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 318 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kaizen Financial Strategies
|
May 02, 2024 Q1 2024 |
44,133
shares
|
$1.31 Million
0.7% of portfolio
|
Q1 2024
Added 2.3%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
43,894
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 85.48%
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
42,084
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2024
Added 7.94%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
41,720
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 98.77%
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2024 Q1 2024 |
41,536
shares
|
$1.23 Million
0.66% of portfolio
|
Q1 2024
Reduced 42.09%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
40,158
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.98%
|
|
Gsa Capital Partners LLP
London, X0 |
May 03, 2024 Q1 2024 |
39,312
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2024
Reduced 39.16%
|
|
First National Corp
|
Apr 15, 2024 Q1 2024 |
39,202
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
38,141
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2024
Added 8.06%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
36,260
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2024
Reduced 9.99%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
35,269
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.81%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
34,854
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2024
Added 0.22%
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 02, 2024 Q1 2024 |
34,476
shares
|
$1.02 Million
0.58% of portfolio
|
Q1 2024
Reduced 15.65%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
34,068
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.49%
|
|
Jackson Creek Investment Advisors LLC
|
May 09, 2024 Q1 2024 |
33,919
shares
|
$1 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.43%
|
|
Opus Capital Group, LLC
|
Apr 26, 2024 Q1 2024 |
33,289
shares
|
$984,355
0.13% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
30,661
shares
|
$906,645
0.0% of portfolio
|
Q1 2024
Added 13.31%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
29,172
shares
|
$862,616
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
28,641
shares
|
$846,914
0.0% of portfolio
|
Q1 2024
Reduced 49.88%
|
|
Cutler Investment Counsel LLC
|
Apr 30, 2024 Q1 2024 |
28,586
shares
|
$845,288
0.11% of portfolio
|
Q1 2024
Added 13.51%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
27,938
shares
|
$826,126
0.36% of portfolio
|
Q1 2024
Added 14.52%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 22, 2024 Q1 2024 |
27,714
shares
|
$819,502
0.4% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
27,646
shares
|
$817,492
0.0% of portfolio
|
Q1 2024
Added 72.56%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
27,077
shares
|
$800,666
0.0% of portfolio
|
Q1 2024
Reduced 7.44%
|
|
Private Capital Management LLC
|
Apr 10, 2024 Q1 2024 |
24,376
shares
|
$720,798
0.14% of portfolio
|
Q1 2024
Reduced 7.78%
|