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 383 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
10,241
shares
|
$308,254
0.05% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
10,002
shares
|
$301,060
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
9,948
shares
|
$299,434
0.05% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
9,900
shares
|
$297,990
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
9,856
shares
|
$296,665
0.01% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,832
shares
|
$295,943
0.0% of portfolio
|
Q4 2024
Added 44.97%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,576
shares
|
$288,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,560
shares
|
$287,756
0.01% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,220
shares
|
$277,522
0.01% of portfolio
|
Q4 2024
Reduced 37.81%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
9,088
shares
|
$273,548
0.07% of portfolio
|
Q4 2023
Reduced 15.7%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
9,065
shares
|
$272,856
0.24% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9,028
shares
|
$271,742
0.01% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,962
shares
|
$269,756
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,735
shares
|
$262,923
0.02% of portfolio
|
Q4 2021
Reduced 27.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,692
shares
|
$261,629
0.0% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,516
shares
|
$256,331
0.02% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
8,277
shares
|
$249,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
8,238
shares
|
$247,963
0.0% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,201
shares
|
$246,850
0.0% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,148
shares
|
$245,254
0.0% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
8,111
shares
|
$244,141
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
8,019
shares
|
$241,371
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,891
shares
|
$237,519
0.27% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
7,788
shares
|
$234,418
0.02% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
7,710
shares
|
$232,071
0.02% of portfolio
|
Q3 2024
Added 2.01%
|