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 434 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 $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
121,858,860
shares
|
$4.56 Billion
0.73% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,798,122
shares
|
$105 Million
0.01% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,358,679
shares
|
$88.3 Million
0.01% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,022,130
shares
|
$75.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,773,273
shares
|
$66.4 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,278,782
shares
|
$47.9 Million
2.49% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,221,126
shares
|
$45.7 Million
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
973,887
shares
|
$36.5 Million
4.06% of portfolio
|
Q3 2025
Reduced 26.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
849,040
shares
|
$31.8 Million
0.05% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
690,191
shares
|
$25.8 Million
4.43% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
652,975
shares
|
$24.4 Million
0.87% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
625,251
shares
|
$23.4 Million
1.43% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
624,096
shares
|
$23.4 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
614,925
shares
|
$23 Million
0.77% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
605,460
shares
|
$22.7 Million
3.51% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
592,523
shares
|
$22.2 Million
0.01% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
575,744
shares
|
$21.6 Million
1.23% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
552,255
shares
|
$20.7 Million
0.0% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
489,738
shares
|
$18.3 Million
3.43% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
471,884
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
448,924
shares
|
$16.8 Million
1.91% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
445,079
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
436,861
shares
|
$16.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
436,600
shares
|
$16.3 Million
3.91% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
434,604
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2025
Added 10.38%
|
|