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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
357,800
shares
|
$10.4 Million
1.45% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
341,723
shares
|
$9.96 Million
1.08% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
339,897
shares
|
$9.9 Million
0.47% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
333,500
shares
|
$9.72 Million
0.26% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
333,262
shares
|
$9.71 Million
2.69% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
331,356
shares
|
$9.66 Million
0.94% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
323,779
shares
|
$9.43 Million
1.66% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
319,042
shares
|
$9.3 Million
2.68% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
303,795
shares
|
$8.85 Million
3.67% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
302,332
shares
|
$8.81 Million
0.55% of portfolio
|
Q3 2024
Reduced 27.69%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
301,140
shares
|
$8.78 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
274,345
shares
|
$7.99 Million
3.06% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
271,144
shares
|
$7.9 Million
3.71% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
261,066
shares
|
$7.61 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
253,623
shares
|
$7.39 Million
5.39% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
247,919
shares
|
$7.22 Million
0.0% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
247,393
shares
|
$7.21 Million
4.13% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
244,333
shares
|
$7.12 Million
1.3% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
229,557
shares
|
$6.69 Million
3.85% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
226,357
shares
|
$6.6 Million
0.06% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
216,056
shares
|
$6.3 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
215,660
shares
|
$6.28 Million
1.84% of portfolio
|
Q3 2024
Added 230.67%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
205,945
shares
|
$6 Million
0.43% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
194,753
shares
|
$5.68 Million
2.03% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
190,568
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2024
Added 606.57%
|