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 344 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 $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
50,547
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
49,460
shares
|
$1.46 Million
0.23% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
48,443
shares
|
$1.43 Million
0.46% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.43 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
47,758
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 51.78%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
46,790
shares
|
$1.38 Million
0.21% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
46,281
shares
|
$1.37 Million
0.39% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
44,420
shares
|
$1.31 Million
0.57% of portfolio
|
Q4 2024
Added 69.29%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
44,214
shares
|
$1.31 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
44,094
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
43,594
shares
|
$1.29 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
42,086
shares
|
$1.24 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
40,660
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
38,547
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,997
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
33,860
shares
|
$1 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
32,288
shares
|
$954,756
0.31% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
31,906
shares
|
$943,460
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
30,990
shares
|
$916,374
0.01% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
29,991
shares
|
$886,833
0.0% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
29,971
shares
|
$886,242
0.11% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
29,859
shares
|
$882,930
0.09% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
29,598
shares
|
$875,212
0.0% of portfolio
|
Q3 2024
Reduced 31.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
28,586
shares
|
$845,288
0.37% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
27,714
shares
|
$819,502
0.37% of portfolio
|
Q4 2023
Reduced 16.14%
|