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 372 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 $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,519
shares
|
$171,089
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,849
shares
|
$150,319
0.01% of portfolio
|
Q2 2023
Reduced 22.65%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,729
shares
|
$146,599
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,210
shares
|
$130,510
0.1% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,956
shares
|
$122,636
0.0% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
3,614
shares
|
$112,034
0.04% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,607
shares
|
$111,817
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,597
shares
|
$111,507
0.06% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,578
shares
|
$110,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,559
shares
|
$110,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
3,442
shares
|
$106,702
0.03% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$102,579
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,298
shares
|
$102,238
0.03% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,273
shares
|
$101,463
0.0% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,249
shares
|
$100,719
0.0% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,200
shares
|
$99,200
0.08% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,108
shares
|
$96,348
0.01% of portfolio
|
Q1 2024
Reduced 10.92%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,906
shares
|
$90,086
0.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,800
shares
|
$86,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,755
shares
|
$85,405
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,747
shares
|
$85,157
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
2,681
shares
|
$83,111
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,668
shares
|
$82,708
0.0% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,523
shares
|
$78,213
0.01% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,513
shares
|
$77,903
0.0% of portfolio
|
Q4 2024
Reduced 14.38%
|