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 437 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 $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
7,637
shares
|
$285,852
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,566
shares
|
$283,195
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
7,530
shares
|
$281,847
0.14% of portfolio
|
Q3 2025
Added 108.01%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
7,431
shares
|
$278,142
0.04% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,421
shares
|
$277,768
0.01% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
7,365
shares
|
$275,671
0.04% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Pinnacle Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,307
shares
|
$273,501
0.34% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
7,252
shares
|
$271,442
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$270,768
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
7,128
shares
|
$266,801
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
7,043
shares
|
$263,619
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,006
shares
|
$262,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
6,989
shares
|
$261,598
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,924
shares
|
$259,165
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
6,794
shares
|
$254,299
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,759
shares
|
$252,989
0.0% of portfolio
|
Q3 2025
Added 183.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,724
shares
|
$251,679
0.0% of portfolio
|
Q3 2025
Added 57.07%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
6,695
shares
|
$250,593
0.01% of portfolio
|
Q4 2025
Added 13.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,505
shares
|
$243,482
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
6,439
shares
|
$241,011
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,377
shares
|
$238,691
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
6,367
shares
|
$238,316
0.02% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
6,366
shares
|
$238,279
0.02% of portfolio
|
Q4 2025
Added 12.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,310
shares
|
$236,183
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
6,293
shares
|
$235,546
0.01% of portfolio
|
Q3 2025
New holding
|
|