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 |
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
211,779
shares
|
$7.22 Million
0.54% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
195,306
shares
|
$6.66 Million
0.04% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
195,200
shares
|
$6.66 Million
2.57% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
189,899
shares
|
$6.48 Million
0.39% of portfolio
|
Q2 2025
Added 36.07%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
186,813
shares
|
$6.37 Million
4.14% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
181,512
shares
|
$6.19 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
175,224
shares
|
$5.98 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
164,047
shares
|
$5.59 Million
1.09% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
157,591
shares
|
$5.37 Million
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
157,010
shares
|
$5.35 Million
0.24% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
153,428
shares
|
$5.23 Million
0.02% of portfolio
|
Q1 2025
Added 57.42%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
152,831
shares
|
$5.21 Million
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
152,791
shares
|
$5.21 Million
3.24% of portfolio
|
Q1 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
151,920
shares
|
$5.18 Million
2.86% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
148,372
shares
|
$5.06 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
145,571
shares
|
$4.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
145,571
shares
|
$4.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
142,948
shares
|
$4.87 Million
0.09% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
141,359
shares
|
$4.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.2%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
133,206
shares
|
$4.54 Million
0.19% of portfolio
|
Q2 2025
Added 1887.85%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
132,476
shares
|
$4.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
130,135
shares
|
$4.44 Million
0.1% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
129,025
shares
|
$4.4 Million
0.48% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
128,414
shares
|
$4.38 Million
0.09% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
126,209
shares
|
$4.3 Million
0.88% of portfolio
|
Q1 2025
New holding
|