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 |
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
28,599
shares
|
$975,225
0.35% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
28,377
shares
|
$967,655
0.44% of portfolio
|
Q2 2025
Added 33.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
28,139
shares
|
$959,539
0.0% of portfolio
|
Q1 2025
Reduced 63.46%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
27,807
shares
|
$948,218
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
27,714
shares
|
$945,047
0.38% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
27,465
shares
|
$936,556
0.7% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
26,712
shares
|
$910,879
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,305
shares
|
$897,000
0.03% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
25,978
shares
|
$885,849
0.07% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
25,957
shares
|
$885,133
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
25,823
shares
|
$880,564
0.18% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
24,681
shares
|
$841,622
0.12% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
23,914
shares
|
$815,467
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
22,240
shares
|
$758,384
0.06% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
22,055
shares
|
$752,075
0.42% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
21,268
shares
|
$725,238
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
21,140
shares
|
$720,874
0.0% of portfolio
|
Q1 2025
Reduced 95.25%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
20,970
shares
|
$715,077
0.18% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
20,900
shares
|
$712,690
0.0% of portfolio
|
Q1 2025
Reduced 72.7%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
20,664
shares
|
$704,642
0.44% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,641
shares
|
$703,858
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
20,377
shares
|
$694,855
0.19% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
19,756
shares
|
$673,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
19,390
shares
|
$661,199
0.33% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
19,312
shares
|
$658,539
0.0% of portfolio
|
Q2 2025
Added 68.03%
|