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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
32,405
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
31,744
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
31,420
shares
|
$1.12 Million
0.61% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
29,984
shares
|
$1.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
29,740
shares
|
$1.06 Million
0.15% of portfolio
|
Q2 2025
Added 40.75%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
29,227
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
29,195
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
28,545
shares
|
$1.02 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
28,377
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2025
Added 33.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
27,956
shares
|
$999,986
0.0% of portfolio
|
Q2 2025
Added 66.07%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
27,807
shares
|
$994,656
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
27,714
shares
|
$991,329
0.38% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
27,465
shares
|
$982,423
0.7% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
26,712
shares
|
$955,488
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,305
shares
|
$940,929
0.03% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
25,978
shares
|
$929,233
0.07% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
25,957
shares
|
$928,481
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
25,823
shares
|
$923,688
0.18% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
24,681
shares
|
$882,839
0.12% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
23,922
shares
|
$855,689
0.02% of portfolio
|
Q2 2025
Added 75.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
23,914
shares
|
$855,403
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
22,240
shares
|
$795,524
0.06% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
22,055
shares
|
$788,907
0.42% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
21,268
shares
|
$760,756
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,678
shares
|
$739,652
0.0% of portfolio
|
Q2 2025
New holding
|