13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FNDA

SCHWAB FNDMNTL US SM CO ETF

504 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·504 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$6.8B
visible holders
Holders
504
filers reporting
Concentration
86.03%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

504 institutions reported FNDA in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 86.0% of the visible book.

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
$110M2.9M5.45%Q2 202604
Steele Capital Management, Inc.
CIK 0001646695
$83M2.2M3.05%Q2 202605
Prairiewood Capital, LLC
CIK 0001839695
$79M2.1M20.60%Q2 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
$47M1.2M8.46%Q2 202610
Riverpoint Wealth Management Holdings, LLC
CIK 0001682733
$45M1.2M8.21%Q2 202611
Solitude Financial Services
CIK 0001839890
$40M1.0M11.03%Q2 202612
MORGAN STANLEY
CIK 0000895421
$37M1.1M0.00%Q1 202613
First Pacific Financial
CIK 0001810089
$34M886K4.02%Q2 202614
Ironwood Investment Counsel, LLC
CIK 0001330463
$30M940K4.39%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M918K0.01%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M900K0.00%Q1 202617
Resonant Capital Advisors, LLC
CIK 0001803236
$29M763K1.39%Q2 202618
AlphaCore Capital LLC
CIK 0001713662
$27M818K0.63%Q1 202619
Gemmer Asset Management LLC
CIK 0001607825
$25M656K1.68%Q2 202620
Trilogy Capital Inc.
CIK 0001722512
$24M623K0.92%Q2 2026
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