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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
72,935
shares
|
$2.61 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
70,474
shares
|
$2.52 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
70,474
shares
|
$2.52 Million
0.35% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
69,797
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
68,516
shares
|
$2.45 Million
0.59% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
68,456
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
68,145
shares
|
$2.44 Million
0.34% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
66,720
shares
|
$2.39 Million
0.1% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
65,876
shares
|
$2.36 Million
0.49% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
63,346
shares
|
$2.27 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
63,320
shares
|
$2.26 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
62,968
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
60,901
shares
|
$2.18 Million
0.98% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
60,088
shares
|
$2.15 Million
0.44% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
59,124
shares
|
$2.11 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
58,239
shares
|
$2.08 Million
0.26% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
55,282
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
53,926
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2023
Added 6.89%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
53,345
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 167.25%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
52,383
shares
|
$1.87 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
51,295
shares
|
$1.83 Million
0.88% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
51,108
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
49,070
shares
|
$1.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
48,443
shares
|
$1.73 Million
0.51% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.73 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|