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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
366,754
shares
|
$11.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
354,140
shares
|
$10.9 Million
0.23% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
352,041
shares
|
$10.9 Million
0.96% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
349,671
shares
|
$10.8 Million
2.69% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
342,892
shares
|
$10.6 Million
0.87% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
333,427
shares
|
$10.3 Million
1.55% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
328,269
shares
|
$10.1 Million
2.51% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
327,102
shares
|
$10.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
319,931
shares
|
$9.88 Million
0.0% of portfolio
|
Q4 2024
Added 29.05%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
313,745
shares
|
$9.69 Million
3.5% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
311,899
shares
|
$9.63 Million
2.39% of portfolio
|
Q4 2024
Added 44.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
309,387
shares
|
$9.56 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
303,762
shares
|
$9.38 Million
0.33% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
284,230
shares
|
$8.78 Million
3.54% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
279,661
shares
|
$8.64 Million
0.45% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279,255
shares
|
$8.63 Million
3.51% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
273,108
shares
|
$8.44 Million
1.01% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
270,625
shares
|
$8.36 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
256,803
shares
|
$7.93 Million
5.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
255,190
shares
|
$7.88 Million
3.96% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
249,995
shares
|
$7.72 Million
1.17% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
235,641
shares
|
$7.28 Million
0.55% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
231,103
shares
|
$7.14 Million
3.55% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
229,867
shares
|
$7.1 Million
0.27% of portfolio
|
Q4 2024
Added 419.99%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
226,593
shares
|
$7 Million
2.45% of portfolio
|
Q4 2024
Added 16.35%
|