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 427 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 $5.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,688
shares
|
$350,318
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
9,664
shares
|
$349,450
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
9,508
shares
|
$343,809
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
9,194
shares
|
$332,455
0.05% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
9,088
shares
|
$328,622
0.07% of portfolio
|
Q4 2023
Reduced 15.7%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
9,051
shares
|
$327,284
0.05% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
9,017
shares
|
$326,054
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,982
shares
|
$324,789
0.01% of portfolio
|
Q2 2025
Added 50.33%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,962
shares
|
$324,065
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
8,918
shares
|
$322,474
0.06% of portfolio
|
Q2 2025
Added 36.61%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,883
shares
|
$321,209
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,817
shares
|
$318,822
0.0% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
8,774
shares
|
$317,267
0.23% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
8,735
shares
|
$315,857
0.02% of portfolio
|
Q4 2021
Reduced 27.77%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,279
shares
|
$299,368
0.02% of portfolio
|
Q3 2025
Reduced 33.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
8,271
shares
|
$299,079
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,161
shares
|
$295,101
0.02% of portfolio
|
Q2 2025
Added 21.44%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
8,111
shares
|
$293,293
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
8,019
shares
|
$289,967
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,914
shares
|
$286,170
0.0% of portfolio
|
Q2 2025
Reduced 35.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
7,728
shares
|
$279,444
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
7,710
shares
|
$278,793
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
7,431
shares
|
$268,704
0.03% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
7,305
shares
|
$264,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
7,267
shares
|
$262,774
0.01% of portfolio
|
Q2 2025
Added 10.73%
|