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 415 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 $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
120,408,653
shares
|
$4.31 Billion
0.71% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,497,114
shares
|
$89.3 Million
0.01% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
2,236,513
shares
|
$80 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,217,604
shares
|
$79.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,780,920
shares
|
$63.7 Million
2.53% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,751,536
shares
|
$62.7 Million
0.11% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,330,222
shares
|
$47.6 Million
5.3% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,305,819
shares
|
$46.7 Million
2.49% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,203,500
shares
|
$43 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,156,592
shares
|
$41.4 Million
0.04% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
770,490
shares
|
$27.6 Million
0.05% of portfolio
|
Q2 2025
Added 318.73%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
639,267
shares
|
$22.9 Million
0.08% of portfolio
|
Q2 2025
Added 2923.97%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
636,111
shares
|
$22.8 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
625,251
shares
|
$22.4 Million
1.43% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
603,420
shares
|
$21.6 Million
3.47% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
597,544
shares
|
$21.4 Million
3.34% of portfolio
|
Q2 2025
Added 34.79%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
585,637
shares
|
$20.9 Million
0.76% of portfolio
|
Q2 2025
Added 26387.43%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
571,159
shares
|
$20.4 Million
1.23% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
569,618
shares
|
$20.4 Million
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
561,672
shares
|
$20.1 Million
1.63% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
532,361
shares
|
$19 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
520,697
shares
|
$18.6 Million
2.07% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
468,365
shares
|
$16.8 Million
0.29% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
463,904
shares
|
$16.6 Million
0.05% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
451,600
shares
|
$16.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.32%
|