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 |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
131,168
shares
|
$4.69 Million
0.52% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
130,135
shares
|
$4.65 Million
0.1% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
128,414
shares
|
$4.59 Million
0.09% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
121,736
shares
|
$4.35 Million
0.75% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
119,322
shares
|
$4.27 Million
0.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
115,424
shares
|
$4.13 Million
0.0% of portfolio
|
Q2 2025
Added 81.38%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
112,703
shares
|
$4.03 Million
1.41% of portfolio
|
Q2 2025
Reduced 55.19%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
107,458
shares
|
$3.84 Million
0.63% of portfolio
|
Q3 2023
Added 4.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
105,455
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
105,294
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
105,216
shares
|
$3.76 Million
1.04% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
102,798
shares
|
$3.68 Million
1.43% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
102,451
shares
|
$3.66 Million
0.32% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
98,836
shares
|
$3.54 Million
0.35% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
98,304
shares
|
$3.52 Million
0.29% of portfolio
|
Q2 2025
Added 43.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
91,243
shares
|
$3.26 Million
0.01% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
89,732
shares
|
$3.21 Million
1.12% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
87,350
shares
|
$3.12 Million
1.08% of portfolio
|
Q2 2025
Added 44.88%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
83,283
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
83,188
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
79,156
shares
|
$2.83 Million
1.25% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
78,590
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,368
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.27%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
74,839
shares
|
$2.68 Million
1.67% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
73,109
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 25462.59%
|