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 338 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 $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
133
shares
|
$3,875
0.0% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
128
shares
|
$3,729
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
123
shares
|
$3,584
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
106
shares
|
$3,088
0.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
103
shares
|
$3,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
100
shares
|
$2,914
0.0% of portfolio
|
Q1 2024
Reduced 33.77%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$2,914
0.0% of portfolio
|
Q1 2024
Reduced 89.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
95
shares
|
$2,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
95
shares
|
$2,768
0.0% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
88
shares
|
$2,564
0.0% of portfolio
|
Q4 2023
Added 1.15%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
88
shares
|
$2,564
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
87
shares
|
$2,535
0.0% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
77
shares
|
$2,243
0.0% of portfolio
|
Q4 2021
Added 64.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
77
shares
|
$2,243
0.0% of portfolio
|
Q3 2024
Reduced 88.12%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
72
shares
|
$2,098
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
65
shares
|
$1,894
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
63
shares
|
$1,835
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
53
shares
|
$1,544
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
52
shares
|
$1,515
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50
shares
|
$1,457
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
50
shares
|
$1,457
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
46
shares
|
$1,340
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
43
shares
|
$1,253
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
43
shares
|
$1,253
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
36
shares
|
$1,049
0.0% of portfolio
|
Q3 2024
Reduced 28.0%
|