SCHWAB FNDMNTL US SM CO ETF (FNDA) Institutional Shareholders
SCHWAB FNDMNTL US SM CO ETF (FNDA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.55B in FNDA holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FNDA tracked by InsiderSet, reporting ownership valued at approximately $5.81B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.83B, representing an estimated gain of +17.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed FNDA value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Clearstead Advisors, Llc, Waddell & Associates, Llc, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL US SM CO ETF (FNDA).
This page ranks the largest institutional FNDA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
473
Total Reported Value
$7.55B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$5.81B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.89% | 179,241,792 | $5,812,811,315 | $6,825,527,439 | +$1,012,716,124 | +17.42% | |
| Clearstead Advisors, Llc | 1.11% | 3,742,921 | $121,382,938 | $142,530,432 | +$21,147,494 | +17.42% | |
| Waddell & Associates, Llc | 5.45% | 2,896,380 | $110,236,209 | $110,294,150 | +$57,941 | +0.05% | |
| Boulay Financial Advisors, Llc | 9.48% | 2,689,045 | $102,345,040 | $102,398,834 | +$53,794 | +0.05% | |
| Steele Capital Management, Inc. | 3.05% | 2,176,267 | $82,828,728 | $82,872,247 | +$43,519 | +0.05% | |
| Prairiewood Capital, Llc | 20.60% | 2,088,254 | $79,478,932 | $79,520,712 | +$41,780 | +0.05% | |
| Vantagepoint Investment Advisers Llc | 0.41% | 1,444,411 | $54,974,283 | $55,003,171 | +$28,888 | +0.05% | |
| Ubs Group Ag | 0.01% | 1,478,275 | $47,940,458 | $56,292,712 | +$8,352,254 | +17.42% | |
| Moller Wealth Partners | 8.46% | 1,229,114 | $46,780,061 | $46,804,661 | +$24,600 | +0.05% | |
| Riverpoint Wealth Management Holdings, Llc | 8.21% | 1,174,381 | $44,696,955 | $44,720,428 | +$23,473 | +0.05% | |
| Solitude Financial Services | 11.04% | 1,046,847 | $39,842,997 | $39,863,934 | +$20,937 | +0.05% | |
| Morgan Stanley | 0.00% | 1,129,600 | $36,632,988 | $43,015,168 | +$6,382,180 | +17.42% | |
| First Pacific Financial | 4.02% | 885,996 | $33,721,021 | $33,738,728 | +$17,707 | +0.05% | |
| Ironwood Investment Counsel, Llc | 4.39% | 940,337 | $30,495,155 | $35,808,033 | +$5,312,878 | +17.42% | |
| Ameriprise Financial Inc | 0.01% | 918,127 | $30,270,033 | $34,962,276 | +$4,692,243 | +15.50% | |
| Bank Of America Corp | 0.00% | 900,070 | $29,189,261 | $34,274,666 | +$5,085,405 | +17.42% | |
| Resonant Capital Advisors, Llc | 1.39% | 763,063 | $29,042,180 | $29,057,439 | +$15,259 | +0.05% | |
| Alphacore Capital Llc | 0.63% | 818,424 | $26,541,501 | $31,165,586 | +$4,624,085 | +17.42% | |
| Gemmer Asset Management Llc | 1.68% | 656,112 | $24,971,627 | $24,984,745 | +$13,118 | +0.05% | |
| Trilogy Capital Inc. | 0.92% | 622,642 | $23,697,760 | $23,710,207 | +$12,447 | +0.05% | |
| Wealth Forward, Llc | 11.45% | 603,841 | $22,982,192 | $22,994,265 | +$12,073 | +0.05% | |
| Seven Springs Wealth Group, Llc | 4.97% | 598,617 | $22,783,346 | $22,795,335 | +$11,989 | +0.05% | |
| Cerity Partners Llc | 0.02% | 542,589 | $17,596,147 | $20,661,789 | +$3,065,642 | +17.42% | |
| Mariner, Llc | 0.02% | 513,981 | $16,668,412 | $19,572,396 | +$2,903,984 | +17.42% | |
| Charles Schwab Trust Co | 0.92% | 431,168 | $16,410,254 | $16,418,877 | +$8,623 | +0.05% | |
| Lpl Financial Llc | 0.00% | 470,342 | $15,253,189 | $17,910,623 | +$2,657,434 | +17.42% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 459,662 | $14,906,819 | $17,503,929 | +$2,597,110 | +17.42% | |
| Collective Family Office Llc | 3.04% | 390,724 | $14,870,955 | $14,878,770 | +$7,815 | +0.05% | |
| Bell Investment Advisors, Inc | 2.27% | 447,402 | $14,509,253 | $17,037,068 | +$2,527,815 | +17.42% | |
| Goldstone Financial Group, Llc | 1.56% | 442,767 | $14,358,922 | $16,860,567 | +$2,501,645 | +17.42% | |
| Creative Planning | 0.01% | 439,362 | $14,248,522 | $16,730,905 | +$2,482,383 | +17.42% | |
| Mai Capital Management | 0.08% | 431,797 | $14,003,172 | $16,442,830 | +$2,439,658 | +17.42% | |
| Grey Ledge Advisors, Llc | 2.54% | 332,827 | $12,667,337 | $12,674,052 | +$6,715 | +0.05% | |
| Sound Stewardship, Llc | 5.05% | 321,406 | $12,232,710 | $12,239,140 | +$6,430 | +0.05% | |
| Johnson Bixby & Associates, Llc | 1.31% | 307,499 | $11,703,413 | $11,709,562 | +$6,149 | +0.05% | |
| Arlington Financial Advisors, Llc | 1.36% | 281,940 | $10,730,641 | $10,736,275 | +$5,634 | +0.05% | |
| Accredited Investors Inc. | 0.44% | 266,452 | $10,141,165 | $10,146,492 | +$5,327 | +0.05% | |
| Opes Wealth Management Llc | 1.69% | 304,740 | $9,882,712 | $11,604,499 | +$1,721,787 | +17.42% | |
| Waverly Advisors, Llc | 0.07% | 290,785 | $9,430,159 | $11,073,093 | +$1,642,934 | +17.42% | |
| Horan Wealth, Llc | 1.37% | 288,541 | $9,340,199 | $10,987,641 | +$1,647,442 | +17.64% | |
| Great Valley Advisor Group, Inc. | 0.17% | 283,295 | $9,187,275 | $10,787,874 | +$1,600,599 | +17.42% | |
| Shore Point Advisors, Llc | 3.00% | 386,724 | $8,772,145 | $14,726,450 | +$5,954,305 | +67.88% | |
| Savant Capital, Llc | 0.04% | 266,101 | $8,629,642 | $10,133,126 | +$1,503,484 | +17.42% | |
| Your Advocates Ltd., Llp | 2.26% | 207,650 | $7,903,159 | $7,907,312 | +$4,153 | +0.05% | |
| Reston Wealth Management Llc | 2.01% | 195,627 | $7,445,571 | $7,449,476 | +$3,905 | +0.05% | |
| Wealthspire Retirement, Llc | 0.43% | 221,692 | $7,189,488 | $8,442,031 | +$1,252,543 | +17.42% | |
| Cetera Investment Advisers | 0.01% | 220,032 | $7,135,652 | $8,378,819 | +$1,243,167 | +17.42% | |
| Pasadena Private Wealth, Llc | 0.95% | 211,419 | $6,856,312 | $8,050,836 | +$1,194,524 | +17.42% | |
| Cabot Wealth Management Inc | 0.68% | 175,158 | $6,666,528 | $6,670,017 | +$3,489 | +0.05% | |
| Exencial Wealth Advisors, Llc | 0.21% | 204,729 | $6,639,367 | $7,796,080 | +$1,156,713 | +17.42% |
Frequently asked questions about FNDA
Who owns the most FNDA stock?
The largest holders of FNDA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB FNDMNTL US SM CO ETF (FNDA).
Is FNDA widely held by superinvestors?
Many widely followed stocks like FNDA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNDA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.