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 427 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 |
|---|---|---|---|---|---|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
71
shares
|
$2,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
71
shares
|
$2,567
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
65
shares
|
$2,350
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
52
shares
|
$1,880
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50
shares
|
$1,807
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
50
shares
|
$1,807
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
49
shares
|
$1,771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
48
shares
|
$1,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
47
shares
|
$1,699
0.0% of portfolio
|
Q3 2025
Reduced 91.01%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
44
shares
|
$1,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
43
shares
|
$1,554
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$1,554
0.0% of portfolio
|
Q2 2025
Added 95.45%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
43
shares
|
$1,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
38
shares
|
$1,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
37
shares
|
$1,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
37
shares
|
$1,337
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
37
shares
|
$1,337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
35
shares
|
$1,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
27
shares
|
$976
0.0% of portfolio
|
Q1 2022
Reduced 12.9%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
26
shares
|
$940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
24
shares
|
$867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
19
shares
|
$687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
3
shares
|
$108
0.0% of portfolio
|
Q1 2024
New holding
|