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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,851
shares
|
$930,172
0.0% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
24,283
shares
|
$908,912
0.21% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
23,531
shares
|
$880,765
0.01% of portfolio
|
Q4 2025
Added 19.57%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
23,493
shares
|
$879,342
0.23% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
22,771
shares
|
$852,318
0.19% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
22,240
shares
|
$832,443
0.06% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
21,928
shares
|
$820,765
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
21,297
shares
|
$797,146
0.01% of portfolio
|
Q4 2025
Added 6.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
21,258
shares
|
$795,686
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
20,856
shares
|
$780,640
0.42% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,641
shares
|
$772,592
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
19,646
shares
|
$735,349
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
19,078
shares
|
$714,089
0.14% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
18,881
shares
|
$706,715
0.02% of portfolio
|
Q4 2025
Added 4.59%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,662
shares
|
$698,518
0.11% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$690,770
0.31% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
18,194
shares
|
$681,001
0.1% of portfolio
|
Q4 2025
Added 21.13%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
17,502
shares
|
$655,099
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
17,293
shares
|
$647,276
0.34% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
17,172
shares
|
$642,747
0.14% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
17,111
shares
|
$640,464
0.61% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
17,041
shares
|
$637,844
0.35% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
15,946
shares
|
$596,858
0.01% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
15,513
shares
|
$580,651
0.15% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
15,233
shares
|
$570,171
0.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|