Free Trial
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (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
$35.68 +0.08 (+0.22%)
Closing price 04:10 PM Eastern
Extended Trading
$35.68 +0.01 (+0.01%)
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)
$236.83M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$167.16M
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
10/13/2026Sax Wealth Advisors LLC10,700$374K0.0%-8.4%0.004%
10/9/2026Kaizen Financial Strategies95,512$3.34M1.4%+64.2%0.039%
10/9/2026Breakwater Capital Group93,706$3.28M0.4%+7.7%0.038%
10/8/2026Farther Finance Advisors LLC84,903$2.97M0.0%+2.1%0.034%
10/8/2026CoreCap Advisors LLC15,052$527K0.0%+53.4%0.006%
10/8/2026Dickmeyer Boyce Financial Management Inc.60,421$2.12M1.0%+6.6%0.025%
10/8/2026Apella Capital LLC8,795$311K0.0%N/A0.004%
10/8/2026Plan A Wealth LLC12,773$447K0.2%+23.3%0.005%
10/5/2026Collective Family Office LLC382,799$13.40M2.8%-2.0%0.156%
9/23/2026QRG Capital Management Inc.79,561$3.03M0.0%-2.2%0.031%
9/23/2026Envestnet Asset Management Inc.61,337$2.33M0.0%+6.8%0.024%
9/9/2026Sequoia Financial Advisors LLC61,580$2.34M0.0%+1.0%0.025%
9/9/2026Cahill Financial Advisors Inc.52,366$1.99M0.2%+4.8%0.021%
9/9/2026Gemmer Asset Management LLC656,112$24.97M1.7%+1.4%0.267%
9/9/2026Engineers Gate Manager LP22,292$848K0.0%-47.5%0.009%
9/9/2026Capital Analysts LLC8,952$340K0.0%-5.7%0.004%
9/9/2026Capital Advantage Inc.138,467$5.27M0.6%+5.1%0.056%
9/9/2026Integrated Wealth Concepts LLC7,854$299K0.0%+15.1%0.003%
9/9/2026IFP Advisors Inc95,067$3.62M0.1%+16.3%0.039%
9/8/2026Allworth Financial LP11,624$442K0.0%+8.2%0.005%
9/8/2026Waverly Advisors LLC298,409$11.36M0.1%+2.6%0.122%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group23,959$912K0.1%-1.9%0.010%
9/2/2026Range Advisory LLC18,298$696K0.1%+5.8%0.007%
8/27/2026Corient Private Wealth LP72,663$2.77M0.0%-26.6%0.030%
8/26/2026HORAN Wealth LLC289,037$11.00M1.4%-49.9%0.118%
8/23/2026Washington Trust Advisors Inc.25,380$966K0.1%+1.9%0.010%
8/23/2026Wedmont Private Capital12,874$482K0.0%-22.1%0.005%
8/23/2026HB Wealth Management LLC29,595$1.13M0.0%-4.7%0.012%
8/23/2026Asset Allocation Strategies LLC87,059$3.31M0.5%+1.0%0.035%
8/22/2026Compass Financial Management LLC877$33K0.0%N/A0.000%
8/22/2026Highland Investment Advisors LLC703$27K0.0%N/A0.000%
8/22/2026Strive Financial Group LLC1,530$58K0.0%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC41,526$1.58M0.0%N/A0.017%
8/21/2026Williams Financial LLC57,377$2.18M1.1%+4.5%0.023%
8/12/2026Compass Financial Management LLC877$33K0.0%N/A0.000%
7/10/2026Charles Schwab Trust Co431,168$16.41M0.9%+1.6%0.176%
7/9/2026Everhart Financial Group Inc.6,061$231K0.0%-14.3%0.002%
7/9/2026Breakwater Capital Group86,975$3.31M0.4%+6.2%0.035%
7/8/2026Factor Wealth Management LTD6,020$229K0.0%-35.1%0.002%
7/7/2026Dynamic Advisor Solutions LLC19,089$727K0.0%-2.7%0.008%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/7/2026GAMMA Investing LLC1,375$52K0.0%+89.4%0.001%
7/7/2026CoreCap Advisors LLC9,812$373K0.0%-31.4%0.004%
7/6/2026Trilogy Capital Inc.622,642$23.70M0.9%+0.3%0.254%
7/2/2026Collective Family Office LLC390,724$14.87M3.0%+4.3%0.159%
5/29/2026Asset Dedication LLC35,379$1.15M0.1%-5.6%0.012%
5/28/2026Cozad Asset Management Inc.11,661$378K0.0%-6.1%0.004%
5/26/2026Glenmede 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%
5/19/2026Arkadios 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%
5/14/2026Dickmeyer Boyce Financial Management Inc.50,262$1.63M1.0%N/A0.018%
5/14/2026Lido Advisors LLC69,164$2.24M0.0%-17.4%0.024%
5/13/2026Cetera Investment Advisers220,032$7.14M0.0%+8.2%0.077%
5/13/2026Wealthspire Retirement LLC221,692$7.19M0.4%-4.2%0.077%
5/8/2026HORAN Wealth LLC577,082$18.68M1.8%+102.0%0.201%
5/8/2026Cutler Investment Counsel LLC75,004$2.43M0.3%+4.7%0.026%
5/7/2026AlTi Global Inc.6,268$203K0.0%N/A0.002%
5/7/2026Ironwood Investment Counsel LLC940,337$30.50M4.4%-4.9%0.328%
5/7/2026Liberty Square Wealth Partners LLC52,422$1.70M0.5%-15.8%0.018%
5/7/2026Spartan Wealth Advisory Services LLC9,596$311K0.0%N/A0.003%
5/6/2026GatePass Capital LLC20,110$652K0.3%N/A0.007%
5/6/2026Townsend Asset Management Corp NC ADV22,398$726K0.3%-4.9%0.008%
5/6/2026Birchwood Financial Partners Inc.50,215$1.63M1.6%+6.6%0.018%
5/5/2026Wealthfront Advisers LLC33,280$1.08M0.0%-4.6%0.012%
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%
5/4/2026Riverpoint Wealth Management Holdings LLC1,157,772$37.55M8.0%+1.3%0.404%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management31,535$1.02M0.0%-13.4%0.011%
5/1/2026Kaizen Financial Strategies57,105$1.98M0.9%+13.9%0.020%
5/1/2026Fifth Third Bancorp26,604$863K0.0%+476.8%0.009%
5/1/2026EQ Wealth Advisors LLC70,048$2.27M1.3%-4.9%0.024%
5/1/2026Sequoia Financial Advisors LLC60,983$1.98M0.0%+9.7%0.021%
5/1/2026KLCM Advisors Inc.6,743$219K0.0%-6.5%0.002%
4/30/2026Accredited Investors Inc.283,533$9.20M0.5%-4.8%0.099%
4/30/2026Waterfront Wealth Inc.113,071$3.67M0.7%+26.1%0.039%
4/30/2026Kestra Advisory Services LLC24,423$792K0.0%+130.0%0.009%
4/30/2026Your Advocates Ltd. LLP210,457$6.83M2.1%+3.4%0.073%
4/29/2026Axxcess Wealth Management LLC20,794$674K0.0%-8.1%0.007%
4/29/2026Flatrock Wealth Partners LLC51,437$1.67M0.8%N/A0.018%
4/29/2026Nicholas Hoffman & Company LLC.17,906$581K0.0%+107.7%0.006%
4/29/2026Resonant Capital Advisors LLC771,733$25.03M1.3%-16.2%0.269%
4/28/2026Red Mountain Financial LLC33,532$1.09M1.0%-6.2%0.012%
4/28/2026Meridian Investment Counsel Inc.70,428$2.28M0.5%+3.3%0.025%
4/28/2026Kathmere Capital Management LLC161,759$5.25M0.3%-3.3%0.056%
4/28/2026Ascentis Independent Advisors6,740$219K0.0%N/A0.002%
4/28/2026Stephens Inc. AR26,615$863K0.0%+12.5%0.009%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
4/28/2026Howe & Rusling Inc.7,230$234K0.0%-17.6%0.003%
4/28/2026QRG Capital Management Inc.81,335$2.64M0.0%-3.2%0.028%
4/27/2026HB Wealth Management LLC31,044$1.01M0.0%-14.1%0.011%
4/27/2026Kelman Lazarov Inc.68,219$2.21M0.3%-1.7%0.024%
4/27/2026Lodestar 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%
4/27/2026Private Advisor Group LLC171,605$5.57M0.0%+1.3%0.060%
4/27/2026Y Intercept Hong Kong Ltd23,901$775K0.0%N/A0.008%
4/24/2026Root Financial Partners LLC14,385$467K0.0%-8.8%0.005%
4/24/2026Williams Financial LLC54,917$1.78M1.0%-2.8%0.019%


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 7,491,039 shares in the last 24 months. This purchase volume represents approximately $236.83M 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), 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 5,234,876 shares in the last 24 months. This volume of shares sold represents approximately $167.16M 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 10/13/2026. 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
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | 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
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
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
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
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