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 |
|---|---|---|---|---|---|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
446,527
shares
|
$16 Million
3.17% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,247
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
419,921
shares
|
$15 Million
2.06% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
395,868
shares
|
$14.2 Million
3.31% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
393,717
shares
|
$14.1 Million
0.01% of portfolio
|
Q2 2025
Added 76.95%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
375,874
shares
|
$13.4 Million
2.74% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
365,643
shares
|
$13.1 Million
0.93% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
357,912
shares
|
$12.8 Million
0.96% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
353,835
shares
|
$12.7 Million
2.4% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
324,582
shares
|
$11.6 Million
1.28% of portfolio
|
Q2 2025
Added 30.81%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
320,551
shares
|
$11.5 Million
0.59% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
318,008
shares
|
$11.4 Million
2.18% of portfolio
|
Q2 2025
Added 611453.88%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
314,379
shares
|
$11.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
307,572
shares
|
$11 Million
3.78% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
306,241
shares
|
$11 Million
0.07% of portfolio
|
Q2 2025
Added 371.43%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
290,285
shares
|
$10.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279,255
shares
|
$9.99 Million
3.51% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
276,879
shares
|
$9.9 Million
3.51% of portfolio
|
Q2 2025
Added 41.84%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
276,545
shares
|
$9.89 Million
5.62% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
269,984
shares
|
$9.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
262,753
shares
|
$9.4 Million
0.23% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
255,799
shares
|
$9.15 Million
7.88% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
243,450
shares
|
$8.71 Million
1.16% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
229,703
shares
|
$8.22 Million
4.5% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
224,889
shares
|
$8.04 Million
0.0% of portfolio
|
Q1 2025
Added 13.52%
|