13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
FNDA

SCHWAB FNDMNTL US SM CO ETF

503 institutions still hold SCHWAB FNDMNTL US SM CO ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524763·Exchange Traded Fund·503 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.3%
vs prior quarter
13F value held
$6.7B
61.0% inst. owned
of float
Holders
503
-118 QoQ
filers reporting
Activity
+52 / −59
+913 added · −671 reduced
this quarter
Concentration
87.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

503 institutions reported FNDA in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 87.0% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$5.8B179.2M0.89%Q1 202602
Clearstead Advisors, LLC
CIK 0000842775
$121M3.7M1.11%Q1 202603
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$94M2.9M5.28%Q1 202604
Steele Capital Management, Inc.
CIK 0001646695
$68M2.1M2.83%Q1 202605
Prairiewood Capital, LLC
CIK 0001839695
$67M2.1M19.26%Q1 202606
Clarius Group, LLC
CIK 0001664214
$60M1.9M3.40%Q4 202507
UBS Group AG
CIK 0001610520
$48M1.5M0.01%Q1 202608
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$47M1.4M0.40%Q1 202609
MOLLER WEALTH PARTNERS
CIK 0001475271
$41M1.3M8.11%Q1 202610
Riverpoint Wealth Management Holdings, LLC
CIK 0001682733
$38M1.2M7.99%Q1 202611
MORGAN STANLEY
CIK 0000895421
$37M1.1M0.00%Q1 202612
Solitude Financial Services
CIK 0001839890
$36M1.0M10.52%Q1 202613
Ironwood Investment Counsel, LLC
CIK 0001330463
$30M940K4.39%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M918K0.01%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M900K0.00%Q1 202616
First Pacific Financial
CIK 0001810089
$29M880K3.67%Q1 202617
AlphaCore Capital LLC
CIK 0001713662
$27M818K0.63%Q1 202618
Resonant Capital Advisors, LLC
CIK 0001803236
$25M772K1.31%Q1 202619
Callan Capital, LLC
CIK 0001542166
$23M830K1.68%Q1 202520
Gemmer Asset Management LLC
CIK 0001607825
$21M647K1.66%Q1 2026
Page 1 of 26
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