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 373 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 $5.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
52
shares
|
$1,606
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
50
shares
|
$1,544
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50
shares
|
$1,544
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
49
shares
|
$1,513
0.0% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
48
shares
|
$1,482
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
44
shares
|
$1,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
43
shares
|
$1,328
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
36
shares
|
$1,112
0.0% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
27
shares
|
$834
0.0% of portfolio
|
Q1 2022
Reduced 12.9%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
23
shares
|
$710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
18
shares
|
$556
0.0% of portfolio
|
Q3 2024
Reduced 88.68%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
16
shares
|
$494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
16
shares
|
$494
0.0% of portfolio
|
Q4 2024
Reduced 99.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
13
shares
|
$401
0.0% of portfolio
|
Q4 2023
Reduced 91.39%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
13
shares
|
$401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
7
shares
|
$216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
3
shares
|
$92
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3
shares
|
$92
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|