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

Schwab Fundamental U.S. Small Company ETF logo
$37.34 +0.09 (+0.24%)
As of 07/24/2026 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)
266
Total
Institutional Inflows
(last 12 months)
$296.01M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$774.50M
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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
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%
5/29/2026Asset 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%
5/14/2026 Dickmeyer 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%
5/8/2026 Cutler 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%
5/4/2026 Empirical 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%
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5/1/2026 Sequoia Financial Advisors LLC60,983$1.98M0.0%+9.7%0.021%
5/1/2026KLCM Advisors Inc.6,743$219K0.0%-6.5%0.002%
4/30/2026 Accredited 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%
4/28/2026 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%
4/28/2026Kathmere 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%
4/28/2026Howe & 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%
4/27/2026HB 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%
4/27/2026 Y Intercept Hong Kong Ltd23,901$775K0.0%N/A0.008%
4/24/2026Root Financial Partners LLC14,385$467K0.0%-8.8%0.005%
4/24/2026 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%
4/23/2026Pasadena Private Wealth LLC211,419$6.86M0.9%-9.3%0.074%
4/23/2026Vicus Capital49,026$1.59M0.1%-1.6%0.017%
4/22/2026Janney Montgomery Scott LLC33,100$1.07M0.0%-4.3%0.012%
4/22/2026Cornerstone 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%
4/21/2026Grey Ledge Advisors LLC328,713$10.66M2.4%-0.9%0.115%
4/21/2026Foster & Motley Inc.471,947$15.31M0.8%-1.8%0.165%
4/21/2026Silver 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%
4/17/2026Krilogy Financial LLC71,878$2.49M0.1%N/A0.025%
4/17/2026 Baker Ellis Asset Management LLC12,252$397K0.0%N/A0.004%
4/17/2026Bell 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%
4/16/2026Prairiewood Capital LLC2,053,795$66.61M19.3%+3.2%0.716%
4/16/2026Solitude Financial Services1,029,893$35.57M10.5%+3.0%0.359%
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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%
2/19/2026Axxcess 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%


FNDA Institutional Ownership - Frequently Asked Questions

During the previous two years, 489 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 ($1.54M), 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 9,597,943 shares in the last 24 months. This purchase volume represents approximately $296.01M in transactions.

Of the 161 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).

Institutional investors have sold a total of 26,543,373 shares in the last 24 months. This volume of shares sold represents approximately $774.50M in transactions.


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This page (NYSEARCA:FNDA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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