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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
625
shares
|
$18,831
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
590
shares
|
$17,776
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
550
shares
|
$16,571
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
538
shares
|
$16,209
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$15,065
0.0% of portfolio
|
Q1 2023
Added 49900.0%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
465
shares
|
$14,010
0.0% of portfolio
|
Q4 2024
Reduced 24.39%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
462
shares
|
$13,920
0.0% of portfolio
|
Q4 2024
Added 541.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
456
shares
|
$13,739
0.0% of portfolio
|
Q4 2024
Added 57.24%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
452
shares
|
$13,618
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
404
shares
|
$12,172
0.01% of portfolio
|
Q1 2025
Added 2144.44%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
379
shares
|
$11,419
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
377
shares
|
$11,359
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
369
shares
|
$11,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
367
shares
|
$11,057
0.0% of portfolio
|
Q4 2024
Reduced 79.77%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
349
shares
|
$10,515
0.0% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
334
shares
|
$10,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
329
shares
|
$9,912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
316
shares
|
$9,521
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
312
shares
|
$9,400
0.0% of portfolio
|
Q4 2024
Added 47.17%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
308
shares
|
$9,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
308
shares
|
$9,280
0.0% of portfolio
|
Q2 2023
Reduced 8.88%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
294
shares
|
$8,858
0.0% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
290
shares
|
$8,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
289
shares
|
$8,707
0.0% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
256
shares
|
$7,713
0.0% of portfolio
|
Q4 2022
Added 848.15%
|