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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,329
shares
|
$40,042
0.0% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,236
shares
|
$37,240
0.0% of portfolio
|
Q2 2023
Added 42.07%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,220
shares
|
$36,758
0.01% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,215
shares
|
$36,607
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,188
shares
|
$35,794
0.0% of portfolio
|
Q4 2024
Added 88.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,181
shares
|
$35,583
0.0% of portfolio
|
Q4 2024
Added 5268.18%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,145
shares
|
$34,498
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$33,143
0.0% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,095
shares
|
$32,992
0.0% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,066
shares
|
$32,118
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,051
shares
|
$31,666
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,021
shares
|
$30,762
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,005
shares
|
$30,280
0.0% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
924
shares
|
$27,840
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
841
shares
|
$25,339
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
835
shares
|
$25,158
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$24,706
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
800
shares
|
$24,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
787
shares
|
$23,712
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
747
shares
|
$22,507
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$21,030
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
678
shares
|
$20,428
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
668
shares
|
$20,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$19,162
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
632
shares
|
$19,042
0.0% of portfolio
|
Q2 2023
New holding
|