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 |
|---|---|---|---|---|---|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
64,333
shares
|
$2.19 Million
1.5% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
64,028
shares
|
$2.18 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
63,637
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Added 459.99%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
61,840
shares
|
$2.1 Million
0.97% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
61,636
shares
|
$2.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
60,901
shares
|
$2.07 Million
0.98% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
60,291
shares
|
$2.05 Million
0.8% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
59,124
shares
|
$2.01 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
58,239
shares
|
$1.98 Million
0.26% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
58,127
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
57,121
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
54,486
shares
|
$1.85 Million
0.42% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
53,926
shares
|
$1.84 Million
0.05% of portfolio
|
Q4 2023
Added 6.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
52,471
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
51,295
shares
|
$1.75 Million
0.88% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
49,070
shares
|
$1.67 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
48,443
shares
|
$1.65 Million
0.5% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.64 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
47,833
shares
|
$1.63 Million
0.27% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
47,703
shares
|
$1.62 Million
2.68% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
47,300
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
46,205
shares
|
$1.57 Million
0.49% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
46,132
shares
|
$1.57 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
45,433
shares
|
$1.55 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
45,317
shares
|
$1.54 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.47%
|