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 $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
14,856
shares
|
$456,970
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,825
shares
|
$456,017
0.01% of portfolio
|
Q3 2024
Added 55.22%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
14,536
shares
|
$447,127
0.22% of portfolio
|
Q1 2024
Reduced 31.35%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,024
shares
|
$431,378
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,996
shares
|
$430,516
0.01% of portfolio
|
Q3 2024
Added 64.27%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
13,220
shares
|
$406,647
0.19% of portfolio
|
Q4 2020
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
13,042
shares
|
$401,171
0.07% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
12,800
shares
|
$393,728
0.11% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,706
shares
|
$390,836
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,307
shares
|
$378,563
0.0% of portfolio
|
Q3 2024
Reduced 65.67%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
12,216
shares
|
$375,764
0.15% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
11,907
shares
|
$366,259
0.3% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,761
shares
|
$361,768
0.02% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,602
shares
|
$356,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,566
shares
|
$355,770
0.09% of portfolio
|
Q2 2022
Reduced 69.78%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,537
shares
|
$354,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,487
shares
|
$353,340
0.0% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
11,306
shares
|
$347,772
0.01% of portfolio
|
Q3 2024
Added 73.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,235
shares
|
$345,588
0.0% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,896
shares
|
$335,160
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,828
shares
|
$333,069
0.0% of portfolio
|
Q3 2024
Added 47.64%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10,715
shares
|
$329,593
0.0% of portfolio
|
Q3 2024
Added 24.4%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,387
shares
|
$319,504
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
10,084
shares
|
$310,183
0.08% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
10,049
shares
|
$309,107
0.14% of portfolio
|
Q3 2024
Added 0.74%
|