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 415 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
20,664
shares
|
$739,151
0.44% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,641
shares
|
$738,328
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
20,377
shares
|
$728,885
0.19% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,037
shares
|
$716,723
0.0% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
19,312
shares
|
$690,790
0.0% of portfolio
|
Q2 2025
Added 68.03%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,301
shares
|
$690,396
0.0% of portfolio
|
Q2 2025
Reduced 85.43%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
19,270
shares
|
$689,287
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,056
shares
|
$681,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,911
shares
|
$676,446
0.13% of portfolio
|
Q2 2025
Added 58.0%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
18,697
shares
|
$668,791
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,662
shares
|
$667,539
0.11% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$660,135
0.31% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
18,262
shares
|
$653,231
0.15% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
17,502
shares
|
$626,046
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
17,293
shares
|
$618,570
0.33% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
17,286
shares
|
$618,320
0.36% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,172
shares
|
$614,242
0.21% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
17,155
shares
|
$613,634
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,971
shares
|
$607,052
0.01% of portfolio
|
Q2 2025
Added 30.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,829
shares
|
$601,973
0.01% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
16,597
shares
|
$593,674
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,595
shares
|
$557,833
0.0% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,585
shares
|
$557,475
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
15,337
shares
|
$548,604
0.02% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
15,233
shares
|
$544,884
0.23% of portfolio
|
Q1 2025
Reduced 0.77%
|