Schwab Fndmntl US SM CompSFSNX
13F holders, Q4 2024 (December 31)1holders −1
0new positions
1sold out
$17.73avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Schwab Fndmntl US SM Comp (SFSNX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holder was 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $500 |
All 13F filers, Q3 2024 → Q4 2024: 839 shares sold, net −839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Game Plan Financial Advisors, LLC | 0.00% | No change | 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.