SCHWAB FNDMNTL US SM CO ETF (FNDA) Institutional Ownership Changes & 13F Activity

SCHWAB FNDMNTL US SM CO ETF (FNDA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Ameriprise Financial Inc, Osaic Holdings, Inc., Goldman Sachs Group Inc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+3,913+6.8%61,337$2.33MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-1,774-2.2%79,561$3.03MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+1,030+15.1%7,854$298.93KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-26,398-26.6%72,663$2.77MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+496+0.2%289,037$11.00MQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+16,122+10.7%166,945$6.35MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+388+1.2%31,788$1.21MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+5,410—5,410$205.91KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+1,691+20.6%9,910$376.98KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+1,530—1,530$58.23KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+824+1.0%87,059$3.31MQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncSell-42,027,324-23.4%137,214,468$5.22BQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+803,306—803,306$30.59MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+441,741+377.2%558,855$21.27MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+240,821+131.3%424,289$16.15MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+61,018+6.8%961,088$36.58MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+56,143+38.9%200,581$7.63MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+46,906+36.1%176,941$6.73MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+32,769+207.0%48,602$1.85MQ2 2026Aug 14, 2026
10Elms LlpBuy+29,968+45.0%96,609$3.68MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+28,225+19.9%169,974$6.47MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+25,949+6.0%457,746$17.42MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+21,056+13.2%180,275$6.86MQ2 2026Aug 14, 2026
Engineers Gate Manager LpSell-20,138-47.5%22,292$848.43KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-18,477-3.4%524,112$19.95MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+11,223—11,223$427.15KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-10,490-54.6%8,735$332.45KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+8,628—8,628$328.38KQ2 2026Aug 14, 2026
Prelude Capital Management, LlcBuy+8,000—8,000$304.48KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+7,624+2.6%298,409$11.36MQ2 2026Aug 14, 2026
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Frequently asked questions about FNDA activity

  • Which institutional owners are buying FNDA?

    Institutional owners buying FNDA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FNDA activity?

    "Buy" means an investor increased their reported position in FNDA compared to the prior reporting period. This reflects growing exposure to SCHWAB FNDMNTL US SM CO ETF (FNDA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FNDA increasing?

    Institutional interest in FNDA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.