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

Schwab Fundamental U.S. Small Company ETF logo
$31.43 +0.16 (+0.51%)
Closing price 10/3/2025 04:10 PM Eastern
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$31.55 +0.12 (+0.38%)
As of 10/3/2025 06:28 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)
399
Total
Institutional Inflows
(last 12 months)
$3.84B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$677.71M
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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
9/26/2025Corient Private Wealth LLC44,073$1.26M0.0%-2.5%0.015%
9/4/2025Osaic Holdings Inc.748,301$21.44M0.0%-36.8%0.260%
8/27/2025Orion Porfolio Solutions LLC75,803$2.17M0.0%+6.5%0.026%
8/26/2025Thrivent Financial for Lutherans29,947$858K0.0%-96.2%0.010%
8/25/2025Hilltop Partners LLC129,366$3.71M1.1%+11.4%0.045%
8/22/2025TT Capital Management LLC32,364$878K0.3%N/A0.011%
8/18/2025Geneos Wealth Management Inc.4,174$120K0.0%+44.8%0.001%
8/18/2025Front Row Advisors LLC2,960$85K0.0%-14.9%0.001%
8/15/2025Tower Research Capital LLC TRC 59,577$1.71M0.0%+18.1%0.021%
8/15/2025Asset Allocation Strategies LLC71,935$2.06M0.4%+12.8%0.025%
8/15/2025Corient Private Wealth LLC88,146$2.53M0.0%+94.9%0.031%
8/15/2025Captrust Financial Advisors99,492$2.85M0.0%+1.3%0.035%
8/15/2025Two Sigma Securities LLC17,676$506K0.1%N/A0.006%
8/15/2025Orion Porfolio Solutions LLC32,037$918K0.0%-55.0%0.011%
8/15/2025MML Investors Services LLC54,761$1.57M0.0%-20.4%0.019%
8/15/2025Great Valley Advisor Group Inc.352,319$10.09M0.2%-29.4%0.123%
8/15/2025EP Wealth Advisors LLC36,772$1.05M0.0%-5.4%0.013%
8/15/2025Curi Capital LLC13,399$384K0.0%N/A0.005%
8/15/2025Bank of America Corp DE786,190$22.52M0.0%-0.7%0.274%
8/15/2025Ameriprise Financial Inc.1,172,144$33.73M0.0%+0.1%0.408%
8/14/2025Jane Street Group LLC21,418$614K0.0%N/A0.007%
8/14/2025Raymond James Financial Inc.120,064$3.44M0.0%+2.4%0.042%
8/14/2025Quantinno Capital Management LP25,792$739K0.0%+142.2%0.009%
8/14/2025HUB Investment Partners LLC20,263$581K0.0%+104.4%0.007%
8/14/2025Main Street Financial Solutions LLC52,094$1.49M0.1%-48.3%0.018%
8/14/2025NewEdge Advisors LLC5,556$159K0.0%+26.2%0.002%
8/14/2025Cerity Partners LLC869,828$24.92M0.0%-3.5%0.302%
8/13/2025Seven Springs Wealth Group LLC423,608$12.14M3.0%+11.5%0.147%
8/13/2025Flow Traders U.S. LLC127,009$3.64M0.1%N/A0.044%
8/13/2025SageView Advisory Group LLC45,369$1.36M0.1%-2.0%0.016%
8/13/2025Baird Financial Group Inc.14,407$413K0.0%-66.1%0.005%
8/13/2025EverSource Wealth Advisors LLC11,058$317K0.0%N/A0.004%
8/13/2025CW Advisors LLC37,345$1.07M0.0%-2.9%0.013%
8/13/2025Beacon Pointe Advisors LLC25,633$734K0.0%-6.4%0.009%
8/13/2025Fisher Asset Management LLC8,254$236K0.0%-19.9%0.003%
8/13/2025Lido Advisors LLC62,796$1.80M0.0%+12.3%0.022%
8/13/2025Northwestern Mutual Wealth Management Co.462,818$13.26M0.0%+9.4%0.160%
8/12/2025J.W. Cole Advisors Inc.9,662$277K0.0%-16.7%0.003%
8/12/2025Global Retirement Partners LLC7,643$219K0.0%N/A0.003%
8/12/2025Charles Schwab Investment Management Inc.180,780,879$5.18B0.9%-9.7%62.684%
8/12/2025Cozad Asset Management Inc.12,421$356K0.0%+24.7%0.004%
8/12/2025AlphaCore Capital LLC897,565$25.72M1.0%+25,486.2%0.311%
8/12/2025MAI Capital Management321,995$9.23M0.1%-4.5%0.112%
8/12/2025JPMorgan Chase & Co.146,341$4.19M0.0%+26.1%0.051%
8/12/2025Howe & Rusling Inc.12,148$348K0.0%+80.9%0.004%
8/12/2025NFP Retirement Inc.290,508$8.32M0.5%-0.9%0.101%
8/11/2025Traub Capital Management LLC101,698$2.91M2.7%N/A0.035%
8/11/2025HHM Wealth Advisors LLC89,850$2.57M0.3%+0.6%0.031%
8/11/2025Pin Oak Investment Advisors Inc.1,596$43K0.0%N/A0.001%
8/11/2025Pinnacle Wealth Planning Services Inc.34,534$989K0.1%N/A0.012%
8/11/2025Bell Investment Advisors Inc667,044$19.11M3.3%-8.0%0.231%
8/8/2025Avantax Advisory Services Inc.73,130$2.10M0.0%+25.5%0.025%
8/8/2025Cetera Investment Advisers111,896$3.21M0.0%+3.7%0.039%
8/8/2025Thoroughbred Financial Services LLC26,902$770K0.1%-5.6%0.009%
8/8/2025Empower Advisory Group LLC11,047$316K0.0%N/A0.004%
8/8/2025Foundations Investment Advisors LLC127,621$3.66M0.1%+14.6%0.044%
8/8/2025Your Advocates Ltd. LLP202,920$5.81M2.1%+4.1%0.070%
8/8/2025Kaizen Financial Strategies54,470$1.56M0.8%-1.2%0.019%
8/8/2025Austin Wealth Management LLC61,177$1.79M0.3%-54.4%0.021%
8/8/2025Bailard Inc.16,312$467K0.0%-12.8%0.006%
8/8/2025Accredited Investors Inc.800,006$22.92M1.4%-5.5%0.277%
8/8/2025PNC Financial Services Group Inc.6,117$175K0.0%-12.1%0.002%
8/8/2025Ironwood Investment Counsel LLC1,179,447$33.79M5.0%-5.3%0.409%
8/7/2025Wealth Forward LLC615,203$17.63M11.8%-0.9%0.213%
8/7/2025Cahill Financial Advisors Inc.40,621$1.16M0.1%+2.7%0.014%
8/7/2025Allworth Financial LP5,777$166K0.0%-24.8%0.002%
8/7/2025Midwest Trust Co8,328$239K0.0%N/A0.003%
8/7/2025Brio Consultants LLC40,060$1.15M0.2%N/A0.014%
8/6/2025AE Wealth Management LLC3,542$101K0.0%-17.0%0.001%
8/6/2025KCM Investment Advisors LLC10,661$305K0.0%N/A0.004%
8/6/2025Reston Wealth Management LLC170,841$4.90M1.7%+20.0%0.059%
8/6/2025Savant Capital LLC201,860$5.78M0.0%-4.5%0.070%
8/6/2025OneAscent Wealth Management LLC9,554$274K0.1%-20.1%0.003%
8/6/2025Horizon Investment Services LLC7,674$220K0.1%-31.9%0.003%
8/6/2025HORAN Wealth LLC266,374$7.63M2.3%N/A0.092%
8/6/2025Horan Securities Inc.17,257$494K0.2%+2.8%0.006%
8/6/2025Ethos Financial Group LLC58,061$1.66M0.1%+5.4%0.020%
8/6/2025Atlantic Union Bankshares Corp1,216$35K0.0%N/A0.000%
8/6/2025Entrewealth LLC11,816$339K0.2%-45.3%0.004%
8/6/2025New Millennium Group LLC119,566$3.43M1.9%+3.6%0.041%
8/5/2025Freestone Capital Holdings LLC9,392$269K0.0%-29.8%0.003%
8/5/2025Bank of Montreal Can20,598$590K0.0%+9.9%0.007%
8/5/2025Mission Wealth Management LP7,353$211K0.0%N/A0.003%
8/5/2025Sebold Capital Management Inc.162,144$4.65M2.9%+2.6%0.056%
8/4/2025Integrity Alliance LLC.121,643$3.49M0.2%+2.5%0.042%
8/4/2025Savvy Advisors Inc.15,860$454K0.0%+36.5%0.005%
8/4/2025Assetmark Inc.2,078$60K0.0%+82.3%0.001%
8/4/2025Waterfront Wealth Inc.78,344$2.25M0.5%+27.4%0.027%
8/1/2025Cedar Point Capital Partners LLC43,630$1.25M0.9%+6.4%0.015%
8/1/2025Austin Private Wealth LLC23,333$668K0.1%-7.6%0.008%
8/1/2025Clark Asset Management LLC12,589$361K0.0%N/A0.004%
8/1/2025SYM FINANCIAL Corp1,268$36K0.0%N/A0.000%
8/1/2025Y Intercept Hong Kong Ltd20,141$577K0.0%N/A0.007%
8/1/2025Pasadena Private Wealth LLC276,090$7.91M1.4%-46.3%0.096%
8/1/2025Envestnet Asset Management Inc.56,447$1.62M0.0%+5.3%0.020%
7/31/2025Wealthfront Advisers LLC25,121$720K0.0%-28.1%0.009%
7/31/2025Resonant Capital Advisors LLC890,652$25.52M1.6%+1.3%0.310%
7/31/2025Cabot Wealth Management Inc.152,165$4.36M0.5%+4.0%0.053%
7/31/2025Brighton Jones LLC13,754$394K0.0%+7.6%0.005%
7/31/2025Leavell Investment Management Inc.32,602$934K0.0%-9.7%0.011%
(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, 451 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Small Company ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($5.47B), Charles Schwab Investment Management Inc. ($5.18B), Waddell & Associates LLC ($72.21M), Steele Capital Management Inc. ($57.14M), Clarius Group LLC ($53.17M), Prairiewood Capital LLC ($50.30M), and Moller Wealth Partners ($36.76M).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 440 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. ($5.63M), SageView Advisory Group LLC ($2.94M), 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 129,762,661 shares in the last 24 months. This purchase volume represents approximately $3.84B in transactions.

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

Of the 134 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: Charles Schwab Investment Management Inc. ($19.51M), Thrivent Financial for Lutherans ($753.63K), Trilogy Capital Inc. ($523.12K), Osaic Holdings Inc. ($435.47K), Pasadena Private Wealth LLC ($238.20K), Clarius Group LLC ($147.16K), and Great Valley Advisor Group Inc. ($147.02K).

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

Institutional investors have sold a total of 23,693,428 shares in the last 24 months. This volume of shares sold represents approximately $677.71M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 10/5/2025 by MarketBeat.com Staff
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