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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,788
shares
|
$216,644
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,669
shares
|
$212,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
5,661
shares
|
$211,891
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,612
shares
|
$210,057
0.01% of portfolio
|
Q3 2025
Reduced 51.63%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,565
shares
|
$208,297
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,490
shares
|
$205,490
0.0% of portfolio
|
Q1 2025
Added 53.44%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,490
shares
|
$205,490
0.0% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,275
shares
|
$197,443
0.0% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,947
shares
|
$185,166
0.0% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,765
shares
|
$178,353
0.0% of portfolio
|
Q2 2025
Added 46.66%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
4,519
shares
|
$169,146
0.1% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,794
shares
|
$142,009
0.0% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,631
shares
|
$135,908
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
3,625
shares
|
$135,683
0.05% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,432
shares
|
$128,459
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,320
shares
|
$124,267
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,309
shares
|
$123,855
0.01% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,200
shares
|
$119,776
0.08% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,108
shares
|
$116,332
0.01% of portfolio
|
Q1 2024
Reduced 10.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,971
shares
|
$111,204
0.0% of portfolio
|
Q3 2025
Added 68.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
2,911
shares
|
$108,958
0.23% of portfolio
|
Q3 2025
Reduced 92.45%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,824
shares
|
$105,702
0.04% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$104,804
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,799
shares
|
$104,766
0.05% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,774
shares
|
$103,830
0.0% of portfolio
|
Q3 2025
New holding
|
|