FNDA
Schwab Fundamental U.S. Small Company Index ETF$32.21-0.60 (-1.83%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$5.6540001497518795e+227T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 179,435,936 | $5.7B | 0.88% | Share |
| 2 | TD Capital Management LLC | 4,752 | $149.8M | 0.01% | Share |
| 3 | WADDELL & ASSOCIATES, LLC | 2,823,762 | $88.0M | 5.94% | Share |
| 4 | Steele Capital Management, Inc. | 2,047,126 | $64.5M | 2.77% | Share |
| 5 | Prairiewood Capital, LLC | 1,989,955 | $62.7M | 19.47% | Share |
| 6 | Clarius Group, LLC | 1,889,725 | $59.5M | 3.40% | Share |
| 7 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,566,243 | $49.4M | 0.40% | Share |
| 8 | UBS Group AG | 1,428,456 | $45.0M | 0.01% | Share |
| 9 | MORGAN STANLEY | 1,264,753 | $39.0M | 0.00% | Share |
| 10 | MOLLER WEALTH PARTNERS | 1,217,660 | $38.4M | 8.03% | Share |
| 11 | Riverpoint Wealth Management Holdings, LLC | 1,142,826 | $36.0M | 7.73% | Share |
| 12 | Solitude Financial Services | 999,593 | $31.5M | 10.38% | Share |
| 13 | Ironwood Investment Counsel, LLC | 988,333 | $31.0M | 4.33% | Share |
| 14 | AMERIPRISE FINANCIAL INC | 959,761 | $30.0M | 0.01% | Share |
| 15 | Resonant Capital Advisors, LLC | 920,862 | $29.0M | 1.59% | Share |
| 16 | First Pacific Financial | 892,877 | $28.1M | 3.67% | Share |
| 17 | AlphaCore Capital LLC | 902,501 | $28.0M | 0.62% | Share |
| 18 | Trilogy Capital Inc. | 737,096 | $23.2M | 1.04% | Share |
| 19 | Gemmer Asset Management LLC | 640,871 | $20.2M | 1.55% | Share |
| 20 | OSAIC HOLDINGS, INC. | 638,893 | $20.0M | 0.03% | Share |
| 21 | Wealth Forward, LLC | 587,546 | $18.5M | 10.46% | Share |
| 22 | BANK OF AMERICA CORP /DE/ | 599,521 | $18.0M | 0.00% | Share |
| 23 | Goldstone Financial Group, LLC | 502,470 | $15.8M | 1.76% | Share |
| 24 | Shore Point Advisors, LLC | 599,669 | $15.2M | 6.41% | Share |
| 25 | FOSTER & MOTLEY INC | 480,550 | $15.1M | 0.81% | Share |
| 26 | Cerity Partners LLC | 504,171 | $15.0M | 0.02% | Share |
| 27 | Mariner, LLC | 496,604 | $15.0M | 0.02% | Share |
| 28 | Seven Springs Wealth Group, LLC | 469,967 | $14.8M | 4.23% | Share |
| 29 | LPL Financial LLC | 445,232 | $14.0M | 0.00% | Share |
| 30 | Charles Schwab Trust Co | 403,256 | $12.7M | 0.84% | Share |
| 31 | MAI Capital Management | 387,376 | $12.0M | 0.07% | Share |
| 32 | COLLECTIVE FAMILY OFFICE LLC | 356,359 | $11.2M | 2.58% | Share |
| 33 | Creative Planning | 367,138 | $11.0M | 0.01% | Share |
| 34 | Grey Ledge Advisors, LLC | 331,598 | $10.4M | 2.36% | Share |
| 35 | Opes Wealth Management LLC | 310,481 | $9.8M | 1.60% | Share |
| 36 | Sound Stewardship, LLC | 301,204 | $9.5M | 4.55% | Share |
| 37 | Accredited Investors Inc. | 297,794 | $9.4M | 0.50% | Share |
| 38 | Arlington Financial Advisors, LLC | 295,147 | $9.3M | 1.33% | Share |
| 39 | Sanctuary Advisors, LLC | 316,228 | $9.1M | 0.06% | Share |
| 40 | HORAN Wealth, LLC | 285,732 | $9.0M | 1.38% | Share |
| 41 | Savant Capital, LLC | 298,827 | $9.0M | 0.05% | Share |
| 42 | Sanctuary Advisors, LLC | 321,861 | $8.8M | 0.06% | Share |
| 43 | Sanctuary Advisors, LLC | 321,861 | $8.8M | 0.06% | Share |
| 44 | Waverly Advisors, LLC | 281,555 | $8.0M | 0.06% | Share |
| 45 | BANK OF AMERICA CORP /DE/ | 285,020 | $8.0M | 0.00% | Share |
| 46 | GREAT VALLEY ADVISOR GROUP, INC. | 274,683 | $8.0M | 0.15% | Share |
| 47 | Pasadena Private Wealth, LLC | 233,079 | $7.3M | 1.00% | Share |
| 48 | Wealthspire Retirement, LLC | 231,418 | $7.3M | 0.44% | Share |
| 49 | Johnson Bixby & Associates, LLC | 214,633 | $6.8M | 0.84% | Share |
| 50 | EXENCIAL WEALTH ADVISORS, LLC | 206,110 | $6.5M | 0.21% | Share |