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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
49,070
shares
|
$1.77 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
48,443
shares
|
$1.75 Million
0.51% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.75 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
47,833
shares
|
$1.73 Million
0.27% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
46,252
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
46,205
shares
|
$1.67 Million
0.49% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
45,909
shares
|
$1.66 Million
0.81% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
44,682
shares
|
$1.62 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
44,395
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
43,555
shares
|
$1.57 Million
0.55% of portfolio
|
Q2 2025
Added 240.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
43,332
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 5398.98%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
42,779
shares
|
$1.55 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
42,680
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
42,509
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
42,271
shares
|
$1.53 Million
0.29% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
41,818
shares
|
$1.51 Million
0.76% of portfolio
|
Q2 2025
Added 418080.0%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
41,745
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
40,671
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 44.54%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
40,471
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
38,537
shares
|
$1.39 Million
2.07% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
38,068
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
36,794
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
36,766
shares
|
$1.33 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
36,051
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
35,605
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 282.32%
|