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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
256
shares
|
$8,711
0.0% of portfolio
|
Q4 2022
Added 848.15%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
239
shares
|
$8,133
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
236
shares
|
$8,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
232
shares
|
$7,894
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
215
shares
|
$7,316
0.0% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
203
shares
|
$6,908
0.0% of portfolio
|
Q1 2025
Added 62.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
193
shares
|
$6,567
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
189
shares
|
$6,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
185
shares
|
$6,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
162
shares
|
$5,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
159
shares
|
$5,410
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
159
shares
|
$5,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
150
shares
|
$5,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
139
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
135
shares
|
$4,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
133
shares
|
$4,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
130
shares
|
$4,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
123
shares
|
$4,185
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
111
shares
|
$3,777
0.0% of portfolio
|
Q1 2025
Reduced 69.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
103
shares
|
$3,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
103
shares
|
$3,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
100
shares
|
$3,403
0.0% of portfolio
|
Q1 2024
Reduced 33.77%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$3,403
0.0% of portfolio
|
Q1 2024
Reduced 89.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
98
shares
|
$3,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
88
shares
|
$2,994
0.0% of portfolio
|
Q4 2023
Added 1.15%
|