Schwab Fundamental U.S. Small Company ETF (FNDA)
ETF ยท NYSE Arca
Schwab Fundamental U.S. Small Company ETF (FNDA) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 15, 2013.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- August 15, 2013
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 481 institutions reported holding FNDA, with 185.7 million shares worth $7.1 billion in aggregate. The largest reported holder was Charles Schwab Investment Management, with 137.2 million shares worth $5.2 billion. Of the 5 largest holders listed below, 1 opened a new position in FNDA, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Charles Schwab Investment Management | 137,214,468 | $5.2B | Reduced 23.45% |
| Waddell & Associates | 2,896,380 | $110M | Added 0.32% |
| Boulay Financial Advisors | 2,689,045 | $102M | New position |
| Steele Capital Management | 2,176,267 | $83M | Added 3.25% |
| Prairiewood Capital | 2,088,254 | $79M | Added 1.68% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is FNDA?
Schwab Fundamental U.S. Small Company ETF (FNDA) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 15, 2013.
Who are the largest institutional holders of FNDA?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FNDA were Charles Schwab Investment Management, Waddell & Associates and Boulay Financial Advisors.
How many institutions own FNDA?
481 institutions reported a position in FNDA for the quarter ended June 30, 2026, worth $7.1 billion in total.
Did institutions buy or sell FNDA last quarter?
Of the 5 largest reported holders, 1 opened a new position in FNDA, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for FNDA.
Every reported institutional holder, plus insider and congressional trades in FNDA, on SentiSense.