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 |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,236
shares
|
$42,061
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,215
shares
|
$41,346
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,100
shares
|
$37,433
0.0% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,095
shares
|
$37,262
0.0% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,066
shares
|
$36,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,051
shares
|
$35,765
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,021
shares
|
$34,744
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
995
shares
|
$33,859
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
924
shares
|
$31,443
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
841
shares
|
$28,619
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
835
shares
|
$28,415
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$27,904
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
800
shares
|
$27,224
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
788
shares
|
$26,815
0.0% of portfolio
|
Q1 2025
Reduced 60.48%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
787
shares
|
$26,781
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
747
shares
|
$25,420
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
738
shares
|
$25,114
0.0% of portfolio
|
Q1 2025
Reduced 86.92%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$23,752
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
678
shares
|
$23,072
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
668
shares
|
$22,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
636
shares
|
$21,643
0.0% of portfolio
|
Q2 2025
Reduced 96.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$21,643
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
632
shares
|
$21,506
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
625
shares
|
$21,268
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
590
shares
|
$20,077
0.01% of portfolio
|
Q1 2025
Added 1.37%
|