Schwab Fundamental U.S. Small Company ETF (FNDA) Institutional Ownership $35.70 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA)Number ofInstitutional Buyers(last 12 months)280TotalInstitutional Inflows(last 12 months)$321.86MNumber ofInstitutional Sellers(last 12 months)179TotalInstitutional Outflows(last 12 months)$786.70M Get FNDA Insider Trade Alerts Want to know when executives and insiders are buying or selling Schwab Fundamental U.S. Small Company ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Western Wealth Management LLC1,386$45K0.0%N/A0.000% 5/19/2026 Bank of America Corp DE900,070$29.19M0.0%+1.4%0.314% 5/19/2026 Arkadios Wealth Advisors7,409$240K0.0%N/A0.003% 5/18/2026 Royal Bank of Canada141,749$4.60M0.0%+68.3%0.049% 5/16/2026 Quantinno Capital Management LP129,807$4.21M0.0%+29.8%0.045% 5/15/2026 Waverly Advisors LLC290,785$9.43M0.1%+3.3%0.101% 5/14/2026 Dickmeyer Boyce Financial Management Inc.50,262$1.63M1.0%N/A0.018% 5/14/2026 Lido Advisors LLC69,164$2.24M0.0%-17.4%0.024% 5/13/2026 Cetera Investment Advisers220,032$7.14M0.0%+8.2%0.077% 5/13/2026 Wealthspire Retirement LLC221,692$7.19M0.4%-4.2%0.077% Get the Latest News and Ratings for FNDA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Schwab Fundamental U.S. Small Company ETF and its competitors with MarketBeat's FREE daily newsletter. 5/8/2026 HORAN Wealth LLC577,082$18.68M1.8%+102.0%0.201% 5/8/2026 Cutler Investment Counsel LLC75,004$2.43M0.3%+4.7%0.026% 5/7/2026 AlTi Global Inc.6,268$203K0.0%N/A0.002% 5/7/2026 Ironwood Investment Counsel LLC940,337$30.50M4.4%-4.9%0.328% 5/7/2026 Liberty Square Wealth Partners LLC52,422$1.70M0.5%-15.8%0.018% 5/7/2026 Spartan Wealth Advisory Services LLC9,596$311K0.0%N/A0.003% 5/6/2026 GatePass Capital LLC20,110$652K0.3%N/A0.007% 5/6/2026 Townsend Asset Management Corp NC ADV22,398$726K0.3%-4.9%0.008% 5/6/2026 Birchwood Financial Partners Inc.50,215$1.63M1.6%+6.6%0.018% 5/5/2026 Wealthfront Advisers LLC33,280$1.08M0.0%-4.6%0.012% 5/5/2026 Geneos Wealth Management Inc.3,396$110K0.0%-16.0%0.001% 5/5/2026 Ethos Financial Group LLC25,948$820K0.1%-10.8%0.009% 5/5/2026 Sanctuary 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% Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.Get the name and ticker of Louis Navellier's #1 AI stock free4/28/2026 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% 3/17/2026 Rockefeller Capital Management L.P.23,399$737K0.0%+8.2%0.008% 3/16/2026 Osbon Capital Management LLC879$28K0.0%N/A0.000% 3/12/2026Nalls Sherbakoff Group LLC20,643$650K0.5%N/A0.007% 3/9/2026 Corient Private Wealth LLC101,297$3.19M0.0%+136.9%0.035% 3/4/2026 SHP Wealth Management32,202$1.02M0.1%N/A0.011% 2/19/2026 BFI Wealth Solutions LLC46,981$1.48M1.4%N/A0.016% 2/19/2026 Axxcess Wealth Management LLC22,639$713K0.0%-4.6%0.008% 2/19/2026 Birchwood Financial Partners Inc.47,121$1.49M1.5%N/A0.017% 2/19/2026 Corient Private Wealth LLC101,297$3.19M0.0%+136.9%0.035% 2/18/2026 Mercer Global Advisors Inc. ADV130,494$4.11M0.0%+40.2%0.046% 2/18/2026 Wealthspire Retirement LLC231,418$7.29M0.4%-17.0%0.081% 2/18/2026 Beacon Pointe Advisors LLC30,755$969K0.0%+12.5%0.011% Your book is inside (Ad)The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.Download your copy now.2/18/2026 EP Wealth Advisors LLC55,665$1.75M0.0%N/A0.019% 2/18/2026 NewEdge Advisors LLC906$29K0.0%-83.7%0.000% 2/18/2026 Cahill Financial Advisors Inc.50,982$1.61M0.1%+17.9%0.018% 2/18/2026 Tudor Investment Corp ET AL36,845$1.16M0.0%+409.7%0.013% 2/18/2026 Millennium Management LLC19,701$621K0.0%N/A0.007% 2/18/2026Main Street Financial Solutions LLC62,094$1.96M0.1%+10.6%0.022% 2/18/2026 Engineers Gate Manager LP32,143$1.01M0.0%N/A0.011% 2/17/2026 AQR Capital Management LLC59,930$1.89M0.0%+66.4%0.021% 2/17/2026 Cetera Investment Advisers203,411$6.41M0.0%+12.1%0.071% 2/17/2026 Osaic Holdings Inc.667,024$21.02M0.0%-7.2%0.234% FNDA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of FNDA shares? During the previous two years, 487 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), Waddell & Associates LLC ($88.98M), Prairiewood Capital LLC ($66.61M), Steele Capital Management Inc. ($64.51M), Clarius Group LLC ($59.55M), Vantagepoint Investment Advisers LLC ($48.80M), and UBS Group AG ($45.03M).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 474 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), Vantagepoint Investment Advisers LLC ($1.57M), Waddell & Associates LLC ($1.54M), Prairiewood Capital LLC ($1.40M), Steele Capital Management Inc. ($1.23M), Clarius Group LLC ($1.02M), and Ironwood Investment Counsel LLC ($977.95K). How much institutional buying is happening at Schwab Fundamental U.S. Small Company ETF? Institutional investors have bought a total of 10,511,147 shares in the last 24 months. This purchase volume represents approximately $321.86M in transactions. Which of Schwab Fundamental U.S. Small Company ETF's major shareholders have been selling company stock? Of the 179 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), Accredited Investors Inc. ($562.63K), Osaic Holdings Inc. ($487.00K), Cerity Partners LLC ($378.74K), Pasadena Private Wealth LLC ($310.68K), and Ironwood Investment Counsel LLC ($304.68K). How much institutional selling is happening at Schwab Fundamental U.S. Small Company ETF? Institutional investors have sold a total of 26,972,852 shares in the last 24 months. This volume of shares sold represents approximately $786.70M in transactions. Related Companies IJS Institutional Ownership DFSV Institutional Ownership IJT Institutional Ownership VSS Institutional Ownership SCHC Institutional Ownership FESM Institutional Ownership SLYG Institutional Ownership SLYV Institutional Ownership IWN Institutional Ownership VIOO Institutional Ownership This page (NYSEARCA:FNDA) was last updated on 5/25/2026 by MarketBeat.com Staff. 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