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 401 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 $5.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,982
shares
|
$305,657
0.01% of portfolio
|
Q2 2025
Added 50.33%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,962
shares
|
$304,976
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
8,774
shares
|
$298,579
0.23% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,735
shares
|
$297,252
0.02% of portfolio
|
Q4 2021
Reduced 27.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,692
shares
|
$295,788
0.0% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
8,505
shares
|
$289,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
8,271
shares
|
$281,462
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
8,111
shares
|
$276,017
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
8,019
shares
|
$272,886
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
7,951
shares
|
$270,572
0.42% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
7,710
shares
|
$262,371
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,692
shares
|
$261,758
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,681
shares
|
$261,384
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,646
shares
|
$260,193
0.0% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
7,385
shares
|
$251,311
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
7,326
shares
|
$249,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
7,252
shares
|
$246,785
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$246,173
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
7,087
shares
|
$241,170
0.03% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
6,932
shares
|
$235,895
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,720
shares
|
$228,681
0.02% of portfolio
|
Q1 2025
Added 469.01%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,682
shares
|
$227,388
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
6,604
shares
|
$224,734
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,563
shares
|
$223,338
0.01% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,528
shares
|
$222,147
0.04% of portfolio
|
Q1 2025
New holding
|