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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
133,206
shares
|
$4.82 Million
0.19% of portfolio
|
Q2 2025
Added 1887.85%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
131,168
shares
|
$4.74 Million
0.52% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
130,135
shares
|
$4.71 Million
0.1% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
128,467
shares
|
$4.65 Million
0.82% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
121,897
shares
|
$4.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
119,322
shares
|
$4.31 Million
0.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
115,424
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Added 81.38%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
112,703
shares
|
$4.08 Million
1.41% of portfolio
|
Q2 2025
Reduced 55.19%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
108,233
shares
|
$3.91 Million
1.29% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
107,458
shares
|
$3.89 Million
0.63% of portfolio
|
Q3 2023
Added 4.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
106,406
shares
|
$3.85 Million
1.12% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
105,455
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
105,294
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
104,324
shares
|
$3.77 Million
0.3% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
102,798
shares
|
$3.72 Million
1.43% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
101,240
shares
|
$3.66 Million
0.3% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
98,836
shares
|
$3.57 Million
0.35% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
95,669
shares
|
$3.46 Million
0.13% of portfolio
|
Q3 2025
Added 258.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
91,243
shares
|
$3.3 Million
0.01% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
89,732
shares
|
$3.24 Million
1.12% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
83,283
shares
|
$3.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
83,188
shares
|
$3.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
79,156
shares
|
$2.86 Million
1.25% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
78,590
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,368
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.27%
|