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 333 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Redw Wealth LLC
|
Aug 09, 2024 Q2 2024 |
13,500
shares
|
$440,505
0.11% of portfolio
|
Q2 2024
Reduced 11.18%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
13,340
shares
|
$435,284
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
13,327
shares
|
$434,860
0.01% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
13,220
shares
|
$431,368
0.21% of portfolio
|
Q4 2020
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
12,996
shares
|
$424,059
0.03% of portfolio
|
Q2 2024
Added 228.18%
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
12,519
shares
|
$408,494
0.02% of portfolio
|
Q2 2024
Added 0.18%
|
|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
12,294
shares
|
$401,153
0.16% of portfolio
|
Q2 2024
Added 1.49%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
12,273
shares
|
$400,467
0.06% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
12,272
shares
|
$400,435
0.02% of portfolio
|
Q2 2024
Added 3.94%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,566
shares
|
$377,398
0.09% of portfolio
|
Q2 2022
Reduced 69.78%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
11,100
shares
|
$362,193
0.0% of portfolio
|
Q2 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,896
shares
|
$355,536
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
Clearview Wealth Advisors LLC
|
Jul 31, 2024 Q2 2024 |
10,807
shares
|
$352,632
0.28% of portfolio
|
Q2 2024
New holding
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
10,452
shares
|
$341,048
0.0% of portfolio
|
Q2 2024
Reduced 52.59%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
10,427
shares
|
$340,233
0.07% of portfolio
|
Q2 2024
Reduced 20.48%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
10,376
shares
|
$338,568
0.01% of portfolio
|
Q2 2024
Reduced 99.62%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
10,321
shares
|
$336,774
0.0% of portfolio
|
Q2 2024
Added 15.67%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
10,140
shares
|
$330,868
0.08% of portfolio
|
Q2 2024
Added 2.58%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
10,080
shares
|
$328,910
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
10,031
shares
|
$327,311
0.02% of portfolio
|
Q1 2024
Added 60.73%
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
10,001
shares
|
$326,332
0.02% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 23, 2024 Q2 2024 |
9,975
shares
|
$325,484
0.14% of portfolio
|
Q2 2024
Added 5.67%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 25, 2024 Q2 2024 |
9,924
shares
|
$323,820
0.16% of portfolio
|
Q2 2024
New holding
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,551
shares
|
$311,649
0.01% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
9,340
shares
|
$304,764
0.0% of portfolio
|
Q2 2024
Added 20.19%
|