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

Schwab Fundamental U.S. Small Company ETF logo
$35.83 +0.51 (+1.44%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA)

Number of
Institutional Buyers
(last 12 months)
291
Total
Institutional Inflows
(last 12 months)
$370.01M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$804.13M
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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 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.3,396$110K0.0%-16.0%0.001%
5/5/2026Ethos Financial Group LLC25,948$820K0.1%-10.8%0.009%
5/5/2026Sanctuary Advisors LLC64,923$2.11M0.0%+4.5%0.023%
5/4/2026 Riverpoint Wealth Management Holdings LLC1,157,772$37.55M8.0%+1.3%0.404%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management31,535$1.02M0.0%-13.4%0.011%
5/1/2026 Kaizen Financial Strategies57,105$1.98M0.9%+13.9%0.020%
5/1/2026 Fifth Third Bancorp26,604$863K0.0%+476.8%0.009%
5/1/2026 EQ Wealth Advisors LLC70,048$2.27M1.3%-4.9%0.024%
5/1/2026 Sequoia Financial Advisors LLC60,983$1.98M0.0%+9.7%0.021%
5/1/2026 KLCM Advisors Inc.6,743$219K0.0%-6.5%0.002%
4/30/2026 Accredited Investors Inc.283,533$9.20M0.5%-4.8%0.099%
4/30/2026 Waterfront Wealth Inc.113,071$3.67M0.7%+26.1%0.039%
4/30/2026 Kestra Advisory Services LLC24,423$792K0.0%+130.0%0.009%
4/30/2026 Your Advocates Ltd. LLP210,457$6.83M2.1%+3.4%0.073%
4/29/2026 Axxcess Wealth Management LLC20,794$674K0.0%-8.1%0.007%
4/29/2026 Flatrock Wealth Partners LLC51,437$1.67M0.8%N/A0.018%
4/29/2026 Nicholas Hoffman & Company LLC.17,906$581K0.0%+107.7%0.006%
4/29/2026 Resonant Capital Advisors LLC771,733$25.03M1.3%-16.2%0.269%
4/28/2026 Red Mountain Financial LLC33,532$1.09M1.0%-6.2%0.012%
4/28/2026 Meridian Investment Counsel Inc.70,428$2.28M0.5%+3.3%0.025%
4/28/2026 Kathmere Capital Management LLC161,759$5.25M0.3%-3.3%0.056%
4/28/2026 Ascentis Independent Advisors6,740$219K0.0%N/A0.002%
4/28/2026 Stephens Inc. AR26,615$863K0.0%+12.5%0.009%
4/28/2026 Howe & Rusling Inc.7,230$234K0.0%-17.6%0.003%
4/28/2026 QRG Capital Management Inc.81,335$2.64M0.0%-3.2%0.028%
4/27/2026 HB Wealth Management LLC31,044$1.01M0.0%-14.1%0.011%
4/27/2026 Kelman Lazarov Inc.68,219$2.21M0.3%-1.7%0.024%
4/27/2026 Lodestar Private Asset Management LLC19,239$624K0.1%+23.5%0.007%
4/27/2026 Argos Wealth Advisors LLC78,909$2.56M0.7%+4.0%0.028%
4/27/2026 Private Advisor Group LLC171,605$5.57M0.0%+1.3%0.060%
4/27/2026 Y Intercept Hong Kong Ltd23,901$775K0.0%N/A0.008%
4/24/2026 Root Financial Partners LLC14,385$467K0.0%-8.8%0.005%
4/24/2026 Williams Financial LLC54,917$1.78M1.0%-2.8%0.019%
4/24/2026 First Pacific Financial879,957$28.54M3.7%-1.4%0.307%
4/23/2026 Traub Capital Management LLC105,388$3.42M3.4%+2.1%0.037%
4/23/2026 Asset Allocation Strategies LLC86,235$2.80M0.5%+1.9%0.030%
4/23/2026 Apollon Wealth Management LLC77,186$2.50M0.0%+27.1%0.027%
4/23/2026 Pasadena Private Wealth LLC211,419$6.86M0.9%-9.3%0.074%
4/23/2026 Vicus Capital49,026$1.59M0.1%-1.6%0.017%
4/22/2026 Janney Montgomery Scott LLC33,100$1.07M0.0%-4.3%0.012%
4/22/2026 Cornerstone Wealth Group LLC13,033$460K0.0%N/A0.005%
4/22/2026 Trilogy Capital Inc.620,689$20.13M0.9%-15.8%0.216%
4/21/2026 Financial Architects LLC39,545$1.28M0.7%+40.1%0.014%
4/21/2026 Falcon Wealth Planning6,833$222K0.0%N/A0.002%
4/21/2026 Grey Ledge Advisors LLC328,713$10.66M2.4%-0.9%0.115%
4/21/2026 Foster & Motley Inc.471,947$15.31M0.8%-1.8%0.165%
4/21/2026 Silver Oak Securities Incorporated43,429$1.41M0.1%-2.2%0.015%
4/20/2026 Breakwater Capital Group81,891$2.66M0.4%+6.7%0.029%
4/20/2026 Factor Wealth Management LTD9,272$301K0.1%-10.6%0.003%
4/18/2026 BCS Wealth Management50,773$1.65M0.3%-39.2%0.018%
4/18/2026 Vermillion Wealth Management Inc.4,936$160K0.1%+12.9%0.002%
4/18/2026 HHM Wealth Advisors LLC93,365$3.03M0.3%-4.0%0.033%
4/17/2026 Krilogy Financial LLC71,878$2.49M0.1%N/A0.025%
4/17/2026 Baker Ellis Asset Management LLC12,252$397K0.0%N/A0.004%
4/17/2026 Bell Investment Advisors Inc447,402$14.51M2.3%-29.6%0.156%
4/17/2026 Johnson Bixby & Associates LLC298,854$9.69M1.2%+39.2%0.104%
4/16/2026 Prairiewood Capital LLC2,053,795$66.61M19.3%+3.2%0.716%
4/16/2026 Solitude Financial Services1,029,893$35.57M10.5%+3.0%0.359%
3/17/2026Rockefeller Capital Management L.P.23,399$737K0.0%+8.2%0.008%
3/16/2026Osbon Capital Management LLC879$28K0.0%N/A0.000%
3/12/2026Nalls Sherbakoff Group LLC20,643$650K0.5%N/A0.007%
3/9/2026Corient Private Wealth LLC101,297$3.19M0.0%+136.9%0.035%
3/4/2026SHP Wealth Management32,202$1.02M0.1%N/A0.011%
2/19/2026BFI Wealth Solutions LLC46,981$1.48M1.4%N/A0.016%
2/19/2026 Axxcess Wealth Management LLC22,639$713K0.0%-4.6%0.008%
2/19/2026Birchwood Financial Partners Inc.47,121$1.49M1.5%N/A0.017%
2/19/2026Corient Private Wealth LLC101,297$3.19M0.0%+136.9%0.035%
2/18/2026Mercer Global Advisors Inc. ADV130,494$4.11M0.0%+40.2%0.046%
2/18/2026Wealthspire Retirement LLC231,418$7.29M0.4%-17.0%0.081%
2/18/2026Beacon Pointe Advisors LLC30,755$969K0.0%+12.5%0.011%
2/18/2026EP Wealth Advisors LLC55,665$1.75M0.0%N/A0.019%
2/18/2026NewEdge Advisors LLC906$29K0.0%-83.7%0.000%
2/18/2026Cahill Financial Advisors Inc.50,982$1.61M0.1%+17.9%0.018%
2/18/2026Tudor Investment Corp ET AL36,845$1.16M0.0%+409.7%0.013%
2/18/2026Millennium Management LLC19,701$621K0.0%N/A0.007%
2/18/2026Main Street Financial Solutions LLC62,094$1.96M0.1%+10.6%0.022%
2/18/2026Engineers Gate Manager LP32,143$1.01M0.0%N/A0.011%
2/17/2026AQR Capital Management LLC59,930$1.89M0.0%+66.4%0.021%
2/17/2026Cetera Investment Advisers203,411$6.41M0.0%+12.1%0.071%
2/17/2026Osaic Holdings Inc.667,024$21.02M0.0%-7.2%0.234%
2/17/2026 Private Advisor Group LLC169,483$5.34M0.0%+1.2%0.059%
2/17/2026Russell Investments Group Ltd.845$27K0.0%+94.3%0.000%
2/17/2026Captrust Financial Advisors108,221$3.41M0.0%+13.3%0.038%
2/17/2026Royal Bank of Canada84,200$2.65M0.0%-67.7%0.029%
2/17/2026 Howe & Rusling Inc.8,776$277K0.0%-9.7%0.003%
2/16/2026 MML Investors Services LLC33,327$1.05M0.0%-26.7%0.012%
2/16/2026Mariner LLC518,355$16.33M0.0%+61.6%0.182%
2/16/2026Focus Partners Wealth168,868$5.32M0.0%+4.7%0.059%
2/16/2026Arax Advisory Partners4,270$135K0.0%N/A0.001%
2/16/2026Bristlecone Value Partners LLC20,190$636K0.7%N/A0.007%
2/16/2026Aptus Capital Advisors LLC4,240$134K0.0%-10.8%0.001%
2/13/2026 Kestra Advisory Services LLC10,618$335K0.0%+3.5%0.004%
2/13/2026Marshall Wace LLP77,784$2.45M0.0%N/A0.027%
2/13/2026 Johnson Investment Counsel Inc.19,996$630K0.0%+27.4%0.007%
2/13/2026 Winter & Associates Inc.191,802$6.04M5.6%N/A0.067%
2/13/2026Stifel Financial Corp28,354$893K0.0%+2.0%0.010%
2/13/2026Smartleaf Asset Management LLC959$31K0.0%+214.4%0.000%
2/13/2026 Creekside Partners11,679$368K0.2%-4.1%0.004%
2/13/2026Charles Schwab Investment Management Inc.179,435,936$5.65B0.9%-0.4%62.839%
2/13/2026Wells Fargo & Company MN2,984$94K0.0%-44.7%0.001%


FNDA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDA shares?

During the previous two years, 485 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. ($5.65B), Charles Schwab Investment Advisory Inc. ($5.47B), Waddell & Associates LLC ($88.98M), Prairiewood Capital LLC ($66.61M), Steele Capital Management Inc. ($64.51M), Clarius Group LLC ($59.55M), and Vantagepoint Investment Advisers LLC ($48.80M).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 471 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), SageView Advisory Group LLC ($2.93M), Charles Schwab Investment Advisory Inc. ($2.41M), Vantagepoint Investment Advisers LLC ($1.57M), Waddell & Associates LLC ($1.54M), Prairiewood Capital LLC ($1.40M), and Steele Capital Management Inc. ($1.23M).

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

Institutional investors have bought a total of 12,364,504 shares in the last 24 months. This purchase volume represents approximately $370.01M in transactions.

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

Of the 185 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. ($20.29M), Thrivent Financial for Lutherans ($753.63K), Trilogy Capital Inc. ($680.07K), Accredited Investors Inc. ($562.63K), Osaic Holdings Inc. ($487.00K), Cerity Partners LLC ($378.74K), and Pasadena Private Wealth LLC ($310.68K).

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

Institutional investors have sold a total of 27,624,576 shares in the last 24 months. This volume of shares sold represents approximately $804.13M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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