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 376 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 $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
19,887
shares
|
$611,922
0.09% of portfolio
|
Q4 2024
Added 30.66%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
19,787
shares
|
$608,845
0.36% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
19,254
shares
|
$592,445
0.03% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
19,234
shares
|
$591,830
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,190
shares
|
$590,476
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18,889
shares
|
$581,214
0.0% of portfolio
|
Q4 2024
Added 5802.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,662
shares
|
$574,229
0.11% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$567,860
0.31% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
17,927
shares
|
$551,613
0.05% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
17,533
shares
|
$539,490
0.05% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
17,183
shares
|
$528,720
0.33% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
17,172
shares
|
$528,382
0.17% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
16,648
shares
|
$512,258
0.17% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
16,491
shares
|
$507,428
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
16,307
shares
|
$501,766
0.0% of portfolio
|
Q4 2024
Added 73.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16,258
shares
|
$500,258
0.0% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
15,438
shares
|
$475,027
0.01% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
15,351
shares
|
$472,350
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
15,209
shares
|
$467,980
0.02% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
14,933
shares
|
$459,488
0.28% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
13,852
shares
|
$426,226
0.0% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
13,689
shares
|
$421,210
0.02% of portfolio
|
Q4 2024
Added 58.11%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
13,680
shares
|
$420,933
0.18% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,318
shares
|
$409,794
0.0% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
13,220
shares
|
$406,779
0.19% of portfolio
|
Q4 2020
New holding
|