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 402 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 $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
6,392
shares
|
$217,519
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,386
shares
|
$217,315
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
6,367
shares
|
$216,669
0.02% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,349
shares
|
$216,056
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
6,241
shares
|
$212,381
0.01% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,842
shares
|
$198,803
0.01% of portfolio
|
Q1 2025
Added 132.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,490
shares
|
$186,824
0.0% of portfolio
|
Q1 2025
Added 53.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,250
shares
|
$178,657
0.01% of portfolio
|
Q1 2025
Reduced 65.48%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
5,178
shares
|
$176,207
0.05% of portfolio
|
Q2 2025
Added 324.43%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,729
shares
|
$160,927
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,211
shares
|
$143,300
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
4,210
shares
|
$143,266
0.1% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,625
shares
|
$123,358
0.05% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,607
shares
|
$122,746
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
3,597
shares
|
$122,405
0.06% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,510
shares
|
$119,445
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,477
shares
|
$118,322
0.0% of portfolio
|
Q1 2025
Reduced 94.81%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,383
shares
|
$115,123
0.0% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$112,605
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,273
shares
|
$111,380
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,249
shares
|
$110,563
0.0% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,200
shares
|
$108,896
0.08% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
3,198
shares
|
$108,827
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,133
shares
|
$106,615
0.0% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,108
shares
|
$105,765
0.01% of portfolio
|
Q1 2024
Reduced 10.92%
|