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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
73,613
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
73,109
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Added 25462.59%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
72,935
shares
|
$2.64 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
70,474
shares
|
$2.55 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
70,474
shares
|
$2.55 Million
0.35% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
69,797
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
69,060
shares
|
$2.5 Million
0.33% of portfolio
|
Q3 2025
Added 258.38%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
68,456
shares
|
$2.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
68,145
shares
|
$2.46 Million
0.34% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
66,791
shares
|
$2.42 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
66,720
shares
|
$2.41 Million
0.1% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
65,876
shares
|
$2.38 Million
0.49% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
64,929
shares
|
$2.35 Million
0.46% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
63,644
shares
|
$2.3 Million
0.27% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
63,320
shares
|
$2.29 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
62,968
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
60,901
shares
|
$2.2 Million
0.97% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
59,124
shares
|
$2.14 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
57,321
shares
|
$2.07 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
55,282
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
53,926
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2023
Added 6.89%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
53,345
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 167.25%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
52,033
shares
|
$1.88 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
51,295
shares
|
$1.85 Million
0.88% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
51,108
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.6%
|