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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
36,188
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
34,336
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 14.49%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
33,860
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
32,440
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
31,906
shares
|
$985,576
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
29,971
shares
|
$925,804
0.11% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
28,664
shares
|
$885,430
0.33% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
28,614
shares
|
$883,886
0.0% of portfolio
|
Q4 2024
Added 206.39%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
27,714
shares
|
$856,085
0.37% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
25,663
shares
|
$792,730
0.06% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
25,139
shares
|
$776,543
0.16% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
25,119
shares
|
$775,925
0.59% of portfolio
|
Q4 2024
Reduced 43.73%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
24,798
shares
|
$766,010
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
23,500
shares
|
$725,915
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
22,988
shares
|
$710,099
0.49% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
22,470
shares
|
$694,098
0.08% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
22,421
shares
|
$692,584
0.09% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
22,205
shares
|
$685,912
0.03% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
21,914
shares
|
$676,923
0.01% of portfolio
|
Q4 2024
Added 88.88%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
21,472
shares
|
$663,270
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
21,298
shares
|
$657,895
0.32% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
20,763
shares
|
$641,369
0.05% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,641
shares
|
$637,600
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
20,374
shares
|
$629,352
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
20,353
shares
|
$628,704
0.15% of portfolio
|
Q4 2024
Reduced 1.15%
|