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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
995
shares
|
$35,979
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
986
shares
|
$35,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
931
shares
|
$33,664
0.0% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
882
shares
|
$31,893
0.0% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
835
shares
|
$30,193
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$29,651
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
802
shares
|
$29,000
0.0% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
800
shares
|
$28,927
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
799
shares
|
$28,891
0.01% of portfolio
|
Q3 2025
Reduced 35.36%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
747
shares
|
$27,011
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$25,239
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
678
shares
|
$24,516
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
673
shares
|
$24,335
0.0% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
668
shares
|
$24,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
651
shares
|
$23,540
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$22,997
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
632
shares
|
$22,853
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
560
shares
|
$20,249
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
554
shares
|
$20,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
538
shares
|
$19,454
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
537
shares
|
$19,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
528
shares
|
$19,092
0.0% of portfolio
|
Q1 2025
Added 130.57%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
461
shares
|
$16,669
0.0% of portfolio
|
Q3 2025
Reduced 26.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
458
shares
|
$16,561
0.0% of portfolio
|
Q2 2025
Reduced 37.94%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
456
shares
|
$16,488
0.0% of portfolio
|
Q4 2024
Added 57.24%
|