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 |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
220,397
shares
|
$8.25 Million
3.55% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
215,239
shares
|
$8.06 Million
1.75% of portfolio
|
Q3 2025
Reduced 39.17%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
213,903
shares
|
$8.01 Million
4.13% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
211,732
shares
|
$7.93 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
207,352
shares
|
$7.76 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
195,306
shares
|
$7.31 Million
0.04% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
184,585
shares
|
$6.91 Million
0.04% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
181,512
shares
|
$6.79 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
174,769
shares
|
$6.54 Million
3.67% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
168,052
shares
|
$6.29 Million
0.0% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
157,010
shares
|
$5.88 Million
0.24% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
156,860
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
155,395
shares
|
$5.82 Million
1.19% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
153,859
shares
|
$5.76 Million
3.09% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
152,591
shares
|
$5.71 Million
0.09% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
148,588
shares
|
$5.56 Million
2.59% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
148,160
shares
|
$5.55 Million
1.03% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
147,809
shares
|
$5.53 Million
4.58% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
145,571
shares
|
$5.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
135,028
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2025
Added 28.04%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
133,026
shares
|
$4.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
132,625
shares
|
$4.96 Million
0.03% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
132,210
shares
|
$4.95 Million
0.1% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
129,657
shares
|
$4.85 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
128,467
shares
|
$4.81 Million
0.82% of portfolio
|
Q3 2025
Added 5.53%
|
|