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 338 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 $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
10,049
shares
|
$292,827
0.14% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
10,001
shares
|
$291,429
0.02% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,755
shares
|
$284,260
0.02% of portfolio
|
Q3 2024
Reduced 22.08%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
9,578
shares
|
$279,102
0.06% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
9,506
shares
|
$277,004
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,402
shares
|
$273,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
9,399
shares
|
$273,886
0.0% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,339
shares
|
$272,138
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
9,088
shares
|
$264,824
0.07% of portfolio
|
Q4 2023
Reduced 15.7%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,962
shares
|
$261,152
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,825
shares
|
$257,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
8,763
shares
|
$255,353
0.23% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,735
shares
|
$254,537
0.02% of portfolio
|
Q4 2021
Reduced 27.77%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,658
shares
|
$252,294
0.02% of portfolio
|
Q3 2024
Reduced 33.38%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
8,497
shares
|
$247,602
0.02% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,006
shares
|
$233,294
0.02% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
7,788
shares
|
$226,942
0.03% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
7,710
shares
|
$224,669
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,611
shares
|
$221,784
0.3% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,525
shares
|
$219,278
0.01% of portfolio
|
Q2 2024
Added 15.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,464
shares
|
$217,500
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,236
shares
|
$210,857
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$210,798
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,176
shares
|
$209,108
0.0% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
7,156
shares
|
$208,525
0.03% of portfolio
|
Q3 2024
Added 0.22%
|