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

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$30.02 +0.20 (+0.67%)
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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)
384
Total
Institutional Inflows
(last 12 months)
$3.80B
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$64.81M
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FNDA Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025NorthRock Partners LLC6,854$196K0.0%-74.6%0.002%
7/25/2025Atria Wealth Solutions Inc.87,555$2.51M0.1%+14.3%0.030%
7/25/2025Sequoia Financial Advisors LLC58,927$1.69M0.0%-7.3%0.020%
7/25/2025Riverpoint Wealth Management Holdings LLC1,106,829$31.71M7.5%+3.5%0.384%
7/25/2025CWM LLC5,637$162K0.0%-36.3%0.002%
7/25/2025Lodestar Private Asset Management LLC15,093$432K0.0%+7.5%0.005%
7/25/2025Johnson Investment Counsel Inc.14,858$426K0.0%-3.2%0.005%
7/25/2025Apollon Wealth Management LLC91,908$2.63M0.1%+1.9%0.032%
7/25/2025PrairieView Partners LLC100,341$2.87M0.3%+12.6%0.035%
7/24/2025 Williams & Novak LLC7,000$201K0.2%N/A0.002%
7/24/2025 Riverchase Wealth Management LLC13,416$384K0.2%-21.8%0.005%
7/24/2025 Mengis Capital Management Inc.12,620$362K0.1%-6.0%0.004%
7/24/2025 IFP Advisors Inc66,874$1.92M0.1%+8.4%0.023%
7/23/2025 Godsey & Gibb Inc.1,924$55K0.0%N/A0.001%
7/23/2025 Solitude Financial Services1,027,320$29.43M10.7%+6.0%0.356%
7/22/2025 Appleton Partners Inc. MA11,968$343K0.0%-8.7%0.004%
7/22/2025 Gemmer Asset Management LLC621,487$17.81M1.6%+2.2%0.215%
7/22/2025 Clarius Group LLC1,855,727$53.17M3.1%-1.4%0.643%
7/21/2025 Pflug Koory LLC1,698$49K0.0%N/A0.001%
7/21/2025 QRG Capital Management Inc.9,269$266K0.0%+9.7%0.003%
7/21/2025 Financial Architects LLC25,825$740K0.4%N/A0.009%
7/21/2025 Ameritas Advisory Services LLC4,477$128K0.0%N/A0.002%
7/21/2025 DHJJ Financial Advisors Ltd.5,460$156K0.1%+38.4%0.002%
7/21/2025 Warner Financial Inc.18,241$523K0.2%+2.4%0.006%
7/21/2025 Red Mountain Financial LLC16,812$482K0.6%-50.9%0.006%
7/18/2025 Vicus Capital63,195$1.81M0.2%+39.0%0.022%
7/18/2025 Founders Capital Management70,936$2.03M1.2%-2.1%0.025%
7/18/2025 First Pacific Financial858,807$24.61M3.6%+3.0%0.298%
7/18/2025 Trilogy Capital Inc.777,637$22.28M1.1%+0.4%0.270%
7/18/2025 Bartlett & CO. Wealth Management LLC972$28K0.0%-95.7%0.000%
7/18/2025 Magnolia Private Wealth LLC12,304$353K0.3%-10.2%0.004%
7/18/2025 Pennsylvania Capital Management Inc. ADV7,390$212K0.1%-48.1%0.003%
7/17/2025 Capital Investment Advisors LLC10,914$313K0.0%-10.6%0.004%
7/17/2025 HB Wealth Management LLC38,483$1.10M0.0%-19.5%0.013%
7/17/2025 Janney Montgomery Scott LLC34,984$1.00M0.0%+10.1%0.012%
7/17/2025 Sound Income Strategies LLC2,516$72K0.0%-53.1%0.001%
7/17/2025 Smith Salley Wealth Management7,510$215K0.0%-5.1%0.003%
7/17/2025 Sonora Investment Management Group LLC7,283$209K0.0%-15.3%0.003%
7/17/2025 Lakewood Asset Management LLC59,567$1.71M1.1%-1.8%0.021%
7/17/2025 Johnson Bixby & Associates LLC242,897$6.96M1.0%-1.8%0.084%
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7/17/2025 Charles Schwab Trust Co351,714$10.08M0.8%-9.8%0.122%
7/17/2025 Tempus Wealth Planning LLC17,020$488K0.1%+7.6%0.006%
7/16/2025 Prairiewood Capital LLC1,755,747$50.30M18.7%+12.0%0.608%
7/16/2025 Townsend Asset Management Corp NC ADV27,578$790K0.3%-5.8%0.010%
7/16/2025 Kathmere Capital Management LLC182,821$5.24M0.4%-11.6%0.063%
7/16/2025 True North Advisors LLC41,982$1.20M0.2%+6.3%0.015%
7/16/2025 Cambridge Advisors Inc.39,892$1.14M0.2%-25.9%0.014%
7/15/2025 McAdam LLC208,607$5.98M0.3%-3.4%0.072%
7/15/2025 Signal Tree Financial Partners LLC143,482$4.11M3.5%N/A0.050%
7/15/2025 Verum Partners LLC133,143$3.82M0.9%-18.5%0.046%
7/15/2025 BCS Wealth Management27,961$801K0.2%+21.9%0.010%
7/15/2025 Boyce & Associates Wealth Consulting Inc.13,360$383K0.4%+13.1%0.005%
7/15/2025 Forte Capital LLC ADV248,496$7.12M0.8%-0.9%0.086%
7/15/2025 GSB Wealth Management LLC310,459$8.90M2.2%+7.7%0.107%
7/15/2025 Alpha Omega Wealth Management LLC60,031$1.72M0.3%+2.1%0.021%
7/14/2025 Hoey Investments Inc.1,504$43K0.0%N/A0.001%
7/14/2025 AdvisorNet Financial Inc5,766$165K0.0%-51.8%0.002%
7/14/2025 Northland Capital Management LLC98,351$2.82M1.7%+15.5%0.034%
7/14/2025 U.S. Capital Wealth Advisors LLC10,157$291K0.0%-12.8%0.004%
7/14/2025 Abound Wealth Management8,443$242K0.1%+64.7%0.003%
7/14/2025 Sound Stewardship LLC293,443$8.41M4.3%+7.6%0.102%
7/14/2025 Sowell Financial Services LLC113,353$3.25M0.1%-0.9%0.039%
7/11/2025 Sprinkle Financial Consultants LLC8,159$234K0.1%-6.3%0.003%
7/11/2025 Capital Advantage Inc.99,372$2.85M0.5%+4.4%0.034%
7/11/2025 Farther Finance Advisors LLC46,989$1.35M0.0%+140.6%0.016%
7/11/2025 SeaCrest Wealth Management LLC10,810$310K0.0%-6.7%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC163,749$4.88M0.0%-21.8%0.057%
7/10/2025 Moller Wealth Partners1,283,119$36.76M8.1%+15.2%0.444%
7/10/2025 Focus Financial Network Inc.26,847$769K0.0%+17.1%0.009%
7/10/2025 Sovran Advisors LLC8,018$237K0.0%-50.2%0.003%
7/9/2025 Breakwater Capital Group66,364$1.90M0.3%+296.9%0.023%
7/9/2025 Shore Point Advisors LLC416,415$11.93M5.7%+4.8%0.144%
7/8/2025 Goldstone Financial Group LLC467,060$13.90M1.8%+5.6%0.162%
7/8/2025 Parallel Advisors LLC13,962$400K0.0%+8.4%0.005%
7/7/2025 Salem Investment Counselors Inc.1,610$46K0.0%-27.4%0.001%
7/3/2025 Collective Family Office LLC325,070$9.31M2.4%-28.5%0.112%
7/2/2025 HBW Advisory Services LLC59,376$1.70M0.2%+1.3%0.020%
6/27/2025Goldman Sachs Group Inc.10,006$274K0.0%N/A0.003%
5/21/2025 McAdam LLC215,839$5.91M0.4%-8.5%0.074%
5/21/2025Geneos Wealth Management Inc.2,882$79K0.0%+31.6%0.001%
5/20/2025Focus Partners Wealth79,374$2.17M0.0%-32.0%0.027%
5/20/2025Integrity Alliance LLC.118,695$3.25M0.1%N/A0.040%
5/19/2025SageView Advisory Group LLC46,277$1.27M0.1%-4.0%0.015%
5/16/2025Bell Investment Advisors Inc725,125$19.86M3.7%-1.2%0.242%
5/16/2025Signature Estate & Investment Advisors LLC26,494$726K0.0%+4.1%0.009%
5/16/2025Goldman Sachs Group Inc.10,006$274K0.0%N/A0.003%
5/16/2025Jones Financial Companies Lllp51,947$1.39M0.0%+349.9%0.017%
5/16/2025Greenline Partners LLC4,692$129K0.0%+94.5%0.002%
5/16/2025AQR Capital Management LLC25,941$711K0.0%N/A0.009%
5/16/2025AlTi Global Inc.14,219$389K0.0%-12.5%0.005%
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5/16/2025Ancora Advisors LLC3,078$84K0.0%+2,197.0%0.001%
5/15/2025Focus Partners Advisor Solutions LLC199,825$5.47M0.1%+130.0%0.067%
5/15/2025Royal Bank of Canada104,110$2.85M0.0%+58.3%0.035%
5/15/2025MAI Capital Management337,135$9.23M0.1%-1.5%0.113%
5/14/2025Ieq Capital LLC40,263$1.10M0.0%+145.5%0.013%
5/14/2025Entrewealth LLC21,594$591K0.5%+87.4%0.007%
5/14/2025Comerica Bank26,920$737K0.0%-1.4%0.009%
5/14/2025Cedar Point Capital Partners LLC41,010$1.12M0.8%+4.2%0.014%
5/14/2025Smartleaf Asset Management LLC1,219$33K0.0%+4,979.2%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.423,010$11.59M0.0%+11.8%0.141%
(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, 439 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), 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 430 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. ($7.99M), SageView Advisory Group LLC ($2.95M), 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 128,362,004 shares in the last 24 months. This purchase volume represents approximately $3.80B in transactions.

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

Of the 121 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: Trilogy Capital Inc. ($523.12K), Kathmere Capital Management LLC ($197.50K), Clarius Group LLC ($147.16K), Collective Family Office LLC ($129.42K), Johnson Bixby & Associates LLC ($127.24K), Sanctuary Advisors LLC ($115.03K), and Solitude Financial Services ($107.30K).

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

Institutional investors have sold a total of 2,310,109 shares in the last 24 months. This volume of shares sold represents approximately $64.81M in transactions.



This page (NYSEARCA:FNDA) was last updated on 7/25/2025 by MarketBeat.com Staff
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