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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
34,453
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 374.1%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
32,705
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 53.78%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
32,620
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
32,350
shares
|
$1.21 Million
0.64% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,569
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 57.55%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
30,683
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
29,075
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
28,850
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
28,721
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
28,443
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
28,373
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,152
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 36.14%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
28,070
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
28,026
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
27,714
shares
|
$1.04 Million
0.38% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
25,957
shares
|
$971,570
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
25,858
shares
|
$967,864
0.69% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
25,420
shares
|
$951,470
0.12% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
25,183
shares
|
$942,599
0.07% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
24,868
shares
|
$930,809
0.0% of portfolio
|
Q3 2025
Added 28.77%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,851
shares
|
$930,172
0.0% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
24,283
shares
|
$908,912
0.21% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
24,258
shares
|
$907,976
0.03% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
23,493
shares
|
$879,342
0.23% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
22,771
shares
|
$852,318
0.19% of portfolio
|
Q3 2025
Added 24.69%
|
|