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 415 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
123
shares
|
$4,399
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
118
shares
|
$4,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
111
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
Reduced 69.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
103
shares
|
$3,684
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
100
shares
|
$3,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
100
shares
|
$3,577
0.0% of portfolio
|
Q1 2024
Reduced 89.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
95
shares
|
$3,398
0.0% of portfolio
|
Q2 2025
Reduced 94.5%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
95
shares
|
$3,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
88
shares
|
$3,147
0.0% of portfolio
|
Q4 2023
Added 1.15%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
87
shares
|
$3,111
0.0% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
77
shares
|
$2,754
0.0% of portfolio
|
Q4 2021
Added 64.94%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
75
shares
|
$2,682
0.0% of portfolio
|
Q2 2025
Reduced 68.22%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
74
shares
|
$2,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
72
shares
|
$2,575
0.0% of portfolio
|
Q2 2025
Reduced 84.42%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
71
shares
|
$2,539
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
71
shares
|
$2,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
65
shares
|
$2,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
52
shares
|
$1,860
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
50
shares
|
$1,788
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50
shares
|
$1,788
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
49
shares
|
$1,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
48
shares
|
$1,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
44
shares
|
$1,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
43
shares
|
$1,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$1,538
0.0% of portfolio
|
Q2 2025
Added 95.45%
|