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 361 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
123,495,645
shares
|
$3.76 Billion
0.68% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
3,683,459
shares
|
$112 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,472,869
shares
|
$75.2 Million
0.14% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,119,494
shares
|
$64.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,910,527
shares
|
$58.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,854,132
shares
|
$56.4 Million
2.57% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,362,426
shares
|
$41.4 Million
5.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,333,017
shares
|
$40.6 Million
2.52% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,022,113
shares
|
$31.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
665,865
shares
|
$20.3 Million
0.7% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
649,701
shares
|
$19.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
626,746
shares
|
$19.1 Million
1.44% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
619,846
shares
|
$18.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
570,000
shares
|
$17.3 Million
3.27% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
561,065
shares
|
$17.1 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
508,015
shares
|
$15.5 Million
2.03% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
496,644
shares
|
$15.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
446,959
shares
|
$13.6 Million
0.96% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
445,413
shares
|
$13.5 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
439,156
shares
|
$13.4 Million
0.02% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
435,248
shares
|
$13.2 Million
2.1% of portfolio
|
Q4 2024
Added 18.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,247
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
395,029
shares
|
$12 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
368,890
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2024
Added 644.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
354,140
shares
|
$10.8 Million
0.23% of portfolio
|
Q4 2024
Added 6.19%
|