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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,383
shares
|
$51,765
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,374
shares
|
$51,428
0.04% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,326
shares
|
$49,632
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,306
shares
|
$48,883
0.02% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,255
shares
|
$46,974
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,236
shares
|
$46,263
0.0% of portfolio
|
Q2 2023
Added 42.07%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,229
shares
|
$46,001
0.0% of portfolio
|
Q2 2025
Added 1154.08%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
1,218
shares
|
$45,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
1,117
shares
|
$41,809
0.02% of portfolio
|
Q4 2025
Added 4.69%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,066
shares
|
$39,900
0.0% of portfolio
|
Q3 2025
Reduced 53.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,051
shares
|
$39,338
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,040
shares
|
$38,927
0.0% of portfolio
|
Q3 2025
Added 217.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,021
shares
|
$38,216
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
995
shares
|
$37,242
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
931
shares
|
$34,847
0.0% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
882
shares
|
$33,013
0.0% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
879
shares
|
$32,900
0.0% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
835
shares
|
$31,254
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$30,692
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
808
shares
|
$30,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
799
shares
|
$29,906
0.01% of portfolio
|
Q3 2025
Reduced 35.36%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
747
shares
|
$27,960
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
716
shares
|
$26,799
0.0% of portfolio
|
Q4 2025
Reduced 10.72%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$26,126
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
678
shares
|
$25,377
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|