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 333 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
876
shares
|
$28,583
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
835
shares
|
$27,246
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$26,756
0.0% of portfolio
|
Q3 2022
New holding
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
750
shares
|
$24,472
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
747
shares
|
$24,374
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$22,775
0.01% of portfolio
|
Q1 2022
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
673
shares
|
$21,959
0.0% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
660
shares
|
$21,535
0.0% of portfolio
|
Q1 2024
Added 7233.33%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
648
shares
|
$21,144
0.0% of portfolio
|
Q2 2024
Added 369.57%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
648
shares
|
$21,144
0.0% of portfolio
|
Q2 2024
Added 20.45%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$20,752
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
636
shares
|
$20,752
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
632
shares
|
$20,622
0.0% of portfolio
|
Q2 2023
New holding
|
|
Godsey & Gibb Associates
|
Jul 23, 2024 Q2 2024 |
625
shares
|
$20,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
615
shares
|
$20,067
0.0% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
550
shares
|
$17,946
0.0% of portfolio
|
Q1 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
530
shares
|
$17,293
0.01% of portfolio
|
Q2 2024
Added 2.91%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
500
shares
|
$16,315
0.0% of portfolio
|
Q1 2023
Added 49900.0%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
452
shares
|
$14,748
0.01% of portfolio
|
Q4 2023
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
409
shares
|
$13,345
0.0% of portfolio
|
Q2 2024
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
379
shares
|
$12,366
0.01% of portfolio
|
Q2 2024
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
375
shares
|
$12,236
0.0% of portfolio
|
Q2 2024
Added 3.31%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
349
shares
|
$11,387
0.0% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
316
shares
|
$10,311
0.0% of portfolio
|
Q2 2023
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
308
shares
|
$10,050
0.0% of portfolio
|
Q2 2023
Reduced 8.88%
|