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 337 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
190,568
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2024
Added 606.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
189,507
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
184,823
shares
|
$5.69 Million
4.18% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
181,512
shares
|
$5.58 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
180,638
shares
|
$5.56 Million
0.09% of portfolio
|
Q4 2022
Reduced 5.09%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
162,560
shares
|
$5 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
159,474
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
157,010
shares
|
$4.83 Million
0.23% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
148,750
shares
|
$4.58 Million
1.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
131,684
shares
|
$4.05 Million
2.02% of portfolio
|
Q3 2024
Added 67.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
126,674
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
125,090
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
124,327
shares
|
$3.82 Million
0.12% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
119,668
shares
|
$3.68 Million
0.11% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
115,361
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
114,334
shares
|
$3.52 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
109,957
shares
|
$3.38 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
108,563
shares
|
$3.34 Million
0.71% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
107,473
shares
|
$3.31 Million
0.64% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
107,458
shares
|
$3.31 Million
0.63% of portfolio
|
Q3 2023
Added 4.71%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
106,133
shares
|
$3.26 Million
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
99,587
shares
|
$3.06 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
97,167
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
95,678
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
89,632
shares
|
$2.76 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.33%
|