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 383 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
88
shares
|
$2,648
0.0% of portfolio
|
Q4 2023
Added 1.15%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
87
shares
|
$2,618
0.0% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
77
shares
|
$2,317
0.0% of portfolio
|
Q3 2024
Reduced 88.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
77
shares
|
$2,317
0.0% of portfolio
|
Q4 2021
Added 64.94%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
70
shares
|
$2,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
68
shares
|
$2,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
65
shares
|
$1,956
0.0% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
65
shares
|
$1,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
65
shares
|
$1,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
64
shares
|
$1,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
53
shares
|
$1,595
0.0% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
52
shares
|
$1,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,565
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
50
shares
|
$1,505
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50
shares
|
$1,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
44
shares
|
$1,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
43
shares
|
$1,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
38
shares
|
$1,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
37
shares
|
$1,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
36
shares
|
$1,083
0.0% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
33
shares
|
$993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
27
shares
|
$812
0.0% of portfolio
|
Q1 2022
Reduced 12.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
22
shares
|
$662
0.0% of portfolio
|
Q1 2025
Reduced 48.84%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
16
shares
|
$481
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
10
shares
|
$301
0.77% of portfolio
|
Q1 2025
Reduced 99.98%
|