Public ownership evidence

Schwab Fundamental U.S. Small Company ETF (FNDA) Ownership Disclosures

Read FNDA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Fundamental U.S. Small Company ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
72,663
Value (USD)
$2,765,517
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FNDA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FNDA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2872,663$2,765,517None
HORAN Wealth, LLC2026-06-302026-08-27289,037$11,000,724None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2624,544$773,381None
Kings Path Partners LLC2026-03-312026-08-224,588$148,789None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21889$33,835None
Archer Investment Corp2026-06-302026-08-20255$9,723None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20166,945$6,353,924None
Beacon Pointe Advisors, LLC2026-06-302026-08-1931,788$1,209,852None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-191,580$60,000None
Strive Financial Group ,LLC2026-06-302026-08-181,530$58,232None
Caitlin John, LLC2026-06-302026-08-181,806$68,736None
Corient Private Wealth LP2026-06-302026-08-1890,162$3,431,532None
Asset Allocation Strategies LLC2026-06-302026-08-1887,059$3,313,452None
Pure Financial Advisors, LLC2026-06-302026-08-185,410$205,905None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-189,910$376,976None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1820,567$782,798None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1820,673$670,411None
Wiser Advisor Group LLC2026-06-302026-08-18143$5,433None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1544$1,675None
Womack Financial LLC2026-06-302026-08-15120,674$4,592,852None
Independence Wealth Advisors, LLC2026-06-302026-08-156,887$262,119None
AMERIFLEX GROUP, INC.2026-06-302026-08-15248$9,439None
10Elms LLP2026-06-302026-08-1596,609$3,676,930None
Synergy Investment Management, LLC2026-06-302026-08-152,054$78,175None
Murphy & Mullick Capital Management Corp2026-06-302026-08-152,756$104,893None
Basecamp Wealth Advisors LLC2026-06-302026-08-15710$27,023None
Mutual Advisors, LLC2026-06-302026-08-1539,515$1,503,950None
SIGNAL TREE FINANCIAL PARTNERS LLC2026-06-302026-08-1568,812$2,618,971None
Flatrock Wealth Partners LLC2026-06-302026-08-1559,039$2,247,039None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1510,853$413,065None
ENTREWEALTH, LLC2026-06-302026-08-159,267$349,940None
NFSG Corp2026-06-302026-08-15128$4,872None
XTX Topco Ltd2026-06-302026-08-158,628$328,382None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15137,214,468$5,222,382,652None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15137,214,468$5,222,382,652None
Foundations Investment Advisors, LLC2026-06-302026-08-156,014$228,901None
IFG Advisory, LLC2026-06-302026-08-154,914$187,028None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,316$88,147None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,608$708,236None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,645$290,972None
OSAIC HOLDINGS, INC.2026-06-302026-08-15530,286$20,183,745None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-157,355$279,931None
Betterment LLC2026-06-302026-08-1556,615$2,155,000None
Engineers Gate Manager LP2026-06-302026-08-1522,292$848,434None
Orion Porfolio Solutions, LLC2026-06-302026-08-1550,173$1,909,591None
FLOW TRADERS U.S. LLC2026-06-302026-08-1548,602$1,850,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1530,414$1,157,557None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1530,251$1,151,353None
Ancora Advisors LLC2026-06-302026-08-152,098$79,852None
Medallion Wealth Advisors, LLC2026-06-302026-08-1523,588$897,692None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗HORAN Wealth, LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Kings Path Partners LLC ↗GILL CAPITAL PARTNERS, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗PIN OAK INVESTMENT ADVISORS INC ↗Strive Financial Group ,LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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