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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
73,997
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
73,613
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
73,310
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
72,153
shares
|
$2.7 Million
0.93% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
71,107
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
70,635
shares
|
$2.64 Million
0.36% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
69,098
shares
|
$2.59 Million
0.6% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
68,645
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2025
Added 39.48%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
65,279
shares
|
$2.44 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
64,929
shares
|
$2.43 Million
0.46% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
64,851
shares
|
$2.43 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
63,644
shares
|
$2.38 Million
0.27% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
62,930
shares
|
$2.36 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
62,275
shares
|
$2.33 Million
0.47% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
60,944
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.2%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
60,901
shares
|
$2.28 Million
0.97% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
58,564
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
57,412
shares
|
$2.15 Million
0.45% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
56,964
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
55,282
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
53,926
shares
|
$2.02 Million
0.05% of portfolio
|
Q4 2023
Added 6.89%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
53,836
shares
|
$2.02 Million
0.54% of portfolio
|
Q4 2025
Added 3.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
52,732
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Added 29.66%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
51,295
shares
|
$1.92 Million
0.89% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 21, 2026 Q4 2025 |
50,510
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2025
Added 54.44%
|
|