M), 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 416 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. ($101.54M), Charles Schwab Investment Advisory Inc. ($8.27M), SageView Advisory Group LLC ($2.95M), Steele Capital Management Inc. ($2.09M), Waddell & Associates LLC ($1.38M), 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 143,194,655 shares in the last 24 months. This purchase volume represents approximately $4.20B in transactions.

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

Of the 147 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 ($227.47K), Kathmere Capital Management LLC ($184.05K), Orion Portfolio Solutions LLC ($160.72K), SageView Advisory Group LLC ($141.38K), Clarius Group LLC ($138.99K), Johnson Bixby & Associates LLC ($122.69K), and Hilltop Partners LLC ($121.20K).

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

Institutional investors have sold a total of 2,467,463 shares in the last 24 months. This volume of shares sold represents approximately $67.90M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 5/1/2025 by MarketBeat.com Staff
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