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

Schwab Fundamental U.S. Small Company ETF logo
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Closing price 07/2/2025 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)
379
Total
Institutional Inflows
(last 12 months)
$3.78B
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$54.23M
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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
7/2/2025HBW Advisory Services LLC59,376$1.70M0.2%+1.3%0.020%
6/27/2025Goldman Sachs Group Inc.10,006$274K0.0%N/A0.003%
5/21/2025McAdam 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%
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%
5/14/2025CW Advisors LLC38,462$1.06M0.0%N/A0.013%
5/14/2025Capital Analysts LLC3,844$105K0.0%-35.8%0.001%
5/14/2025Colonial Trust Advisors7,710$211K0.0%N/A0.003%
5/13/2025Freestone Capital Holdings LLC13,386$367K0.0%+4.4%0.004%
5/13/2025Ethos Financial Group LLC55,081$1.51M0.1%N/A0.018%
5/13/2025Raymond James Financial Inc.117,291$3.21M0.0%+21.4%0.039%
5/13/2025NFP Retirement Inc.293,035$8.03M0.6%+2.9%0.098%
5/13/2025HighTower Advisors LLC150,751$4.13M0.0%+3.2%0.050%
5/12/2025Independent Advisor Alliance10,448$286K0.0%-12.6%0.003%
5/12/2025True North Advisors LLC39,484$1.08M0.2%N/A0.013%
5/12/2025Townsquare Capital LLC10,076$276K0.0%N/A0.003%
5/12/2025Savvy Advisors Inc.11,621$318K0.0%+8.4%0.004%
5/12/2025AlphaCore Capital LLC3,508$96K0.0%N/A0.001%
5/12/2025Ironwood Investment Counsel LLC1,245,013$34.10M5.9%+26.3%0.416%
5/9/2025Roof Eidam Maycock Peralta LLC139,369$3.82M1.0%+1.0%0.047%
5/9/2025Charles Schwab Investment Management Inc.200,289,288$5.49B1.0%+0.6%66.964%
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5/9/2025City of London Investment Management Co. Ltd.14,100$386K0.0%N/A0.005%
5/9/2025Exencial Wealth Advisors LLC210,131$5.76M0.2%+1.4%0.070%
5/9/2025PrairieView Partners LLC89,097$2.44M0.3%-0.8%0.030%
5/9/2025Financial Connections Group Inc.13,673$373K0.2%N/A0.005%
5/9/2025Atria Wealth Solutions Inc.76,619$2.10M0.0%+13.5%0.026%
5/9/2025Thoroughbred Financial Services LLC28,487$780K0.0%-2.2%0.010%
5/9/2025Solitude Financial Services969,381$26.55M10.3%-10.0%0.324%
5/9/2025PNC Financial Services Group Inc.6,959$191K0.0%-29.9%0.002%
5/8/2025Mengis Capital Management Inc.13,419$368K0.1%-7.5%0.004%
5/8/2025ProVise Management Group LLC50,074$1.37M0.1%-17.1%0.017%
5/8/2025US Bancorp DE6,000$164K0.0%-36.6%0.002%
5/8/2025Pasadena Private Wealth LLC514,288$14.09M2.7%+5.6%0.172%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,043$878K0.0%+8.9%0.011%
5/8/2025Harbour Investments Inc.18,624$510K0.0%+45.6%0.006%
5/8/2025HHM Wealth Advisors LLC89,350$2.45M0.3%+4.6%0.030%
5/8/2025Foster & Motley Inc.474,758$13.00M0.8%+1.2%0.159%
5/8/2025NorthRock Partners LLC26,986$739K0.0%+9,402.1%0.009%
5/8/2025Modera Wealth Management LLC19,155$525K0.0%-5.3%0.006%
5/8/2025Cutler Investment Counsel LLC59,838$1.64M0.2%-0.7%0.020%
5/8/2025Cozad Asset Management Inc.9,961$273K0.0%-19.8%0.003%
5/7/2025Your Advocates Ltd. LLP194,871$5.34M2.0%+3.4%0.065%
5/7/2025Foundations Investment Advisors LLC111,347$3.05M0.1%+9.0%0.037%
5/7/2025Horan Capital Advisors LLC.261,153$7.15M2.4%+1.4%0.087%
5/7/2025LPL Financial LLC396,466$10.86M0.0%+9.7%0.133%
5/7/2025Waddell & Associates LLC2,636,391$72.21M8.8%+1.6%0.881%
5/7/2025Wealth Forward LLC620,943$17.01M12.1%-0.5%0.208%
5/7/2025HB Wealth Management LLC47,824$1.31M0.0%+358.6%0.016%
5/7/2025Trilogy Capital Inc.774,306$21.21M1.1%-40.3%0.259%
5/6/2025Cetera Investment Advisers107,948$2.96M0.0%+19.7%0.036%
5/6/2025Avantax Advisory Services Inc.58,269$1.60M0.0%+7.4%0.019%
5/6/2025Tempus Wealth Planning LLC15,817$433K0.1%+3.5%0.005%
5/6/2025Opes Wealth Management LLC267,739$7.33M1.5%+13.3%0.090%
5/6/2025AE Wealth Management LLC4,266$117K0.0%-15.5%0.001%
5/6/2025Accredited Investors Inc.846,162$23.18M1.4%+7.4%0.283%
5/6/2025Riverpoint Wealth Management Holdings LLC1,068,884$29.28M7.6%+2.7%0.357%
5/6/2025PFG Advisors15,679$429K0.0%+14.5%0.005%
5/5/2025OneAscent Wealth Management LLC11,954$327K0.1%-12.1%0.004%
5/5/2025Horizon Investment Services LLC11,266$309K0.2%-61.6%0.004%
5/5/2025IFP Advisors Inc61,671$1.69M0.1%+6.7%0.021%
5/5/2025Private Advisor Group LLC165,045$4.52M0.0%-23.0%0.055%
5/5/2025JMG Financial Group Ltd.22,678$621K0.0%+18.6%0.008%
5/5/2025Jackson Creek Investment Advisors LLC28,054$768K0.2%+2.9%0.009%
5/5/2025Riverchase Wealth Management LLC17,153$470K0.3%-9.2%0.006%
5/2/2025Forte Capital LLC ADV250,843$6.87M0.8%+0.6%0.084%
5/2/2025Bailard Inc.18,712$513K0.0%N/A0.006%
5/2/2025DDD Partners LLC39,559$1.08M0.1%+2.5%0.013%
5/2/2025Larson Financial Group LLC11,282$309K0.0%-29.1%0.004%
5/2/2025Wealthfront Advisers LLC34,929$957K0.0%+24.2%0.012%
5/2/2025Boyce & Associates Wealth Consulting Inc.11,811$323K0.3%-14.2%0.004%
5/2/2025Apollon Wealth Management LLC90,178$2.47M0.1%-11.6%0.030%
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5/2/2025Signaturefd LLC4,764$130K0.0%-44.0%0.002%
5/1/2025Asset Dedication LLC34,656$949K0.1%-4.9%0.012%
5/1/2025CWM LLC8,847$242K0.0%-5.1%0.003%
5/1/2025Westmount Partners LLC40,579$1.11M0.3%N/A0.014%
5/1/2025Stephens Inc. AR20,994$575K0.0%+14.0%0.007%
5/1/2025Kathmere Capital Management LLC206,878$5.67M0.5%+4.6%0.069%
5/1/2025Austin Wealth Management LLC134,230$3.52M0.7%-7.4%0.045%
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%
(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 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 425 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), 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 127,731,787 shares in the last 24 months. This purchase volume represents approximately $3.78B in transactions.

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

Of the 108 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 ($173.45K), Clarius Group LLC ($138.99K), Johnson Bixby & Associates LLC ($122.69K), Sanctuary Advisors LLC ($115.03K), Solitude Financial Services ($107.30K), and Dechtman Wealth Management LLC ($72.61K).

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

Institutional investors have sold a total of 1,943,844 shares in the last 24 months. This volume of shares sold represents approximately $54.23M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 7/3/2025 by MarketBeat.com Staff
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