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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
10,441
shares
|
$390,806
0.14% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,172
shares
|
$380,737
0.01% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,811
shares
|
$367,225
0.01% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
9,785
shares
|
$366,252
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
9,525
shares
|
$356,520
0.02% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
9,508
shares
|
$355,884
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,366
shares
|
$350,569
0.01% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
9,088
shares
|
$340,163
0.07% of portfolio
|
Q4 2023
Reduced 15.7%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
9,051
shares
|
$338,778
0.05% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
9,017
shares
|
$337,506
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,962
shares
|
$335,447
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,889
shares
|
$332,715
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,883
shares
|
$332,490
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
8,774
shares
|
$328,410
0.23% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
8,735
shares
|
$326,951
0.02% of portfolio
|
Q4 2021
Reduced 27.77%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
8,576
shares
|
$320,999
0.12% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,367
shares
|
$313,176
0.01% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,279
shares
|
$309,882
0.02% of portfolio
|
Q3 2025
Reduced 33.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
8,271
shares
|
$309,583
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
8,111
shares
|
$303,594
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
7,933
shares
|
$296,932
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
7,710
shares
|
$288,585
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,566
shares
|
$283,195
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
7,530
shares
|
$281,847
0.14% of portfolio
|
Q3 2025
Added 108.01%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
7,431
shares
|
$278,142
0.04% of portfolio
|
Q2 2025
Added 0.62%
|
|