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 433 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
2,644
shares
|
$98,964
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,592
shares
|
$97,018
0.01% of portfolio
|
Q3 2025
Added 95.03%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,580
shares
|
$96,569
0.02% of portfolio
|
Q4 2025
Added 15.7%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,336
shares
|
$87,436
0.0% of portfolio
|
Q3 2025
Added 14.62%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,320
shares
|
$86,837
0.02% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,261
shares
|
$84,629
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,259
shares
|
$84,554
0.03% of portfolio
|
Q3 2025
Reduced 27.25%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2,236
shares
|
$83,693
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,233
shares
|
$83,581
0.0% of portfolio
|
Q4 2024
Reduced 31.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,078
shares
|
$77,779
0.0% of portfolio
|
Q2 2020
Added 3.2%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,064
shares
|
$77,255
0.01% of portfolio
|
Q3 2025
Reduced 99.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,907
shares
|
$71,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,728
shares
|
$64,679
0.01% of portfolio
|
Q3 2025
Added 1718.95%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,721
shares
|
$64,417
0.02% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,684
shares
|
$63,032
0.01% of portfolio
|
Q3 2025
Reduced 47.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,673
shares
|
$62,620
0.0% of portfolio
|
Q3 2025
Reduced 52.34%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,653
shares
|
$61,871
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
1,592
shares
|
$59,588
0.02% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
1,457
shares
|
$54,535
0.03% of portfolio
|
Q3 2025
Added 1842.67%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,424
shares
|
$53,300
0.01% of portfolio
|
Q1 2025
Added 2125.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,422
shares
|
$53,225
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,383
shares
|
$51,765
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,374
shares
|
$51,428
0.04% of portfolio
|
Q3 2025
Reduced 1.08%
|
|