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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
34,192
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
33,059
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,985
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
32,350
shares
|
$1.17 Million
0.64% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
31,744
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
30,683
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
29,984
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
29,740
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2025
Added 40.75%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
29,227
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
29,195
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
28,545
shares
|
$1.03 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
28,443
shares
|
$1.03 Million
0.45% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
27,807
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
27,714
shares
|
$1 Million
0.38% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
27,465
shares
|
$993,134
0.7% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,305
shares
|
$951,188
0.03% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
25,957
shares
|
$938,605
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
25,183
shares
|
$910,617
0.07% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
24,681
shares
|
$892,464
0.12% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
24,283
shares
|
$878,073
0.21% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
24,258
shares
|
$877,169
0.03% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
23,922
shares
|
$865,019
0.02% of portfolio
|
Q2 2025
Added 75.63%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
23,493
shares
|
$849,506
0.23% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
22,240
shares
|
$804,198
0.06% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
21,268
shares
|
$769,050
0.02% of portfolio
|
Q2 2025
New holding
|