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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
673
shares
|
$25,190
0.0% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
651
shares
|
$24,366
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$23,805
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
632
shares
|
$23,655
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
627
shares
|
$23,468
0.0% of portfolio
|
Q4 2025
Added 13.18%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
623
shares
|
$23,318
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
560
shares
|
$20,960
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
540
shares
|
$20,212
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
538
shares
|
$20,137
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
537
shares
|
$20,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
528
shares
|
$19,763
0.0% of portfolio
|
Q1 2025
Added 130.57%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
461
shares
|
$17,255
0.0% of portfolio
|
Q3 2025
Reduced 26.24%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
452
shares
|
$16,918
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
419
shares
|
$15,683
0.0% of portfolio
|
Q3 2025
Reduced 94.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
404
shares
|
$15,121
0.0% of portfolio
|
Q1 2025
Added 2144.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
402
shares
|
$15,046
0.0% of portfolio
|
Q1 2025
Added 1016.67%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
397
shares
|
$14,859
0.0% of portfolio
|
Q1 2025
Added 351.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
385
shares
|
$14,410
0.0% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
379
shares
|
$14,185
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
378
shares
|
$14,148
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
369
shares
|
$13,811
0.0% of portfolio
|
Q3 2025
Added 76.56%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
366
shares
|
$13,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
364
shares
|
$13,624
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
334
shares
|
$12,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
324
shares
|
$12,127
0.0% of portfolio
|
Q3 2025
New holding
|
|