SCHWAB FNDMNTL US SM CO ETF (FNDA) Institutional Ownership and Insiders Activity
SCHWAB FNDMNTL US SM CO ETF (FNDA) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $1.98M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.98M in FNDA holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$1.98M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
FNDA News
All news- Collective Family Office Llc Investment Activity Q2 2026
Jul 5, 2026 · valut.ai
Related FNDA Institutional Insights:
- FNDA Institutional Ownership & Insiders Activity
- FNDA Institutional Ownership & 13F Activity
- FNDA Top Institutional Shareholders
- FNDA Institutional Buying Activity
- FNDA Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- FNDA Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings