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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
124,947
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
124,772
shares
|
$4.67 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
124,551
shares
|
$4.66 Million
1.34% of portfolio
|
Q3 2025
Added 57.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
121,897
shares
|
$4.56 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
118,003
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 89.8%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
108,233
shares
|
$4.05 Million
1.29% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
107,458
shares
|
$4.02 Million
0.63% of portfolio
|
Q3 2023
Added 4.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
106,406
shares
|
$3.98 Million
1.12% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
104,324
shares
|
$3.9 Million
0.3% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
101,240
shares
|
$3.79 Million
0.3% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
97,519
shares
|
$3.65 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
97,345
shares
|
$3.64 Million
1.21% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
95,669
shares
|
$3.58 Million
0.13% of portfolio
|
Q3 2025
Added 258.15%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
93,889
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
93,681
shares
|
$3.51 Million
0.01% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
88,997
shares
|
$3.33 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
85,399
shares
|
$3.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 44.26%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
82,512
shares
|
$3.09 Million
1.89% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
82,393
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
81,501
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
79,787
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
76,639
shares
|
$2.87 Million
0.12% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,368
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.27%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
73,997
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
73,613
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|