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 377 institutions that hold shares in the stock, with a total of 165 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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
123,495,645
shares
|
$3.72 Billion
0.68% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
3,683,459
shares
|
$111 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,479,231
shares
|
$74.7 Million
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,123,860
shares
|
$64 Million
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,921,045
shares
|
$57.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,854,132
shares
|
$55.9 Million
2.57% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,362,426
shares
|
$41 Million
5.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,333,017
shares
|
$40.2 Million
2.52% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,222,881
shares
|
$36.8 Million
0.01% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
654,821
shares
|
$19.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
649,701
shares
|
$19.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
640,062
shares
|
$19.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
626,746
shares
|
$18.9 Million
1.44% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
625,251
shares
|
$18.8 Million
1.43% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
570,000
shares
|
$17.2 Million
3.27% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
560,423
shares
|
$16.9 Million
1.22% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
508,015
shares
|
$15.3 Million
2.03% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
496,644
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
490,861
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
445,413
shares
|
$13.4 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
443,326
shares
|
$13.4 Million
2.74% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
439,156
shares
|
$13.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
437,607
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Added 245.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,247
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
399,570
shares
|
$12 Million
1.97% of portfolio
|
Q1 2025
Added 19.84%
|