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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
6,292
shares
|
$235,509
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,245
shares
|
$233,750
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6,241
shares
|
$233,600
0.01% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
6,234
shares
|
$233,338
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
6,197
shares
|
$231,953
0.03% of portfolio
|
Q4 2025
Reduced 3.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,827
shares
|
$218,104
0.0% of portfolio
|
Q3 2025
Reduced 26.37%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,821
shares
|
$217,880
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,788
shares
|
$216,644
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,565
shares
|
$208,297
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,490
shares
|
$205,490
0.0% of portfolio
|
Q1 2025
Added 53.44%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,490
shares
|
$205,490
0.0% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,275
shares
|
$197,443
0.0% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,947
shares
|
$185,166
0.0% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,765
shares
|
$178,353
0.0% of portfolio
|
Q2 2025
Added 46.66%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
4,519
shares
|
$169,146
0.1% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,794
shares
|
$142,009
0.0% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
3,720
shares
|
$139,239
0.05% of portfolio
|
Q4 2025
Added 2.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,631
shares
|
$135,908
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,432
shares
|
$128,459
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
3,320
shares
|
$124,267
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$123,855
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,200
shares
|
$119,776
0.08% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
3,172
shares
|
$118,727
0.02% of portfolio
|
Q4 2025
Reduced 64.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
3,108
shares
|
$116,332
0.01% of portfolio
|
Q1 2024
Reduced 10.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,047
shares
|
$114,049
0.0% of portfolio
|
Q4 2025
Reduced 45.71%
|
|