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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$628,023
0.31% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
18,337
shares
|
$624,008
0.4% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
17,341
shares
|
$590,114
0.03% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
17,183
shares
|
$584,737
0.35% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,172
shares
|
$584,363
0.21% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,971
shares
|
$577,523
0.01% of portfolio
|
Q2 2025
Added 30.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,834
shares
|
$572,861
0.0% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
16,687
shares
|
$567,858
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
16,597
shares
|
$564,795
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
16,078
shares
|
$547,134
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
15,785
shares
|
$537,163
0.0% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,585
shares
|
$530,357
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
15,233
shares
|
$518,378
0.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
15,022
shares
|
$511,198
0.17% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
14,341
shares
|
$488,024
0.22% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,960
shares
|
$475,058
0.13% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
13,680
shares
|
$465,530
0.2% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,621
shares
|
$463,522
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,338
shares
|
$453,892
0.0% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
13,331
shares
|
$453,653
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,840
shares
|
$436,945
0.0% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,706
shares
|
$432,385
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
12,441
shares
|
$423,367
0.29% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12,372
shares
|
$421,019
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,222
shares
|
$415,914
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|