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

Schwab Fundamental U.S. Small Company ETF logo
$38.49 +0.05 (+0.13%)
As of 02:47 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)
236
Total
Institutional Inflows
(last 12 months)
$236.77M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$195.48M
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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
8/12/2026 Compass Financial Management LLC877$33K0.0%N/A0.000%
7/10/2026 Charles Schwab Trust Co431,168$16.41M0.9%+1.6%0.176%
7/9/2026 Everhart Financial Group Inc.6,061$231K0.0%-14.3%0.002%
7/9/2026 Breakwater Capital Group86,975$3.31M0.4%+6.2%0.035%
7/8/2026 Factor Wealth Management LTD6,020$229K0.0%-35.1%0.002%
7/7/2026 Dynamic Advisor Solutions LLC19,089$727K0.0%-2.7%0.008%
7/7/2026 GAMMA Investing LLC1,375$52K0.0%+89.4%0.001%
7/7/2026 CoreCap Advisors LLC9,812$373K0.0%-31.4%0.004%
7/6/2026 Trilogy Capital Inc.622,642$23.70M0.9%+0.3%0.254%
7/2/2026 Collective Family Office LLC390,724$14.87M3.0%+4.3%0.159%
5/29/2026 Asset Dedication LLC35,379$1.15M0.1%-5.6%0.012%
5/28/2026Cozad Asset Management Inc.11,661$378K0.0%-6.1%0.004%
5/26/2026 Glenmede Trust Co. NA13,039$423K0.0%+19.6%0.005%
5/19/2026Western Wealth Management LLC1,386$45K0.0%N/A0.000%
5/19/2026Bank of America Corp DE900,070$29.19M0.0%+1.4%0.314%
5/19/2026 Arkadios Wealth Advisors7,409$240K0.0%N/A0.003%
5/18/2026Royal Bank of Canada141,749$4.60M0.0%+68.3%0.049%
5/16/2026Quantinno Capital Management LP129,807$4.21M0.0%+29.8%0.045%
5/15/2026Waverly 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%
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%
5/5/2026Sanctuary 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%
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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%
4/29/2026Flatrock 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%
4/27/2026Argos 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%
4/23/2026Asset 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%
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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%
3/9/2026 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%


FNDA Institutional Ownership - Frequently Asked Questions

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.

Of the 475 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 ($1.52M), Prairiewood Capital LLC ($1.37M), Steele Capital Management Inc. ($1.19M), Clarius Group LLC ($1.02M), and Ironwood Investment Counsel LLC ($977.95K).

Institutional investors have bought a total of 7,530,157 shares in the last 24 months. This purchase volume represents approximately $236.77M in transactions.

Of the 147 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. ($781.91K), Thrivent Financial for Lutherans ($753.63K), Accredited Investors Inc. ($516.47K), Osaic Holdings Inc. ($487.00K), Cerity Partners LLC ($346.88K), Ironwood Investment Counsel LLC ($239.11K), and Great Valley Advisor Group Inc. ($231K).

Institutional investors have sold a total of 6,333,444 shares in the last 24 months. This volume of shares sold represents approximately $195.48M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FNDA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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