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 318 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 $4.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
379,944
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2024
Added 9.33%
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
373,549
shares
|
$11 Million
1.36% of portfolio
|
Q1 2024
Added 3.68%
|
|
Moller Financial Services
|
Jul 01, 2024 Q2 2024 |
332,782
shares
|
$9.84 Million
2.63% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
328,692
shares
|
$9.72 Million
0.15% of portfolio
|
Q1 2024
Added 14.91%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
319,843
shares
|
$9.46 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
313,708
shares
|
$9.28 Million
0.84% of portfolio
|
Q1 2024
Added 11.77%
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
309,844
shares
|
$9.16 Million
0.42% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
307,337
shares
|
$9.09 Million
0.99% of portfolio
|
Q1 2024
Added 10.89%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
301,813
shares
|
$8.92 Million
1.51% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
Seven Springs Wealth Group, LLC
|
May 07, 2024 Q1 2024 |
300,323
shares
|
$8.88 Million
3.28% of portfolio
|
Q1 2024
Added 2.13%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
295,185
shares
|
$8.73 Million
2.88% of portfolio
|
Q1 2024
Added 3.29%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
278,790
shares
|
$8.24 Million
0.58% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
Prairiewood Capital, LLC
|
Apr 26, 2024 Q1 2024 |
271,962
shares
|
$8.04 Million
3.55% of portfolio
|
Q1 2024
Added 12.14%
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 13, 2024 Q1 2024 |
268,711
shares
|
$7.95 Million
2.04% of portfolio
|
Q1 2024
Added 0.37%
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2024 Q1 2024 |
258,598
shares
|
$7.65 Million
1.25% of portfolio
|
Q1 2024
Added 10.89%
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 15, 2024 Q1 2024 |
255,031
shares
|
$7.54 Million
3.0% of portfolio
|
Q1 2024
Added 4.67%
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 11, 2024 Q1 2024 |
251,903
shares
|
$7.45 Million
4.72% of portfolio
|
Q1 2024
Added 5.44%
|
|
Rhs Financial, LLC
|
Apr 17, 2024 Q1 2024 |
237,604
shares
|
$7.03 Million
3.87% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
232,666
shares
|
$6.88 Million
0.07% of portfolio
|
Q1 2024
Reduced 8.19%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
219,173
shares
|
$6.48 Million
1.19% of portfolio
|
Q1 2024
Added 0.9%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
216,661
shares
|
$6.41 Million
0.01% of portfolio
|
Q1 2024
Reduced 19.52%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
201,525
shares
|
$5.96 Million
0.42% of portfolio
|
Q1 2024
Added 40.09%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
196,883
shares
|
$5.82 Million
0.0% of portfolio
|
Q1 2024
Added 3.52%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
190,597
shares
|
$5.64 Million
0.06% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
186,948
shares
|
$5.53 Million
2.25% of portfolio
|
Q1 2024
Added 8.15%
|