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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,421
shares
|
$277,768
0.01% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
7,365
shares
|
$275,671
0.04% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
7,252
shares
|
$271,442
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,234
shares
|
$270,768
0.0% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
7,128
shares
|
$266,801
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
7,085
shares
|
$265,191
0.29% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
7,043
shares
|
$263,619
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,006
shares
|
$262,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,924
shares
|
$259,165
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
6,794
shares
|
$254,299
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,759
shares
|
$252,989
0.0% of portfolio
|
Q3 2025
Added 183.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,724
shares
|
$251,679
0.0% of portfolio
|
Q3 2025
Added 57.07%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,505
shares
|
$243,482
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
6,392
shares
|
$239,252
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,377
shares
|
$238,691
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
6,367
shares
|
$238,316
0.02% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,310
shares
|
$236,183
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
6,293
shares
|
$235,546
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
6,292
shares
|
$235,509
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,245
shares
|
$233,750
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6,241
shares
|
$233,600
0.01% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
6,234
shares
|
$233,338
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,903
shares
|
$220,949
0.01% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,827
shares
|
$218,104
0.0% of portfolio
|
Q3 2025
Reduced 26.37%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,821
shares
|
$217,880
0.01% of portfolio
|
Q3 2025
New holding
|
|