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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
550
shares
|
$18,716
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
538
shares
|
$18,308
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
537
shares
|
$18,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
528
shares
|
$17,967
0.0% of portfolio
|
Q1 2025
Added 130.57%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
523
shares
|
$17,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
505
shares
|
$17,185
0.0% of portfolio
|
Q1 2025
Added 279.7%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$17,015
0.0% of portfolio
|
Q1 2023
Added 49900.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
459
shares
|
$15,619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
456
shares
|
$15,517
0.0% of portfolio
|
Q4 2024
Added 57.24%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
452
shares
|
$15,381
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
441
shares
|
$15,007
0.0% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
404
shares
|
$13,748
0.01% of portfolio
|
Q1 2025
Added 2144.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
402
shares
|
$13,680
0.0% of portfolio
|
Q1 2025
Added 1016.67%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
397
shares
|
$13,509
0.0% of portfolio
|
Q1 2025
Added 351.14%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
379
shares
|
$12,897
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
377
shares
|
$12,829
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
369
shares
|
$12,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
367
shares
|
$12,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
349
shares
|
$11,876
0.0% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
334
shares
|
$11,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
316
shares
|
$10,753
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
312
shares
|
$10,617
0.0% of portfolio
|
Q4 2024
Added 47.17%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
289
shares
|
$9,834
0.0% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
286
shares
|
$9,732
0.0% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
276
shares
|
$9,392
0.0% of portfolio
|
Q1 2025
New holding
|