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 376 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 $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,021
shares
|
$31,416
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,005
shares
|
$30,923
0.0% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
856
shares
|
$26,339
0.0% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
835
shares
|
$25,692
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$25,231
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$24,616
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
787
shares
|
$24,215
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
747
shares
|
$22,985
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$21,477
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
678
shares
|
$20,862
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
668
shares
|
$20,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$19,569
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
636
shares
|
$19,569
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
632
shares
|
$19,446
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
625
shares
|
$19,231
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
604
shares
|
$18,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
582
shares
|
$17,908
0.01% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
550
shares
|
$16,923
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
538
shares
|
$16,554
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
500
shares
|
$15,385
0.0% of portfolio
|
Q1 2023
Added 49900.0%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
465
shares
|
$14,308
0.0% of portfolio
|
Q4 2024
Reduced 24.39%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
462
shares
|
$14,215
0.0% of portfolio
|
Q4 2024
Added 541.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
456
shares
|
$14,031
0.0% of portfolio
|
Q4 2024
Added 57.24%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
452
shares
|
$13,908
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
419
shares
|
$12,892
0.0% of portfolio
|
Q4 2024
New holding
|