Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free FNDA Stock Alerts

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

Schwab Fundamental U.S. Small Company ETF logo
$35.52 -0.51 (-1.42%)
Closing price 04:10 PM Eastern
Extended Trading
$35.59 +0.07 (+0.19%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
233
Total
Institutional Inflows
(last 12 months)
$236.24M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$168.49M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 QRG Capital Management Inc.79,561$3.03M0.0%-2.2%0.031%
9/23/2026 Envestnet Asset Management Inc.61,337$2.33M0.0%+6.8%0.024%
9/9/2026 Sequoia Financial Advisors LLC61,580$2.34M0.0%+1.0%0.025%
9/9/2026 Cahill Financial Advisors Inc.52,366$1.99M0.2%+4.8%0.021%
9/9/2026 Gemmer Asset Management LLC656,112$24.97M1.7%+1.4%0.267%
9/9/2026 Engineers Gate Manager LP22,292$848K0.0%-47.5%0.009%
9/9/2026 Capital Analysts LLC8,952$340K0.0%-5.7%0.004%
9/9/2026 Capital Advantage Inc.138,467$5.27M0.6%+5.1%0.056%
9/9/2026 Integrated Wealth Concepts LLC7,854$299K0.0%+15.1%0.003%
9/9/2026 IFP Advisors Inc95,067$3.62M0.1%+16.3%0.039%
9/8/2026 Allworth Financial LP11,624$442K0.0%+8.2%0.005%
9/8/2026 Waverly Advisors LLC298,409$11.36M0.1%+2.6%0.122%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group23,959$912K0.1%-1.9%0.010%
9/2/2026 Range Advisory LLC18,298$696K0.1%+5.8%0.007%
8/27/2026 Corient Private Wealth LP72,663$2.77M0.0%-26.6%0.030%
8/26/2026 HORAN Wealth LLC289,037$11.00M1.4%-49.9%0.118%
8/23/2026 Washington Trust Advisors Inc.25,380$966K0.1%+1.9%0.010%
8/23/2026 Wedmont Private Capital12,874$482K0.0%-22.1%0.005%
8/23/2026 HB Wealth Management LLC29,595$1.13M0.0%-4.7%0.012%
8/23/2026 Asset Allocation Strategies LLC87,059$3.31M0.5%+1.0%0.035%
8/22/2026 Compass Financial Management LLC877$33K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC703$27K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC1,530$58K0.0%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC41,526$1.58M0.0%N/A0.017%
8/21/2026 Williams Financial LLC57,377$2.18M1.1%+4.5%0.023%
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%
5/28/2026 Cozad 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%
5/19/2026 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
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%
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%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going to hell." Ray Dalio agrees. The founder of Bridgewater Associates ($150 billion AUM) calls it a "debt death spiral." But there's a specific asset class and investment system that actually thrives when the dollar collapses.tc pixel

Watch how to protect yourself from what Dalio and Buffett see coming (free training).
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%


FNDA Institutional Ownership - Frequently Asked Questions

During the previous two years, 494 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 479 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 7,476,464 shares in the last 24 months. This purchase volume represents approximately $236.09M in transactions.

Of the 148 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), Accredited Investors Inc. ($516.47K), Cerity Partners LLC ($346.88K), HORAN Wealth LLC ($288.05K), Ironwood Investment Counsel LLC ($239.11K), Bell Investment Advisors Inc ($217.40K), and Focus Partners Advisor Solutions LLC ($191.28K).

Institutional investors have sold a total of 5,276,872 shares in the last 24 months. This volume of shares sold represents approximately $168.42M 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel