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 $5.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
207,565
shares
|
$7.06 Million
0.37% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
195,306
shares
|
$6.65 Million
0.04% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
195,200
shares
|
$6.64 Million
2.57% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
189,899
shares
|
$6.46 Million
0.39% of portfolio
|
Q2 2025
Added 36.07%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
187,199
shares
|
$6.37 Million
4.1% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
186,670
shares
|
$6.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
181,512
shares
|
$6.18 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
180,638
shares
|
$6.15 Million
0.09% of portfolio
|
Q4 2022
Reduced 5.09%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
159,311
shares
|
$5.42 Million
1.08% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
157,591
shares
|
$5.36 Million
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
157,010
shares
|
$5.34 Million
0.24% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
153,428
shares
|
$5.22 Million
0.02% of portfolio
|
Q1 2025
Added 57.42%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
152,831
shares
|
$5.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
152,791
shares
|
$5.2 Million
3.24% of portfolio
|
Q1 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
151,920
shares
|
$5.17 Million
2.86% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
148,372
shares
|
$5.05 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
145,571
shares
|
$4.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
141,359
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
138,947
shares
|
$4.73 Million
0.1% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
133,206
shares
|
$4.53 Million
0.19% of portfolio
|
Q2 2025
Added 1887.85%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
132,476
shares
|
$4.51 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
130,135
shares
|
$4.43 Million
0.1% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
129,025
shares
|
$4.39 Million
0.48% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
126,209
shares
|
$4.29 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
122,346
shares
|
$4.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.01%
|