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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,560
shares
|
$295,308
0.01% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
9,241
shares
|
$285,454
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,220
shares
|
$284,805
0.01% of portfolio
|
Q4 2024
Reduced 37.81%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
9,088
shares
|
$280,728
0.07% of portfolio
|
Q4 2023
Reduced 15.7%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
9,065
shares
|
$280,017
0.21% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,962
shares
|
$276,836
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,735
shares
|
$269,824
0.02% of portfolio
|
Q4 2021
Reduced 27.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8,731
shares
|
$269,700
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,516
shares
|
$263,059
0.02% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,396
shares
|
$259,352
0.01% of portfolio
|
Q4 2024
Reduced 27.31%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
8,277
shares
|
$255,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
8,238
shares
|
$254,471
0.0% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,201
shares
|
$253,328
0.0% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,148
shares
|
$251,691
0.0% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
8,111
shares
|
$250,548
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,891
shares
|
$243,752
0.27% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
7,788
shares
|
$240,571
0.02% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
7,710
shares
|
$238,161
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
7,677
shares
|
$237,142
0.01% of portfolio
|
Q4 2024
Added 19.52%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
7,430
shares
|
$229,512
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$223,458
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,182
shares
|
$221,851
0.0% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
7,087
shares
|
$218,917
0.03% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,966
shares
|
$215,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,643
shares
|
$174,312
0.0% of portfolio
|
Q4 2024
Added 137.7%
|