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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
4,519
shares
|
$163,407
0.11% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,467
shares
|
$161,526
0.0% of portfolio
|
Q2 2025
Added 42.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,281
shares
|
$154,800
0.0% of portfolio
|
Q2 2025
Added 252.35%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
3,625
shares
|
$131,080
0.05% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,620
shares
|
$130,899
0.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,607
shares
|
$130,429
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,510
shares
|
$126,921
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,320
shares
|
$120,051
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$119,653
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,293
shares
|
$119,074
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,200
shares
|
$115,711
0.08% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,108
shares
|
$112,385
0.01% of portfolio
|
Q1 2024
Reduced 10.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
2,911
shares
|
$105,261
0.23% of portfolio
|
Q3 2025
Reduced 92.45%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,824
shares
|
$102,115
0.04% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,800
shares
|
$101,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,774
shares
|
$100,307
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
2,681
shares
|
$96,944
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,644
shares
|
$95,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,388
shares
|
$86,350
0.0% of portfolio
|
Q2 2025
Reduced 31.32%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,356
shares
|
$85,192
0.02% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,290
shares
|
$82,806
0.01% of portfolio
|
Q2 2025
Added 114.82%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,259
shares
|
$81,685
0.03% of portfolio
|
Q3 2025
Reduced 27.25%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2,236
shares
|
$80,853
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,233
shares
|
$80,745
0.0% of portfolio
|
Q4 2024
Reduced 31.88%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
2,230
shares
|
$80,636
0.02% of portfolio
|
Q3 2025
Reduced 56.93%
|