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 383 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
64,517
shares
|
$1.94 Million
0.1% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
64,333
shares
|
$1.94 Million
1.5% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
64,028
shares
|
$1.93 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
62,303
shares
|
$1.88 Million
0.28% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
60,694
shares
|
$1.83 Million
0.97% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
60,291
shares
|
$1.81 Million
0.8% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
53,926
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2023
Added 6.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
53,631
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
53,596
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 50.18%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
52,344
shares
|
$1.58 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
51,295
shares
|
$1.54 Million
1.03% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
51,227
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.52%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
49,460
shares
|
$1.49 Million
0.23% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
48,443
shares
|
$1.46 Million
0.46% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.45 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
47,833
shares
|
$1.44 Million
0.27% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
47,703
shares
|
$1.44 Million
2.68% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
46,132
shares
|
$1.39 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
45,531
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
45,433
shares
|
$1.37 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
43,600
shares
|
$1.31 Million
0.77% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
43,594
shares
|
$1.31 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
42,271
shares
|
$1.27 Million
0.3% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
41,173
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
40,981
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|