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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
225,407
shares
|
$6.96 Million
1.23% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
220,276
shares
|
$6.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
199,788
shares
|
$6.17 Million
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
198,106
shares
|
$6.12 Million
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
195,762
shares
|
$6.05 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
195,306
shares
|
$6.03 Million
0.04% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
189,650
shares
|
$5.86 Million
3.89% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
186,948
shares
|
$5.77 Million
2.3% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
181,512
shares
|
$5.61 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
180,638
shares
|
$5.58 Million
0.09% of portfolio
|
Q4 2022
Reduced 5.09%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
174,032
shares
|
$5.38 Million
2.33% of portfolio
|
Q4 2024
Added 32.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
158,112
shares
|
$4.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
157,010
shares
|
$4.85 Million
0.24% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
156,705
shares
|
$4.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
150,567
shares
|
$4.65 Million
0.93% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
139,092
shares
|
$4.3 Million
0.0% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
127,536
shares
|
$3.94 Million
0.1% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
126,143
shares
|
$3.9 Million
0.09% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
118,810
shares
|
$3.67 Million
0.09% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
116,108
shares
|
$3.59 Million
0.69% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
115,639
shares
|
$3.57 Million
0.03% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
115,312
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
114,525
shares
|
$3.54 Million
0.64% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
107,590
shares
|
$3.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
107,458
shares
|
$3.32 Million
0.63% of portfolio
|
Q3 2023
Added 4.71%
|