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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$217,960
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
7,087
shares
|
$213,531
0.03% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,966
shares
|
$209,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
6,701
shares
|
$201,901
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,682
shares
|
$201,328
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
6,604
shares
|
$198,978
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,563
shares
|
$197,743
0.01% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,528
shares
|
$196,688
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,975
shares
|
$180,026
0.0% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,643
shares
|
$170,023
0.0% of portfolio
|
Q4 2024
Added 137.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
4,923
shares
|
$148,329
0.03% of portfolio
|
Q1 2025
Added 1074.94%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,849
shares
|
$146,100
0.01% of portfolio
|
Q2 2023
Reduced 22.65%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,729
shares
|
$142,484
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,210
shares
|
$126,847
0.1% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,956
shares
|
$119,194
0.0% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
3,609
shares
|
$108,739
0.05% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,607
shares
|
$108,678
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
3,597
shares
|
$108,377
0.06% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,578
shares
|
$107,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,559
shares
|
$107,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
3,442
shares
|
$103,707
0.03% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$99,700
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,273
shares
|
$98,615
0.0% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
3,270
shares
|
$98,525
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,249
shares
|
$97,892
0.0% of portfolio
|
Q4 2024
Reduced 22.03%
|