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 401 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 $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
375,874
shares
|
$12.8 Million
2.74% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
365,643
shares
|
$12.4 Million
0.93% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
358,216
shares
|
$12.2 Million
4.04% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
357,912
shares
|
$12.2 Million
0.96% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
354,140
shares
|
$12.1 Million
0.23% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
346,230
shares
|
$11.8 Million
2.86% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
320,551
shares
|
$10.9 Million
0.59% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
319,125
shares
|
$10.9 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
307,572
shares
|
$10.5 Million
3.78% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
296,223
shares
|
$10.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279,255
shares
|
$9.5 Million
3.51% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
274,042
shares
|
$9.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
270,716
shares
|
$9.21 Million
3.46% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
261,074
shares
|
$8.88 Million
5.29% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
257,309
shares
|
$8.76 Million
4.59% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
251,527
shares
|
$8.56 Million
3.19% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
248,125
shares
|
$8.44 Million
0.98% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
242,839
shares
|
$8.26 Million
0.29% of portfolio
|
Q4 2024
Added 419.99%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
235,803
shares
|
$8.02 Million
1.14% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
234,552
shares
|
$7.98 Million
3.62% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
224,889
shares
|
$7.65 Million
0.0% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
223,005
shares
|
$7.59 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
222,500
shares
|
$7.57 Million
0.01% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
222,223
shares
|
$7.56 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
211,779
shares
|
$7.21 Million
0.54% of portfolio
|
Q1 2025
Reduced 10.13%
|