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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
434,604
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,247
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
419,541
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2025
Added 55.39%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
400,759
shares
|
$15 Million
1.02% of portfolio
|
Q4 2025
Added 3.58%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
374,098
shares
|
$14 Million
1.69% of portfolio
|
Q4 2025
Added 34.63%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
373,500
shares
|
$14 Million
1.01% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
353,644
shares
|
$13.2 Million
2.8% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
324,855
shares
|
$12.2 Million
1.31% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
318,858
shares
|
$11.9 Million
3.83% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
314,691
shares
|
$11.8 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
314,344
shares
|
$11.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
307,229
shares
|
$11.5 Million
3.71% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
306,241
shares
|
$11.5 Million
0.07% of portfolio
|
Q2 2025
Added 371.43%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
305,106
shares
|
$11.4 Million
0.27% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
292,548
shares
|
$11 Million
3.89% of portfolio
|
Q4 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
284,343
shares
|
$10.6 Million
3.56% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
284,053
shares
|
$10.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
281,461
shares
|
$10.5 Million
3.79% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279,255
shares
|
$10.5 Million
3.51% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
276,545
shares
|
$10.4 Million
5.62% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
271,944
shares
|
$10.2 Million
0.49% of portfolio
|
Q4 2025
Added 9.93%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
242,978
shares
|
$9.09 Million
4.73% of portfolio
|
Q4 2025
Added 9.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
239,329
shares
|
$8.96 Million
0.0% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
232,388
shares
|
$8.7 Million
0.01% of portfolio
|
Q3 2025
Added 26.65%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
224,076
shares
|
$8.39 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.33%
|
|