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 337 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 $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,051
shares
|
$32,328
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,027
shares
|
$31,590
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,021
shares
|
$31,405
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
960
shares
|
$29,529
0.01% of portfolio
|
Q2 2024
Reduced 23.02%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
931
shares
|
$28,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
877
shares
|
$26,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
835
shares
|
$25,684
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$25,223
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
800
shares
|
$24,608
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
780
shares
|
$23,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
757
shares
|
$23,285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
747
shares
|
$22,977
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$21,470
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
678
shares
|
$20,855
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
636
shares
|
$19,563
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$19,563
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
632
shares
|
$19,440
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
630
shares
|
$19,378
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
625
shares
|
$19,225
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
615
shares
|
$18,917
0.0% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
550
shares
|
$16,918
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
544
shares
|
$16,733
0.0% of portfolio
|
Q3 2024
Reduced 99.25%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
538
shares
|
$16,548
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
530
shares
|
$16,302
0.01% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
500
shares
|
$15,380
0.0% of portfolio
|
Q1 2023
Added 49900.0%
|