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 338 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 $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
123,882,095
shares
|
$3.61 Billion
0.78% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
3,695,999
shares
|
$108 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,472,869
shares
|
$72.1 Million
0.14% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,119,494
shares
|
$61.8 Million
0.01% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,910,527
shares
|
$55.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,850,004
shares
|
$53.9 Million
2.84% of portfolio
|
Q3 2024
Added 92.97%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,352,343
shares
|
$39.4 Million
5.27% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,326,394
shares
|
$38.7 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,059,930
shares
|
$30.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,044,399
shares
|
$30.4 Million
0.01% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,028,604
shares
|
$30 Million
0.05% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
708,816
shares
|
$20.7 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
625,289
shares
|
$18.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
619,846
shares
|
$18.1 Million
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
610,502
shares
|
$17.8 Million
1.96% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
582,924
shares
|
$17 Million
3.58% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
570,035
shares
|
$16.6 Million
1.29% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
553,146
shares
|
$16.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
497,003
shares
|
$14.5 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
445,950
shares
|
$13 Million
1.07% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,247
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
409,674
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
400,017
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
368,890
shares
|
$10.7 Million
0.04% of portfolio
|
Q3 2024
Added 644.56%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
368,821
shares
|
$10.7 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.88%
|