SCHWAB FNDMNTL US SM CO ETF

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FNDA·808524763·US·ETF·Unknown - Unknown

FNDA (SCHWAB FNDMNTL US SM CO ETF) is held by 93 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($5.2B), UBS Group AG ($56.9M), VANTAGEPOINT INVESTMENT ADVISERS LLC ($55M). Net institutional sentiment: Bullish.

93

Holders

(19 Elite)

$5.8B

Total Value

68% (87)

Consensus

59 buying - 28 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)81

Insider (Form 4)64

Activist (13D/13G)64

Congressional (STOCK Act)61

Holder Quality

36

★★★★★

Elite

26

★★★★

Strong

44

★★★

Solid

82

★★

Below

43

★

Weak

Held by 93 funds

19 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FNDA.

Top Holders

Top Holders (93)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	137.2M(-23.4%)	$5.2B	0.7%	+34.10%	0
UBS Group AG	Increased	1.5M(+1.1%)	$56.9M	0.0%	+33.53%	30
VANTAGEPOINT INVESTMENT ADVISERS LLC	Unchanged	1.4M	$55M	0.4%	+21.43%	0
MORGAN STANLEY	Increased	1.1M(+0.3%)	$43.1M	0.0%	+34.17%	29
BANK OF AMERICA CORP /DE/	Increased	961,088(+6.8%)	$36.6M	0.0%	+25.57%	31
AMERIPRISE FINANCIAL INC	Decreased	803,306(-12.5%)	$30.6M	0.0%	+46.59%	0
Savant Capital, LLC	Increased	732,553(+175.3%)	$26.4M	0.1%	+13.34%	46
OSAIC HOLDINGS, INC.	Increased	558,855(+377.2%)	$21.3M	0.0%	+4.90%	46
Mariner, LLC	Increased	551,284(+7.3%)	$21M	0.0%	+28.16%	31
Cerity Partners LLC	Decreased	524,112(-3.4%)	$19.9M	0.0%	+29.56%	0
Creative Planning	Increased	485,593(+10.5%)	$18.5M	0.0%	+28.85%	31
MAI Capital Management	Increased	457,746(+6.0%)	$17.4M	0.1%	+25.29%	30
GOLDMAN SACHS GROUP INC	Increased	424,289(+131.3%)	$16.1M	0.0%	+4.82%	45
LPL Financial LLC	Decreased	367,791(-21.8%)	$14M	0.0%	+34.88%	0
EP Wealth Advisors, LLC	Increased	356,163(+644.2%)	$13.6M	0.1%	+2.24%	45
WAWaverly Advisors, LLC	Increased	298,409(+2.6%)	$11.4M	0.1%	+29.64%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	270,185(-41.2%)	$10.3M	0.0%	+33.46%	0
Cetera Investment Advisers	Increased	238,430(+8.4%)	$9.1M	0.0%	+23.63%	30
FWFocus Partners Wealth	Increased	215,745(+8.1%)	$8.2M	0.0%	+24.07%	30
AQR CAPITAL MANAGEMENT LLC	Increased	200,581(+38.9%)	$7.6M	0.0%	+10.95%	36

Showing 1-20 of 95

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer