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 |
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
45,433
shares
|
$1.55 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
44,682
shares
|
$1.52 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
44,607
shares
|
$1.52 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
44,520
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
43,555
shares
|
$1.49 Million
0.55% of portfolio
|
Q2 2025
Added 240.94%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
42,698
shares
|
$1.46 Million
0.19% of portfolio
|
Q1 2025
Added 22023.32%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
42,271
shares
|
$1.44 Million
0.29% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
41,956
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
41,818
shares
|
$1.43 Million
0.76% of portfolio
|
Q2 2025
Added 418080.0%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
41,162
shares
|
$1.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
40,449
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
38,546
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
Added 682.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
38,381
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
37,642
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
36,768
shares
|
$1.25 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,136
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
34,192
shares
|
$1.17 Million
0.18% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
33,762
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
33,059
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
32,405
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
31,420
shares
|
$1.07 Million
0.61% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
31,333
shares
|
$1.07 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
30,376
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
29,740
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Added 40.75%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
29,227
shares
|
$996,640
0.11% of portfolio
|
Q2 2025
Reduced 0.37%
|