Institutional Ownership Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE). We have compiled data on the 411 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
121,712,902
shares
|
$4.11 Billion
0.72% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
3,212,675
shares
|
$108 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,342,010
shares
|
$79 Million
0.01% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,019,391
shares
|
$68.2 Million
0.01% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,780,920
shares
|
$60.1 Million
2.53% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,652,939
shares
|
$55.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,330,222
shares
|
$44.9 Million
5.3% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,305,819
shares
|
$44.1 Million
2.49% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,203,500
shares
|
$40.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
906,601
shares
|
$30.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 54.03%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
900,255
shares
|
$30.4 Million
0.03% of portfolio
|
Q1 2025
Added 38.56%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
636,111
shares
|
$21.5 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
625,251
shares
|
$21.1 Million
1.43% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
623,007
shares
|
$21 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
603,420
shares
|
$20.4 Million
3.47% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
597,544
shares
|
$20.2 Million
3.34% of portfolio
|
Q2 2025
Added 34.79%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
571,159
shares
|
$19.3 Million
1.23% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
561,672
shares
|
$19 Million
1.63% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
553,171
shares
|
$18.7 Million
0.01% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
516,443
shares
|
$17.4 Million
2.16% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
463,904
shares
|
$15.7 Million
0.05% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
451,600
shares
|
$15.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,247
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
419,921
shares
|
$14.2 Million
2.06% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
413,155
shares
|
$13.9 Million
3.05% of portfolio
|
Q1 2025
Added 18.16%
|