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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
60,291
shares
|
$1.86 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
58,519
shares
|
$1.81 Million
0.08% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
53,926
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2023
Added 6.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
53,837
shares
|
$1.66 Million
0.25% of portfolio
|
Q2 2024
Reduced 25.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
53,631
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
52,864
shares
|
$1.63 Million
0.12% of portfolio
|
Q4 2024
Added 119.64%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
52,529
shares
|
$1.62 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
51,295
shares
|
$1.58 Million
1.03% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
51,227
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.52%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
49,460
shares
|
$1.53 Million
0.23% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
48,443
shares
|
$1.5 Million
0.46% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.49 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
46,132
shares
|
$1.43 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
45,563
shares
|
$1.41 Million
0.8% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
45,531
shares
|
$1.41 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
44,420
shares
|
$1.37 Million
0.57% of portfolio
|
Q4 2024
Added 69.29%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
44,094
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
43,600
shares
|
$1.35 Million
0.77% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
43,594
shares
|
$1.35 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
42,752
shares
|
$1.32 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
40,981
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
40,660
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
40,182
shares
|
$1.24 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
37,108
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,222
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 6.54%
|