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 |
|---|---|---|---|---|---|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
27,465
shares
|
$934,633
0.7% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
27,038
shares
|
$920,103
0.52% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
26,712
shares
|
$909,009
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
25,978
shares
|
$884,031
0.07% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
25,957
shares
|
$883,316
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
24,446
shares
|
$831,897
0.12% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
23,914
shares
|
$813,793
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
22,240
shares
|
$756,827
0.06% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
21,632
shares
|
$736,136
0.43% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
21,298
shares
|
$724,770
0.34% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
21,140
shares
|
$719,394
0.0% of portfolio
|
Q1 2025
Reduced 95.25%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
21,130
shares
|
$719,053
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
20,970
shares
|
$713,609
0.18% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
20,900
shares
|
$711,227
0.0% of portfolio
|
Q1 2025
Reduced 72.7%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
20,664
shares
|
$703,195
0.44% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,641
shares
|
$702,413
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
20,103
shares
|
$684,105
0.01% of portfolio
|
Q1 2025
Added 23.65%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
19,961
shares
|
$679,272
0.0% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
19,756
shares
|
$672,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
19,736
shares
|
$671,616
0.19% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
19,507
shares
|
$663,823
0.02% of portfolio
|
Q1 2025
Added 132.34%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
19,390
shares
|
$659,841
0.33% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
19,270
shares
|
$655,758
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,911
shares
|
$643,541
0.13% of portfolio
|
Q2 2025
Added 58.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,662
shares
|
$635,067
0.11% of portfolio
|
Q2 2024
Reduced 5.43%
|