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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
2,230
shares
|
$80,636
0.02% of portfolio
|
Q3 2025
Reduced 56.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,078
shares
|
$75,140
0.0% of portfolio
|
Q2 2020
Added 3.2%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,038
shares
|
$73,694
0.0% of portfolio
|
Q2 2025
Reduced 32.22%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,789
shares
|
$64,690
0.02% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,763
shares
|
$63,750
0.0% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,721
shares
|
$62,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,684
shares
|
$60,893
0.01% of portfolio
|
Q3 2025
Reduced 47.34%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,653
shares
|
$59,772
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
1,592
shares
|
$57,566
0.02% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
1,457
shares
|
$52,685
0.03% of portfolio
|
Q3 2025
Added 1842.67%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,424
shares
|
$51,491
0.01% of portfolio
|
Q1 2025
Added 2125.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,422
shares
|
$51,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,389
shares
|
$50,226
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,383
shares
|
$50,009
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,329
shares
|
$48,056
0.0% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,315
shares
|
$47,550
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,306
shares
|
$47,224
0.02% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
1,285
shares
|
$46,465
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,236
shares
|
$44,693
0.0% of portfolio
|
Q2 2023
Added 42.07%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,229
shares
|
$44,440
0.0% of portfolio
|
Q2 2025
Added 1154.08%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,218
shares
|
$44,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,067
shares
|
$38,582
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,051
shares
|
$38,004
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,025
shares
|
$37,064
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,021
shares
|
$36,919
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|