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 |
|---|---|---|---|---|---|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
14,890
shares
|
$538,422
0.22% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
14,851
shares
|
$537,012
0.04% of portfolio
|
Q3 2025
Added 24.76%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
14,341
shares
|
$518,570
0.22% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,960
shares
|
$504,793
0.13% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
13,946
shares
|
$504,287
0.03% of portfolio
|
Q2 2025
Added 81.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
13,923
shares
|
$503,455
0.0% of portfolio
|
Q2 2025
Reduced 50.2%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
13,680
shares
|
$494,668
0.2% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
13,164
shares
|
$476,010
0.0% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
13,162
shares
|
$475,937
0.02% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
12,947
shares
|
$468,163
0.31% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,888
shares
|
$466,030
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,706
shares
|
$459,448
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
12,186
shares
|
$440,645
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,161
shares
|
$439,741
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,991
shares
|
$433,594
0.0% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
11,978
shares
|
$433,124
0.0% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,566
shares
|
$418,226
0.09% of portfolio
|
Q2 2022
Reduced 69.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,055
shares
|
$399,748
0.0% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
11,006
shares
|
$397,976
0.01% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,896
shares
|
$393,999
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
10,824
shares
|
$391,395
0.01% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
10,703
shares
|
$387,020
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
10,441
shares
|
$377,546
0.14% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
9,900
shares
|
$357,983
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9,785
shares
|
$353,825
0.03% of portfolio
|
Q1 2025
New holding
|