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 337 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $4.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
24,763
shares
|
$757,747
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
24,069
shares
|
$736,511
0.12% of portfolio
|
Q3 2024
Added 21.38%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
23,500
shares
|
$719,100
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
22,967
shares
|
$702,790
0.03% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
22,300
shares
|
$682,380
0.0% of portfolio
|
Q3 2024
Added 28.92%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
21,541
shares
|
$659,154
0.1% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
20,831
shares
|
$637,428
0.06% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
20,810
shares
|
$636,786
0.35% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,641
shares
|
$631,614
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
20,589
shares
|
$630,023
0.17% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,450
shares
|
$625,770
0.09% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
19,741
shares
|
$604,074
0.5% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
19,250
shares
|
$589,050
0.12% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
19,033
shares
|
$582,409
0.32% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
18,955
shares
|
$580,023
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
18,779
shares
|
$574,637
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
18,333
shares
|
$560,989
0.31% of portfolio
|
Q3 2024
Added 205.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
17,550
shares
|
$537,030
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
17,533
shares
|
$536,509
0.05% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
17,530
shares
|
$536,418
0.0% of portfolio
|
Q3 2024
Added 73.91%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
17,470
shares
|
$534,582
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
16,529
shares
|
$505,787
0.38% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
15,478
shares
|
$473,626
0.33% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
15,221
shares
|
$465,762
0.08% of portfolio
|
Q3 2024
Reduced 22.59%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
14,914
shares
|
$456,368
0.17% of portfolio
|
Q3 2024
Added 3.41%
|