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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,706
shares
|
$392,488
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
12,642
shares
|
$390,511
0.12% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
12,427
shares
|
$383,870
0.0% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
12,085
shares
|
$373,305
0.02% of portfolio
|
Q4 2024
Reduced 51.2%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
12,070
shares
|
$372,842
0.27% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,597
shares
|
$358,231
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,566
shares
|
$357,273
0.09% of portfolio
|
Q2 2022
Reduced 69.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,412
shares
|
$352,516
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
11,364
shares
|
$351,033
0.0% of portfolio
|
Q4 2024
Reduced 76.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,182
shares
|
$345,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
11,053
shares
|
$341,427
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,032
shares
|
$340,778
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,896
shares
|
$336,577
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,851
shares
|
$335,187
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
10,655
shares
|
$329,132
0.0% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
10,425
shares
|
$322,028
0.13% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
10,411
shares
|
$321,595
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
10,241
shares
|
$316,344
0.05% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
10,168
shares
|
$314,089
0.06% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
10,001
shares
|
$308,930
0.02% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
9,856
shares
|
$304,451
0.01% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,832
shares
|
$303,710
0.0% of portfolio
|
Q4 2024
Added 44.97%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,766
shares
|
$301,671
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,625
shares
|
$297,316
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,576
shares
|
$295,802
0.0% of portfolio
|
Q4 2024
New holding
|