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 318 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Paragon Capital Management LTD
|
Apr 11, 2024 Q1 2024 |
9,763
shares
|
$288,691
0.05% of portfolio
|
Q1 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
9,750
shares
|
$288,307
0.0% of portfolio
|
Q1 2023
Added 287.88%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,472
shares
|
$280,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 23, 2024 Q1 2024 |
9,440
shares
|
$279,140
0.13% of portfolio
|
Q4 2023
Added 3.96%
|
|
Waterfront Wealth Inc.
|
May 13, 2024 Q1 2024 |
9,088
shares
|
$268,732
0.07% of portfolio
|
Q4 2023
Reduced 15.7%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,962
shares
|
$265,006
0.04% of portfolio
|
Q2 2023
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
8,923
shares
|
$263,853
0.0% of portfolio
|
Q1 2024
Added 5.72%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
8,885
shares
|
$262,729
0.0% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
8,808
shares
|
$260,452
0.0% of portfolio
|
Q1 2024
Reduced 11.56%
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
8,735
shares
|
$258,293
0.02% of portfolio
|
Q4 2021
Reduced 27.77%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 14, 2024 Q1 2024 |
8,704
shares
|
$257,377
0.23% of portfolio
|
Q4 2023
Added 3.43%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
8,451
shares
|
$249,896
0.02% of portfolio
|
Q1 2024
Added 1.5%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
8,232
shares
|
$243,420
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ieq Capital, LLC
|
May 08, 2024 Q1 2024 |
8,206
shares
|
$242,651
0.0% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
8,188
shares
|
$242,119
0.03% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
Prudential PLC
London, England, X0 |
May 14, 2024 Q1 2024 |
7,910
shares
|
$233,898
0.0% of portfolio
|
Q1 2024
Reduced 68.96%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
7,771
shares
|
$229,788
0.0% of portfolio
|
Q1 2024
Added 26.5%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
7,610
shares
|
$225,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 29, 2024 Q1 2024 |
7,558
shares
|
$223,490
0.02% of portfolio
|
Q4 2023
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
7,276
shares
|
$215,151
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
5,938
shares
|
$175,586
0.01% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
5,850
shares
|
$172,984
0.0% of portfolio
|
Q1 2024
Added 20.02%
|
|
Townsend Asset Management Corp
|
Apr 29, 2024 Q1 2024 |
5,549
shares
|
$164,083
0.06% of portfolio
|
Q1 2024
Reduced 41.76%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
5,526
shares
|
$163,403
0.02% of portfolio
|
Q1 2024
Reduced 11.74%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 15, 2024 Q1 2024 |
5,026
shares
|
$148,618
0.04% of portfolio
|
Q1 2024
Reduced 16.61%
|