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 351 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $4.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,849
shares
|
$143,869
0.01% of portfolio
|
Q2 2023
Reduced 22.65%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,584
shares
|
$136,007
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,448
shares
|
$131,972
0.0% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,215
shares
|
$125,059
0.0% of portfolio
|
Q3 2024
Reduced 82.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,050
shares
|
$120,163
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
3,614
shares
|
$107,227
0.04% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,607
shares
|
$107,019
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,597
shares
|
$106,722
0.06% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$98,178
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,298
shares
|
$97,851
0.03% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,249
shares
|
$96,397
0.0% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,200
shares
|
$94,944
0.08% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,108
shares
|
$92,214
0.01% of portfolio
|
Q1 2024
Reduced 10.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,935
shares
|
$87,081
0.0% of portfolio
|
Q3 2024
Added 46.31%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,906
shares
|
$86,221
0.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,800
shares
|
$83,076
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,755
shares
|
$81,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,547
shares
|
$75,569
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$74,175
0.03% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,374
shares
|
$70,436
0.0% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,295
shares
|
$68,092
0.01% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,238
shares
|
$66,401
0.0% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
2,236
shares
|
$66,342
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,233
shares
|
$66,253
0.0% of portfolio
|
Q4 2024
Reduced 31.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,222
shares
|
$65,926
0.03% of portfolio
|
Q4 2024
Reduced 4.51%
|