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 412 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 $5.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
375,874
shares
|
$12.8 Million
2.74% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
365,643
shares
|
$12.5 Million
0.93% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
358,216
shares
|
$12.2 Million
4.04% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
357,912
shares
|
$12.2 Million
0.96% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
354,140
shares
|
$12.1 Million
0.23% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
353,835
shares
|
$12.1 Million
2.4% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
324,582
shares
|
$11.1 Million
1.28% of portfolio
|
Q2 2025
Added 30.81%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
320,551
shares
|
$10.9 Million
0.59% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
314,379
shares
|
$10.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
307,572
shares
|
$10.5 Million
3.78% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
290,285
shares
|
$9.9 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279,255
shares
|
$9.52 Million
3.51% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
276,545
shares
|
$9.43 Million
5.62% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
274,042
shares
|
$9.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
270,716
shares
|
$9.23 Million
3.46% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
262,753
shares
|
$8.96 Million
0.23% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
251,527
shares
|
$8.58 Million
3.19% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
243,450
shares
|
$8.3 Million
1.16% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
234,552
shares
|
$8 Million
3.62% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
229,703
shares
|
$7.83 Million
4.5% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
224,889
shares
|
$7.67 Million
0.0% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
224,814
shares
|
$7.67 Million
0.39% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
223,005
shares
|
$7.6 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
222,500
shares
|
$7.59 Million
0.01% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
222,223
shares
|
$7.58 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.41%
|