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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
224,814
shares
|
$8.04 Million
0.39% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
222,235
shares
|
$7.95 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
221,507
shares
|
$7.92 Million
3.48% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
220,443
shares
|
$7.89 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
220,196
shares
|
$7.88 Million
0.02% of portfolio
|
Q2 2025
Added 43.52%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
213,080
shares
|
$7.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
210,451
shares
|
$7.53 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
195,306
shares
|
$6.99 Million
0.04% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
189,899
shares
|
$6.79 Million
0.39% of portfolio
|
Q2 2025
Added 36.07%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
186,813
shares
|
$6.68 Million
4.14% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
183,487
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Added 60.83%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
181,512
shares
|
$6.49 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
175,224
shares
|
$6.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
164,047
shares
|
$5.87 Million
1.09% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
157,414
shares
|
$5.63 Million
3.07% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
157,010
shares
|
$5.62 Million
0.24% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
153,890
shares
|
$5.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
153,222
shares
|
$5.48 Million
0.06% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
153,069
shares
|
$5.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
151,920
shares
|
$5.43 Million
2.86% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
145,571
shares
|
$5.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
144,227
shares
|
$5.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
142,948
shares
|
$5.11 Million
0.09% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
140,391
shares
|
$5.02 Million
0.96% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
133,206
shares
|
$4.76 Million
0.19% of portfolio
|
Q2 2025
Added 1887.85%
|