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 338 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 $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
89,632
shares
|
$2.61 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
86,124
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 36.98%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
81,541
shares
|
$2.38 Million
1.84% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
79,877
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
79,473
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
76,373
shares
|
$2.23 Million
0.18% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,368
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.27%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
74,511
shares
|
$2.17 Million
0.66% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
74,448
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Added 159.22%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
70,413
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Added 32.22%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
67,704
shares
|
$1.97 Million
1.18% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
63,599
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
62,803
shares
|
$1.83 Million
0.23% of portfolio
|
Q3 2024
Added 62.64%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
60,286
shares
|
$1.76 Million
1.51% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
58,870
shares
|
$1.72 Million
1.23% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
58,845
shares
|
$1.71 Million
0.95% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,221
shares
|
$1.64 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
53,926
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2023
Added 6.89%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
53,354
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2024
Added 17.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
50,547
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
49,192
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
48,443
shares
|
$1.41 Million
0.51% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.41 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
47,758
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 51.78%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
46,790
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2024
Added 0.33%
|