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 375 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
104,394
shares
|
$3.27 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
97,465
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
96,866
shares
|
$3.04 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
95,843
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
89,459
shares
|
$2.8 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
87,729
shares
|
$2.75 Million
0.18% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
83,977
shares
|
$2.63 Million
0.02% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
83,014
shares
|
$2.6 Million
0.04% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
81,368
shares
|
$2.55 Million
0.19% of portfolio
|
Q4 2024
Added 197.82%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
79,384
shares
|
$2.49 Million
0.21% of portfolio
|
Q4 2024
Reduced 85.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
77,555
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
76,561
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,368
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.27%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
75,295
shares
|
$2.36 Million
1.81% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
72,256
shares
|
$2.26 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
70,058
shares
|
$2.2 Million
1.09% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
69,610
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
69,092
shares
|
$2.17 Million
0.02% of portfolio
|
Q4 2024
Added 122.95%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
68,019
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
67,618
shares
|
$2.12 Million
0.2% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
66,992
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.68%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
65,720
shares
|
$2.06 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
62,303
shares
|
$1.95 Million
0.28% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
61,244
shares
|
$1.92 Million
1.33% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
60,694
shares
|
$1.9 Million
0.92% of portfolio
|
Q4 2024
Added 3.14%
|