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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
239
shares
|
$7,201
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
232
shares
|
$6,990
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
229
shares
|
$6,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
194
shares
|
$5,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
193
shares
|
$5,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
192
shares
|
$5,784
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
185
shares
|
$5,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
180
shares
|
$5,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
175
shares
|
$5,272
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
162
shares
|
$4,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
159
shares
|
$4,790
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
150
shares
|
$4,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
133
shares
|
$4,007
0.0% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
125
shares
|
$3,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
123
shares
|
$3,705
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
121
shares
|
$3,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
103
shares
|
$3,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
100
shares
|
$3,013
0.0% of portfolio
|
Q1 2024
Reduced 33.77%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$3,013
0.0% of portfolio
|
Q1 2024
Reduced 89.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
98
shares
|
$2,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
95
shares
|
$2,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
88
shares
|
$2,651
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
88
shares
|
$2,651
0.0% of portfolio
|
Q4 2023
Added 1.15%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
87
shares
|
$2,621
0.0% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
77
shares
|
$2,320
0.0% of portfolio
|
Q4 2021
Added 64.94%
|