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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
103
shares
|
$3,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
100
shares
|
$3,743
0.0% of portfolio
|
Q1 2024
Reduced 89.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
100
shares
|
$3,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
96
shares
|
$3,593
0.0% of portfolio
|
Q3 2025
Reduced 79.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
94
shares
|
$3,518
0.0% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
88
shares
|
$3,293
0.0% of portfolio
|
Q4 2023
Added 1.15%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
87
shares
|
$3,256
0.0% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
81
shares
|
$3,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
71
shares
|
$2,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
71
shares
|
$2,657
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
65
shares
|
$2,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
62
shares
|
$2,320
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
52
shares
|
$1,946
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
50
shares
|
$1,871
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50
shares
|
$1,871
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
49
shares
|
$1,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
48
shares
|
$1,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
47
shares
|
$1,759
0.0% of portfolio
|
Q3 2025
Reduced 91.01%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
44
shares
|
$1,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
43
shares
|
$1,609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
43
shares
|
$1,609
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
37
shares
|
$1,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
37
shares
|
$1,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
35
shares
|
$1,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
27
shares
|
$1,010
0.0% of portfolio
|
Q1 2022
Reduced 12.9%
|
|