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 344 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 $4.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,525
shares
|
$221,611
0.01% of portfolio
|
Q2 2024
Added 15.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,464
shares
|
$219,814
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
7,430
shares
|
$218,813
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,236
shares
|
$213,100
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$213,041
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,176
shares
|
$211,333
0.0% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,950
shares
|
$204,677
0.0% of portfolio
|
Q3 2024
Added 150.18%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
6,842
shares
|
$201,496
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,782
shares
|
$199,729
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,732
shares
|
$198,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,573
shares
|
$193,574
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,506
shares
|
$191,601
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,449
shares
|
$189,923
0.0% of portfolio
|
Q3 2024
Reduced 38.3%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,423
shares
|
$189,157
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,419
shares
|
$189,039
0.0% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,611
shares
|
$165,243
0.0% of portfolio
|
Q3 2024
Added 26.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,904
shares
|
$144,422
0.0% of portfolio
|
Q3 2024
Added 24.59%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,849
shares
|
$142,803
0.01% of portfolio
|
Q2 2023
Reduced 22.65%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,584
shares
|
$134,998
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,448
shares
|
$130,993
0.0% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,215
shares
|
$124,131
0.0% of portfolio
|
Q3 2024
Reduced 82.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,050
shares
|
$119,272
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
3,614
shares
|
$106,432
0.04% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,607
shares
|
$106,226
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,597
shares
|
$105,931
0.06% of portfolio
|
Q4 2024
Added 3.96%
|