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 |
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
19,270
shares
|
$657,107
0.1% of portfolio
|
Q2 2025
New holding
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,911
shares
|
$644,865
0.13% of portfolio
|
Q2 2025
Added 58.0%
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
18,697
shares
|
$637,567
0.17% of portfolio
|
Q2 2025
New holding
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,662
shares
|
$636,374
0.11% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
18,455
shares
|
$629,315
0.31% of portfolio
|
Q4 2024
Added 0.67%
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
17,502
shares
|
$596,818
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
17,286
shares
|
$589,452
0.36% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
17,183
shares
|
$585,940
0.35% of portfolio
|
Q4 2024
Added 3.96%
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,172
shares
|
$585,565
0.21% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,971
shares
|
$578,711
0.01% of portfolio
|
Q2 2025
Added 30.93%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,834
shares
|
$574,039
0.0% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,829
shares
|
$573,868
0.01% of portfolio
|
Q2 2025
Added 4.67%
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
16,597
shares
|
$565,957
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
15,785
shares
|
$538,268
0.0% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,585
shares
|
$531,448
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
15,488
shares
|
$528,140
0.0% of portfolio
|
Q2 2025
Reduced 22.96%
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
15,337
shares
|
$522,991
0.02% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
15,233
shares
|
$519,445
0.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
15,022
shares
|
$512,250
0.17% of portfolio
|
Q2 2025
Added 13.63%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
14,341
shares
|
$489,028
0.22% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,960
shares
|
$476,036
0.13% of portfolio
|
Q2 2025
Added 7.02%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
13,946
shares
|
$475,558
0.03% of portfolio
|
Q2 2025
Added 81.56%
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
13,680
shares
|
$466,488
0.2% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,621
shares
|
$464,476
0.01% of portfolio
|
Q1 2025
New holding
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,338
shares
|
$454,825
0.0% of portfolio
|
Q1 2025
Added 15.01%
|