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 |
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
121,736
shares
|
$4.15 Million
0.75% of portfolio
|
Q2 2025
Added 2.55%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
119,322
shares
|
$4.07 Million
0.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
114,090
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Added 19.04%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
107,458
shares
|
$3.66 Million
0.63% of portfolio
|
Q3 2023
Added 4.71%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
105,294
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
105,216
shares
|
$3.59 Million
1.04% of portfolio
|
Q2 2025
Added 2.29%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
104,564
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Added 34.83%
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
102,798
shares
|
$3.51 Million
1.43% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
102,451
shares
|
$3.49 Million
0.32% of portfolio
|
Q2 2025
Added 14.47%
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
98,836
shares
|
$3.37 Million
0.35% of portfolio
|
Q1 2025
Added 2.03%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
98,304
shares
|
$3.35 Million
0.29% of portfolio
|
Q2 2025
Added 43.73%
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
89,732
shares
|
$3.06 Million
1.12% of portfolio
|
Q2 2025
Added 0.67%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
87,413
shares
|
$2.98 Million
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
87,350
shares
|
$2.98 Million
1.08% of portfolio
|
Q2 2025
Added 44.88%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
83,283
shares
|
$2.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
78,590
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
77,590
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 89.33%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,368
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.27%
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
74,839
shares
|
$2.55 Million
1.67% of portfolio
|
Q2 2025
Added 3.41%
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
70,474
shares
|
$2.4 Million
0.35% of portfolio
|
Q2 2025
Added 2.01%
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
70,474
shares
|
$2.4 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
69,738
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
68,516
shares
|
$2.34 Million
0.59% of portfolio
|
Q2 2025
Added 0.46%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
67,479
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
66,720
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2025
Added 3.41%
|