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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
14,253
shares
|
$533,489
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
14,245
shares
|
$533,190
0.21% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
13,619
shares
|
$509,759
0.19% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
13,272
shares
|
$496,770
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
13,190
shares
|
$493,701
0.16% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
13,162
shares
|
$492,653
0.02% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
12,947
shares
|
$484,606
0.31% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,888
shares
|
$482,397
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,706
shares
|
$475,585
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
12,501
shares
|
$467,912
0.01% of portfolio
|
Q3 2025
Added 29.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
12,463
shares
|
$466,490
0.0% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
12,186
shares
|
$456,121
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,161
shares
|
$455,186
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
12,128
shares
|
$453,951
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
11,978
shares
|
$448,336
0.0% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,804
shares
|
$441,823
0.01% of portfolio
|
Q3 2025
Added 61.59%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,566
shares
|
$432,915
0.09% of portfolio
|
Q2 2022
Reduced 69.78%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
11,386
shares
|
$426,177
0.02% of portfolio
|
Q3 2025
Reduced 18.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
11,357
shares
|
$425,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,203
shares
|
$419,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,896
shares
|
$407,837
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
10,703
shares
|
$400,613
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
10,534
shares
|
$394,287
0.02% of portfolio
|
Q3 2025
Added 36.31%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,465
shares
|
$391,704
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,465
shares
|
$391,704
0.0% of portfolio
|
Q3 2025
Reduced 5.34%
|
|