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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,178
shares
|
$414,417
0.01% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,010
shares
|
$408,700
0.03% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,904
shares
|
$405,093
0.04% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,815
shares
|
$402,064
0.0% of portfolio
|
Q1 2025
Added 35.32%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,723
shares
|
$398,933
0.05% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,566
shares
|
$393,590
0.09% of portfolio
|
Q2 2022
Reduced 69.78%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
11,493
shares
|
$391,106
0.0% of portfolio
|
Q1 2025
Added 51.56%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,373
shares
|
$387,023
0.0% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,281
shares
|
$383,892
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,055
shares
|
$376,201
0.0% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,896
shares
|
$370,790
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
10,703
shares
|
$364,223
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
10,427
shares
|
$354,830
0.14% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,355
shares
|
$352,380
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
10,110
shares
|
$344,043
0.06% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
10,002
shares
|
$340,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
9,900
shares
|
$336,897
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
9,785
shares
|
$332,983
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
9,696
shares
|
$329,954
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,639
shares
|
$328,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,637
shares
|
$327,947
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
9,313
shares
|
$316,921
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9,234
shares
|
$314,233
0.05% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
9,088
shares
|
$309,264
0.07% of portfolio
|
Q4 2023
Reduced 15.7%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9,028
shares
|
$307,222
0.01% of portfolio
|
Q1 2025
Reduced 34.05%
|