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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,105
shares
|
$105,663
0.04% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,007
shares
|
$102,328
0.0% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
2,890
shares
|
$98,346
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,800
shares
|
$95,284
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,681
shares
|
$91,234
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,531
shares
|
$86,129
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
2,445
shares
|
$83,203
0.03% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
2,236
shares
|
$76,091
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,233
shares
|
$75,988
0.0% of portfolio
|
Q4 2024
Reduced 31.88%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,211
shares
|
$75,240
0.01% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,210
shares
|
$75,206
0.0% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,078
shares
|
$70,714
0.0% of portfolio
|
Q2 2020
Added 3.2%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,913
shares
|
$65,099
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,728
shares
|
$58,803
0.01% of portfolio
|
Q1 2025
Added 1718.95%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,721
shares
|
$58,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,653
shares
|
$56,251
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
1,614
shares
|
$54,924
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,424
shares
|
$48,458
0.01% of portfolio
|
Q1 2025
Added 2125.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,422
shares
|
$48,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,422
shares
|
$48,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,381
shares
|
$46,995
0.04% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,329
shares
|
$45,225
0.0% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,325
shares
|
$45,089
0.01% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,306
shares
|
$44,443
0.02% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,236
shares
|
$42,061
0.0% of portfolio
|
Q2 2023
Added 42.07%
|