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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
452
shares
|
$16,344
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
436
shares
|
$15,765
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
404
shares
|
$14,608
0.0% of portfolio
|
Q1 2025
Added 2144.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
402
shares
|
$14,536
0.0% of portfolio
|
Q1 2025
Added 1016.67%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
397
shares
|
$14,355
0.0% of portfolio
|
Q1 2025
Added 351.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
385
shares
|
$13,921
0.0% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
379
shares
|
$13,704
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
378
shares
|
$13,668
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
366
shares
|
$13,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
348
shares
|
$12,583
0.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
334
shares
|
$12,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
328
shares
|
$11,860
0.0% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
316
shares
|
$11,426
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
312
shares
|
$11,281
0.0% of portfolio
|
Q4 2024
Added 47.17%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
289
shares
|
$10,450
0.0% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
256
shares
|
$9,256
0.0% of portfolio
|
Q4 2022
Added 848.15%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
239
shares
|
$8,642
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
235
shares
|
$8,497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
232
shares
|
$8,389
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
231
shares
|
$8,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
209
shares
|
$7,557
0.0% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
203
shares
|
$7,340
0.0% of portfolio
|
Q1 2025
Added 62.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
193
shares
|
$6,978
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
185
shares
|
$6,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
175
shares
|
$6,327
0.0% of portfolio
|
Q3 2025
Reduced 18.6%
|