SCHWAB FNDMNTL US SM CO ETF FNDA
$37.62
-0.8% 52w: $27.56 – $38.06
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data27.5632.8138.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
468
+12 QoQ
13F value
$7.35B
+3.5% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns FNDA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 179.2M | $5.81B | 0.9% | -0.1% |
| Clearstead Advisors, LLC | Wealth advisor | 3.7M | $121.4M | 1.1% | +36598.9% |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 2.9M | $93.6M | 5.3% | +2.2% |
| Steele Capital Management, Inc. | Wealth advisor | 2.1M | $68.4M | 2.8% | +3.0% |
| Prairiewood Capital, LLC | Wealth advisor | 2.1M | $66.6M | 19.3% | +3.2% |
| UBS Group AG | Bank broker | 1.5M | $47.9M | 0.0% | +3.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 1.4M | $46.8M | 0.4% | -7.8% |
| MOLLER WEALTH PARTNERS | Wealth advisor | 1.3M | $41.1M | 8.1% | +4.0% |
| Riverpoint Wealth Management Holdings, LLC | Wealth advisor | 1.2M | $37.5M | 8.0% | +1.3% |
| MORGAN STANLEY | Bank broker | 1.1M | $36.6M | 0.0% | -12.0% |
| Solitude Financial Services | Wealth advisor | 1.0M | $35.6M | 10.5% | +3.0% |
| Ironwood Investment Counsel, LLC | Other | 940.3K | $30.5M | 4.4% | -4.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 918.1K | $30.3M | 0.0% | -4.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 900.1K | $29.2M | 0.0% | +1.4% |
| First Pacific Financial | Wealth advisor | 880.0K | $28.5M | 3.7% | -1.4% |
| AlphaCore Capital LLC | Wealth advisor | 818.4K | $26.5M | 0.6% | -9.3% |
| Resonant Capital Advisors, LLC | Wealth advisor | 771.7K | $25.0M | 1.3% | -16.2% |
| Gemmer Asset Management LLC | Wealth advisor | 646.9K | $21.0M | 1.7% | +0.9% |
| Trilogy Capital Inc. | Wealth advisor | 620.7K | $20.1M | 0.9% | -15.8% |
| Wealth Forward, LLC | Wealth advisor | 592.2K | $19.2M | 10.8% | +0.8% |
| HORAN Wealth, LLC | Wealth advisor | 577.1K | $18.7M | 1.8% | +102.0% |
| Seven Springs Wealth Group, LLC | Wealth advisor | 571.7K | $18.5M | 4.3% | +21.6% |
| Cerity Partners LLC | Diversified mechanical | 542.6K | $17.6M | 0.0% | +3.8% |
| Mariner, LLC | Diversified mechanical | 514.0K | $16.7M | 0.0% | -0.8% |
| FOSTER & MOTLEY INC | Other | 471.9K | $15.3M | 0.8% | -1.8% |
| LPL Financial LLC | Bank broker | 470.3K | $15.3M | 0.0% | +5.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 459.7K | $14.9M | 0.0% | +6.7% |
| Bell Investment Advisors, Inc | Wealth advisor | 447.4K | $14.5M | 2.3% | -29.6% |
| Goldstone Financial Group, LLC | Wealth advisor | 442.8K | $14.4M | 1.6% | -11.9% |
| Creative Planning | Wealth advisor | 439.4K | $14.2M | 0.0% | +19.7% |
| MAI Capital Management | Wealth advisor | 431.8K | $14.0M | 0.1% | +11.5% |
| Charles Schwab Trust Co | Wealth advisor | 424.5K | $13.8M | 0.9% | +5.3% |
| COLLECTIVE FAMILY OFFICE LLC | Wealth advisor | 374.6K | $12.1M | 2.7% | +5.1% |
| Grey Ledge Advisors, LLC | Wealth advisor | 328.7K | $10.7M | 2.4% | -0.9% |
| Sound Stewardship, LLC | Wealth advisor | 313.0K | $10.2M | 4.7% | +3.9% |
| Opes Wealth Management LLC | Wealth advisor | 304.7K | $9.9M | 1.7% | -1.8% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 298.9K | $9.7M | 1.2% | +39.2% |
| Waverly Advisors, LLC | Wealth advisor | 290.8K | $9.4M | 0.1% | +3.3% |
| Arlington Financial Advisors, LLC | Wealth advisor | 284.7K | $9.2M | 1.3% | -3.6% |
| Accredited Investors Inc. | Wealth advisor | 283.5K | $9.2M | 0.5% | -4.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 283.3K | $9.2M | 0.2% | +3.1% |
| Savant Capital, LLC | Wealth advisor | 266.1K | $8.6M | 0.0% | -11.0% |
| Shore Point Advisors, LLC | Wealth advisor | 358.6K | $7.3M | 2.9% | -40.2% |
| Wealthspire Retirement, LLC | Wealth advisor | 221.7K | $7.2M | 0.4% | -4.2% |
| Cetera Investment Advisers | Wealth advisor | 220.0K | $7.1M | 0.0% | +8.2% |
| Pasadena Private Wealth, LLC | Wealth advisor | 211.4K | $6.9M | 1.0% | -9.3% |
| Your Advocates Ltd., LLP | Wealth advisor | 210.5K | $6.8M | 2.1% | +3.4% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 204.7K | $6.6M | 0.2% | -0.7% |
| Focus Partners Wealth | Wealth advisor | 199.7K | $6.5M | 0.0% | +18.2% |
| RESTON WEALTH MANAGEMENT LLC | Wealth advisor | 191.1K | $6.2M | 1.9% | +2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.