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 426 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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
7,267
shares
|
$262,774
0.01% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,257
shares
|
$262,413
0.0% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
7,252
shares
|
$262,232
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$261,581
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
7,155
shares
|
$258,724
0.29% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
7,128
shares
|
$257,748
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,070
shares
|
$255,651
0.01% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
7,043
shares
|
$254,674
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
6,932
shares
|
$250,661
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,924
shares
|
$250,371
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,840
shares
|
$247,334
0.01% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,658
shares
|
$240,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
6,392
shares
|
$231,134
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,386
shares
|
$230,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
6,367
shares
|
$230,230
0.02% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,245
shares
|
$225,819
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,241
shares
|
$225,674
0.01% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,903
shares
|
$213,452
0.01% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,669
shares
|
$204,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,612
shares
|
$202,929
0.01% of portfolio
|
Q3 2025
Reduced 51.63%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,574
shares
|
$201,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,565
shares
|
$201,230
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,490
shares
|
$198,518
0.0% of portfolio
|
Q1 2025
Added 53.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,275
shares
|
$190,743
0.0% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,064
shares
|
$183,114
0.0% of portfolio
|
Q2 2025
Added 7.08%
|