FNDA

FNDA — Smart Money Tracker (13F)

Schwab Fndmntl US Sm Co ETF

+$248.5M

Net Activity

Institutions Holding

469

Popularity Rank

#1193

Avg Weight

0.39%

Total Value

$7.4B

Ownership Trend

469 institutions currently hold FNDA, with 208 net buyers and 164 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

164

Net Buying Institutions

208

Key Holders

Key Holders

Top 5 by Value

Charles Schwab Investment Management INC

Clearstead Advisors, LLC

Waddell & Associates, LLC

Steele Capital Management, Inc.

Prairiewood Capital, LLC

Top 5 by Conviction

Prairiewood Capital, LLC

Wealth Forward, LLC

Solitude Financial Services

Moller Wealth Partners

Riverpoint Wealth Management Holdings, LLC

View all 469 holding institutions

Quarterly Activity

Recent Activity

+$968.3M

Total Buy Value

$6.3B

Total Sell Value

New buy46

Trim136

Add162

Sold out28

208

Net Buyers

164

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB FNDMNTL US SM CO ETF (FNDA)?

Major stakeholders currently include Charles Schwab Investment Management INC ($5.8B), Clearstead Advisors, LLC ($121.4M), Waddell & Associates, LLC ($93.6M). Based on the latest 13F filings, there are a total of 469 tracked investment funds and institutions maintaining positions in FNDA.

What is the overall institutional sentiment toward FNDA recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $248.5M, driven by 208 managers accumulating shares while 164 reduced their exposure.

Which institutions have been selling or reducing their FNDA positions?

In the latest period, 136 funds trimmed their holdings, and 28 managers completely exited their positions. The aggregate reported sell value was $6.3B.

Are there any notable investors adding FNDA to their portfolios?

Yes, buying activity remains notable. 46 institutions opened new positions in {ticker}, and 162 existing holders added to their shares. The total reported buy value for the quarter amounted to $968.3M.

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