FNDA Institutional Ownership & Shareholders
SCHWAB FNDMNTL US SM CO ETF (FNDA) is currently held by 478 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FNDA tracked by InsiderSet, reporting ownership valued at approximately $5.22B in its June 30, 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 $4.98B, representing an estimated loss of -4.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed FNDA value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Waddell & Associates, Llc, Boulay Financial Advisors, 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
478
Total Reported Value
$7.02B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$5.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
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 | 0.70% | 137,214,468 | $5,222,382,652 | $4,975,396,610 | -$246,986,042 | -4.73% | |
| Waddell & Associates, Llc | 5.45% | 2,896,380 | $110,236,209 | $105,022,739 | -$5,213,470 | -4.73% | |
| Boulay Financial Advisors, Llc | 9.48% | 2,689,045 | $102,345,040 | $97,504,772 | -$4,840,268 | -4.73% | |
| Steele Capital Management, Inc. | 2.83% | 2,177,508 | $76,212,789 | $78,956,440 | +$2,743,651 | +3.60% | |
| Prairiewood Capital, Llc | 19.20% | 2,170,316 | $75,961,060 | $78,695,658 | +$2,734,598 | +3.60% | |
| Clearstead Advisors, Llc | 0.71% | 1,971,498 | $75,035,215 | $71,486,517 | -$3,548,698 | -4.73% | |
| Ubs Group Ag | 0.01% | 1,495,260 | $56,909,596 | $54,218,128 | -$2,691,468 | -4.73% | |
| Vantagepoint Investment Advisers Llc | 0.36% | 1,356,355 | $47,472,425 | $49,181,432 | +$1,709,007 | +3.60% | |
| Riverpoint Wealth Management Holdings, Llc | 8.21% | 1,174,381 | $44,696,955 | $42,583,055 | -$2,113,900 | -4.73% | |
| Moller Wealth Partners | 7.95% | 1,238,357 | $43,342,494 | $44,902,825 | +$1,560,331 | +3.60% | |
| Morgan Stanley | 0.00% | 1,132,677 | $43,109,774 | $41,070,868 | -$2,038,906 | -4.73% | |
| Wealth Forward, Llc | 18.28% | 1,153,317 | $40,366,078 | $41,819,274 | +$1,453,196 | +3.60% | |
| Solitude Financial Services | 10.01% | 1,057,189 | $37,001,612 | $38,333,673 | +$1,332,061 | +3.60% | |
| Bank Of America Corp | 0.00% | 961,088 | $36,579,028 | $34,849,051 | -$1,729,977 | -4.73% | |
| Ironwood Investment Counsel, Llc | 4.53% | 907,290 | $34,531,464 | $32,898,335 | -$1,633,129 | -4.73% | |
| First Pacific Financial | 3.14% | 877,254 | $30,703,887 | $31,809,230 | +$1,105,343 | +3.60% | |
| Ameriprise Financial Inc | 0.01% | 803,306 | $30,587,621 | $29,127,876 | -$1,459,745 | -4.77% | |
| Alphacore Capital Llc | 0.56% | 800,230 | $30,456,765 | $29,016,340 | -$1,440,425 | -4.73% | |
| Resonant Capital Advisors, Llc | 1.27% | 757,337 | $26,506,792 | $27,461,040 | +$954,248 | +3.60% | |
| Savant Capital, Llc | 0.08% | 732,553 | $26,434,739 | $26,562,372 | +$127,633 | +0.48% | |
| Gemmer Asset Management Llc | 1.52% | 666,955 | $23,343,414 | $24,183,788 | +$840,374 | +3.60% | |
| Seven Springs Wealth Group, Llc | 4.97% | 598,617 | $22,783,346 | $21,705,852 | -$1,077,494 | -4.73% | |
| Trilogy Capital Inc. | 0.85% | 632,316 | $22,131,045 | $22,927,778 | +$796,733 | +3.60% | |
| Osaic Holdings, Inc. | 0.03% | 558,855 | $21,271,100 | $20,264,082 | -$1,007,018 | -4.73% | |
| Mariner, Llc | 0.02% | 551,284 | $20,981,867 | $19,989,558 | -$992,309 | -4.73% | |
| Cerity Partners Llc | 0.02% | 524,112 | $19,947,678 | $19,004,301 | -$943,377 | -4.73% | |
| Foster & Motley Inc | 0.82% | 470,018 | $17,889,000 | $17,042,853 | -$846,147 | -4.73% | |
| Creative Planning | 0.01% | 498,383 | $17,443,416 | $18,071,368 | +$627,952 | +3.60% | |
| Mai Capital Management | 0.07% | 457,746 | $17,421,811 | $16,597,870 | -$823,941 | -4.73% | |
| Goldman Sachs Group Inc | 0.00% | 424,289 | $16,148,439 | $15,384,719 | -$763,720 | -4.73% | |
| Bell Investment Advisors, Inc | 2.30% | 449,367 | $15,727,850 | $16,294,047 | +$566,197 | +3.60% | |
| Lpl Financial Llc | 0.00% | 367,791 | $13,998,134 | $13,336,102 | -$662,032 | -4.73% | |
| Goldstone Financial Group, Llc | 1.25% | 359,618 | $13,687,063 | $13,039,749 | -$647,314 | -4.73% | |
| Ep Wealth Advisors, Llc | 0.05% | 356,163 | $13,555,553 | $12,914,470 | -$641,083 | -4.73% | |
| Collective Family Office Llc | 2.77% | 382,799 | $13,397,965 | $13,880,292 | +$482,327 | +3.60% | |
| Grey Ledge Advisors, Llc | 2.37% | 334,382 | $11,703,663 | $12,124,691 | +$421,028 | +3.60% | |
| Sound Stewardship, Llc | 4.68% | 328,816 | $11,508,548 | $11,922,868 | +$414,320 | +3.60% | |
| Waverly Advisors, Llc | 0.07% | 298,409 | $11,357,451 | $10,820,310 | -$537,141 | -4.73% | |
| Johnson Bixby & Associates, Llc | 1.22% | 319,177 | $11,171,185 | $11,573,358 | +$402,173 | +3.60% | |
| Hb Wealth Management, Llc | 0.06% | 315,354 | $11,037,377 | $11,434,736 | +$397,359 | +3.60% | |
| Horan Wealth, Llc | 1.38% | 289,037 | $11,000,724 | $10,480,482 | -$520,242 | -4.73% | |
| Great Valley Advisor Group, Inc. | 0.17% | 277,675 | $10,568,733 | $10,068,496 | -$500,238 | -4.73% | |
| Opes Wealth Management Llc | 1.69% | 304,740 | $9,882,712 | $11,049,872 | +$1,167,160 | +11.81% | |
| Charles Schwab Trust Co | 0.57% | 280,959 | $9,833,565 | $10,187,573 | +$354,008 | +3.60% | |
| Arlington Financial Advisors, Llc | 1.22% | 278,113 | $9,733,959 | $10,084,377 | +$350,418 | +3.60% | |
| Cetera Investment Advisers | 0.01% | 238,430 | $9,074,671 | $8,645,472 | -$429,199 | -4.73% | |
| Accredited Investors Inc. | 0.39% | 256,432 | $8,975,123 | $9,298,224 | +$323,101 | +3.60% | |
| Wealthspire Retirement, Llc | 0.46% | 220,136 | $8,378,379 | $7,982,131 | -$396,248 | -4.73% | |
| Shore Point Advisors, Llc | 2.65% | 378,476 | $8,358,153 | $13,723,540 | +$5,365,387 | +64.19% | |
| Focus Partners Wealth | 0.01% | 215,745 | $8,210,969 | $7,822,914 | -$388,055 | -4.73% |
Frequently asked questions about FNDA
Who are the largest institutional holders of FNDA?
The largest institutional holders of FNDA reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Waddell & Associates, Llc, Boulay Financial Advisors, Llc, Steele Capital Management, Inc., and Prairiewood Capital, Llc. InsiderSet ranks institutional holders by their latest reported FNDA position.
What is FNDA institutional ownership?
This page tracks FNDA positions reported by institutional investment managers through SEC Form 13F. SCHWAB FNDMNTL US SM CO ETF (FNDA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNDA?
InsiderSet currently tracks 478 institutional managers reporting FNDA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FNDA shareholders.
How much FNDA stock do institutions own?
Institutional investment managers disclosed approximately $7.02B in FNDA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNDA institutional ownership last updated?
The latest FNDA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FNDA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FNDA position after the reporting date.
Are institutions buying or selling FNDA?
Institutional buying and selling can be analyzed by comparing FNDA positions across consecutive 13F reporting periods. InsiderSet's FNDA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNDA ownership changes.
How has FNDA institutional ownership changed over time?
InsiderSet tracks FNDA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.