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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
47,833
shares
|
$1.71 Million
0.27% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
47,300
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
46,252
shares
|
$1.65 Million
0.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
46,205
shares
|
$1.65 Million
0.49% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
44,682
shares
|
$1.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
44,607
shares
|
$1.6 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
43,555
shares
|
$1.56 Million
0.55% of portfolio
|
Q2 2025
Added 240.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
43,332
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 5398.98%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
42,779
shares
|
$1.53 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
42,680
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
42,509
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
42,271
shares
|
$1.51 Million
0.29% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
41,818
shares
|
$1.5 Million
0.76% of portfolio
|
Q2 2025
Added 418080.0%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
41,745
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
41,379
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
41,236
shares
|
$1.48 Million
2.22% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
41,162
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
40,671
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 44.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
38,546
shares
|
$1.38 Million
0.17% of portfolio
|
Q2 2025
Added 682.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
36,794
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
36,768
shares
|
$1.32 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
36,051
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
34,192
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
33,059
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,985
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.37%
|