§ EQUITY
USDFNDA
SCHWAB FNDMNTL US SM CO ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
242 increased/new, 143 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Charles Schwab Investment Mgmt | 179.2M | 0.9% | −0% |
| Clearstead Advisors, LLC | 3.7M | 1.1% | +36599% |
| WADDELL & ASSOCIATES, LLC | 2.9M | 5.3% | +2% |
| Steele Capital Management, Inc. | 2.1M | 2.8% | +3% |
| Prairiewood Capital, LLC | 2.1M | 19.3% | +3% |
| UBS Group AG | 1.5M | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for FNDA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
PASSIVE / INDEX79.0% · 2 holders
OTHER18.3% · 429 holders
DEALER / BANK1.8% · 24 holders
QUALITY / COMPOUNDER0.5% · 7 holders
INCOME / DEFENSIVE0.3% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
TACTICAL / MACRO0.0% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FNDA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FNDA yet.