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Schwab Fundamental U.S. Small Company Index ETF Institutional Ownership

(ETF)
FNDA 
$24.4126
*  
1.4574
5.63%
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 69.26%
Total Shares Outstanding (millions) 112
Total Value of Holdings (millions) $2,004

Active Positions

Holders Shares
Increased Positions 109 5,428,637
Decreased Positions 58 232,594
Held Positions 25 71,804,002
Total Institutional Shares 192 77,465,233

New and Sold Out Positions


Holders Shares
New Positions 44 793,712
Sold Out Positions 18 95,435

192 Institutional Holders
77,465,233 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
CHARLES SCHWAB INVESTMENT ADVISORY, INC. 12/31/2019 68,485,301 3,700,049 5.71 1,771,715
REGENTATLANTIC CAPITAL LLC 12/31/2019 822,193 21,474 2.68 21,270
CLARIUS GROUP, LLC 12/31/2019 691,954 179,385 35.00 17,901
VIGILANT CAPITAL MANAGEMENT, LLC 12/31/2019 522,678 (2,700) (0.51) 13,522
AMERIPRISE FINANCIAL INC 12/31/2019 450,129 20,655 4.81 11,645
JJJ ADVISORS INC. 12/31/2019 425,104 7,604 1.82 10,997
RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC 12/31/2019 277,156 15,398 5.88 7,170
CAPITAL ONE, NATIONAL ASSOCIATION 12/31/2019 270,214 270,214 New 6,990
LINCOLN NATIONAL CORP 12/31/2019 264,382 226,974 606.75 6,840
MCADAM, LLC 12/31/2019 258,454 6,308 2.50 6,686
ARLINGTON FINANCIAL ADVISORS, LLC 12/31/2019 251,627 6,292 2.57 6,510
BROUWER & JANACHOWSKI, LLC 12/31/2019 240,122 (16,568) (6.45) 6,212
DWM FINANCIAL GROUP, INC. 12/31/2019 225,498 225,498 New 5,834
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12/31/2019 214,428 47,409 28.39 5,547
CLS INVESTMENTS, LLC 12/31/2019 203,798 3,847 1.92 5,272

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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