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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,678
shares
|
$747,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
20,664
shares
|
$747,210
0.44% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,641
shares
|
$746,378
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,037
shares
|
$724,537
0.0% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
19,679
shares
|
$711,592
0.01% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
19,312
shares
|
$698,321
0.0% of portfolio
|
Q2 2025
Added 68.03%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,301
shares
|
$697,924
0.0% of portfolio
|
Q2 2025
Reduced 85.43%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
19,078
shares
|
$689,860
0.14% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,056
shares
|
$689,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
18,697
shares
|
$676,083
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,662
shares
|
$674,817
0.11% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$667,332
0.31% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
18,262
shares
|
$660,353
0.15% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
18,052
shares
|
$652,760
0.02% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
17,502
shares
|
$632,872
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
17,293
shares
|
$625,314
0.34% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
17,172
shares
|
$620,939
0.14% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
17,155
shares
|
$620,324
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
17,041
shares
|
$616,202
0.35% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,829
shares
|
$608,536
0.01% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,595
shares
|
$563,915
0.0% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,585
shares
|
$563,553
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
15,337
shares
|
$554,585
0.02% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
15,233
shares
|
$550,825
0.23% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
15,022
shares
|
$543,195
0.17% of portfolio
|
Q2 2025
Added 13.63%
|