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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
49,214
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
48,443
shares
|
$1.81 Million
0.52% of portfolio
|
Q1 2021
Added 430.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48,290
shares
|
$1.81 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
47,833
shares
|
$1.79 Million
0.27% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
46,554
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 29.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
46,252
shares
|
$1.73 Million
0.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
46,205
shares
|
$1.73 Million
0.49% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
45,909
shares
|
$1.72 Million
0.81% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
45,872
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
44,682
shares
|
$1.67 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
44,395
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
43,301
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
43,051
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Added 79.96%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42,467
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
42,271
shares
|
$1.58 Million
0.3% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
41,521
shares
|
$1.55 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
40,471
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
39,561
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
38,985
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
38,537
shares
|
$1.44 Million
2.07% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
38,068
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
36,766
shares
|
$1.38 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
35,945
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
35,605
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 282.32%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
34,832
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Added 1.87%
|
|