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 |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
44,607
shares
|
$1.52 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
44,520
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
43,555
shares
|
$1.48 Million
0.55% of portfolio
|
Q2 2025
Added 240.94%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
42,698
shares
|
$1.45 Million
0.19% of portfolio
|
Q1 2025
Added 22023.32%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
42,271
shares
|
$1.44 Million
0.29% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
41,956
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
41,162
shares
|
$1.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
40,449
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
38,786
shares
|
$1.32 Million
0.63% of portfolio
|
Q1 2025
Reduced 82.88%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
38,546
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
Added 682.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
38,381
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
37,642
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
36,768
shares
|
$1.25 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
36,739
shares
|
$1.25 Million
0.25% of portfolio
|
Q1 2025
Added 46.14%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,136
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
34,192
shares
|
$1.16 Million
0.18% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
33,762
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
33,439
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
31,333
shares
|
$1.07 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
30,376
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
29,335
shares
|
$998,270
0.11% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
28,599
shares
|
$973,223
0.35% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
28,139
shares
|
$957,570
0.0% of portfolio
|
Q1 2025
Reduced 63.46%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
27,807
shares
|
$946,272
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
27,714
shares
|
$943,107
0.38% of portfolio
|
Q4 2023
Reduced 16.14%
|