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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,236
shares
|
$46,263
0.0% of portfolio
|
Q2 2023
Added 42.07%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,229
shares
|
$46,001
0.0% of portfolio
|
Q2 2025
Added 1154.08%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,218
shares
|
$45,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,067
shares
|
$39,937
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,066
shares
|
$39,900
0.0% of portfolio
|
Q3 2025
Reduced 53.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,051
shares
|
$39,338
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,040
shares
|
$38,927
0.0% of portfolio
|
Q3 2025
Added 217.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,021
shares
|
$38,216
0.0% of portfolio
|
Q4 2022
Reduced 9.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
995
shares
|
$37,242
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
986
shares
|
$36,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
931
shares
|
$34,847
0.0% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
882
shares
|
$33,013
0.0% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
879
shares
|
$32,900
0.0% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
835
shares
|
$31,254
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
820
shares
|
$30,692
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
808
shares
|
$30,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
802
shares
|
$30,018
0.0% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
800
shares
|
$29,944
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
799
shares
|
$29,906
0.01% of portfolio
|
Q3 2025
Reduced 35.36%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
747
shares
|
$27,960
0.0% of portfolio
|
Q2 2024
Reduced 23.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
698
shares
|
$26,126
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
678
shares
|
$25,377
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
673
shares
|
$25,190
0.0% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
651
shares
|
$24,366
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
636
shares
|
$23,805
0.0% of portfolio
|
Q4 2023
Reduced 58.83%
|
|