Schwab Fndmntl US SM CompSFSNX
13F holders, Q3 2024 (September 30)2holders
0new positions
0sold out
$1.03avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Schwab Fndmntl US SM Comp (SFSNX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were West Oak Capital, LLC ($500) and Game Plan Financial Advisors, LLC ($390).
- Company
- Schwab Fndmntl US SM Comp
- CUSIP
- 808509418
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1 shares bought, net +1 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| West Oak Capital, LLC | 0.00% | No change | 839 | $500 |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.8% | 22 | $390 |
"% of holder's portfolio" is SFSNX's weight in each manager's 13F, not the share of Schwab Fndmntl US SM Comp the manager owns.