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 |
|---|---|---|---|---|---|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,370
shares
|
$73,470
0.02% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,366
shares
|
$73,346
0.0% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
2,236
shares
|
$69,316
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,233
shares
|
$69,223
0.0% of portfolio
|
Q4 2024
Reduced 31.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,222
shares
|
$68,882
0.03% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,211
shares
|
$68,541
0.02% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,078
shares
|
$64,418
0.0% of portfolio
|
Q2 2020
Added 3.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,994
shares
|
$61,814
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,901
shares
|
$58,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,653
shares
|
$51,243
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,586
shares
|
$49,166
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,333
shares
|
$41,323
0.0% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,329
shares
|
$41,199
0.0% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,236
shares
|
$38,316
0.0% of portfolio
|
Q2 2023
Added 42.07%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,220
shares
|
$37,820
0.01% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,215
shares
|
$37,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,202
shares
|
$37,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,188
shares
|
$36,828
0.0% of portfolio
|
Q4 2024
Added 88.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,181
shares
|
$36,611
0.0% of portfolio
|
Q4 2024
Added 5268.18%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,145
shares
|
$35,495
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$34,100
0.0% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,067
shares
|
$33,077
0.02% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,066
shares
|
$33,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,051
shares
|
$32,581
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,021
shares
|
$31,651
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|