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 |
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
13,331
shares
|
$454,587
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
13,164
shares
|
$448,892
0.0% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,706
shares
|
$433,274
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12,372
shares
|
$421,885
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
12,337
shares
|
$420,691
0.29% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,178
shares
|
$415,269
0.01% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,010
shares
|
$409,541
0.03% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,904
shares
|
$405,926
0.04% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,566
shares
|
$394,400
0.09% of portfolio
|
Q2 2022
Reduced 69.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,281
shares
|
$384,682
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,055
shares
|
$376,975
0.0% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
10,940
shares
|
$373,054
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,896
shares
|
$371,553
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
10,703
shares
|
$364,972
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
10,427
shares
|
$355,560
0.14% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
10,002
shares
|
$341,068
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
9,900
shares
|
$337,590
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
9,785
shares
|
$333,668
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
9,696
shares
|
$330,633
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
9,664
shares
|
$329,542
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,637
shares
|
$328,621
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
9,508
shares
|
$324,222
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
9,313
shares
|
$317,573
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9,234
shares
|
$314,879
0.05% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
9,194
shares
|
$313,515
0.05% of portfolio
|
Q2 2025
Reduced 9.06%
|