Who owns FNDA?
Schwab Fundamental U.S. Small Company ETF · Schwab
484 institutions reported holding FNDA, worth $7.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FNDA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $5.2B | 137,214,468 | −42,027,324 shares |
| Waddell & Associates, LLC | Memphis, TN | $110.2M | 2,896,380 | +9,286 shares |
| Boulay Financial Advisors, LLC | Eden Prairie, MN | $102.3M | 2,689,045 | New position |
| Steele Capital Management, Inc. | Dubuque, IA | $82.8M | 2,176,267 | +68,568 shares |
| Prairiewood Capital, LLC | Fargo, ND | $79.5M | 2,088,254 | +34,459 shares |
| Clearstead Advisors, LLC | Cleveland, OH | $75.0M | 1,971,498 | −1,771,423 shares |
| UBS Group AG | Zurich, Switzerland | $56.9M | 1,495,260 | +16,985 shares |
| Vantagepoint Investment Advisers LLC | Washington, DC | $55.0M | 1,444,411 | No change |
| Moller Wealth Partners | Northfield, IL | $46.8M | 1,229,114 | −36,916 shares |
| Riverpoint Wealth Management Holdings, LLC | Chicago, IL | $44.7M | 1,174,381 | +16,609 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: FNDA vs IJJ, FNDA vs DFSV, FNDA vs IJK, FNDA vs XMMO.
Frequently asked questions
Who owns FNDA?
484 institutional managers reported holding FNDA in Form 13F filings for June 30, 2026, worth $7.1B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $5.2B.
Did institutions buy or sell FNDA last quarter?
Reported 13F value fell 3.6% from March 31, 2026, which includes price moves as well as buying and selling. 58 firms reported a new position and 28 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FNDA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.