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 381 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
7,710
shares
|
$232,071
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,692
shares
|
$231,529
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
7,385
shares
|
$222,288
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$217,743
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
7,087
shares
|
$213,318
0.03% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,966
shares
|
$209,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
6,701
shares
|
$201,700
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,682
shares
|
$201,128
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
6,604
shares
|
$198,780
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,563
shares
|
$197,546
0.01% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,528
shares
|
$196,492
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,975
shares
|
$179,847
0.0% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,643
shares
|
$169,854
0.0% of portfolio
|
Q4 2024
Added 137.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
4,923
shares
|
$148,182
0.03% of portfolio
|
Q1 2025
Added 1074.94%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,849
shares
|
$145,954
0.01% of portfolio
|
Q2 2023
Reduced 22.65%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,729
shares
|
$142,342
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,210
shares
|
$126,721
0.1% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,956
shares
|
$119,075
0.0% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
3,609
shares
|
$108,630
0.05% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,607
shares
|
$108,570
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
3,597
shares
|
$108,269
0.06% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,578
shares
|
$107,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
3,442
shares
|
$103,604
0.03% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,369
shares
|
$101,406
0.0% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$99,600
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|