SCHWAB FNDMNTL EM MRK EQ ETF FNDE
$39.42
+0.1% 52w: $30.69 – $42.15
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data30.6936.4242.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
469
+38 QoQ
13F value
$7.16B
+7.4% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $318K puts
Institutional value by quarter
Number of holders
Who owns FNDE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 124.0M | $4.74B | 0.7% | +0.9% |
| FMR LLC | Long only active | 15.5M | $591.6M | 0.0% | -6.7% |
| MORGAN STANLEY | Bank broker | 3.8M | $144.5M | 0.0% | -7.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.8M | $107.1M | 0.0% | +29.8% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 2.2M | $85.2M | 0.1% | +10.1% |
| Bogart Wealth, LLC | Wealth advisor | 1.9M | $71.1M | 2.7% | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $54.4M | 0.0% | +5.0% |
| FOSTER & MOTLEY INC | Other | 1.2M | $47.5M | 2.5% | -1.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $44.7M | 0.0% | -2.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.0M | $39.1M | 0.0% | +52.5% |
| Unison Advisors LLC | Wealth advisor | 972.6K | $37.2M | 2.8% | -2.6% |
| Morningstar Investment Management LLC | Other | 723.8K | $27.7M | 1.7% | +3.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 720.7K | $27.6M | 0.0% | +16.0% |
| Almanack Investment Partners, LLC. | Wealth advisor | 712.0K | $27.2M | 4.6% | +1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 666.2K | $25.5M | 0.0% | -38.7% |
| UBS Group AG | Bank broker | 650.4K | $24.9M | 0.0% | +15.1% |
| Kelman-Lazarov, Inc. | Wealth advisor | 594.8K | $22.8M | 3.3% | -2.1% |
| AlphaCore Capital LLC | Wealth advisor | 593.3K | $22.7M | 0.5% | -0.6% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 573.1K | $21.9M | 2.7% | +7.3% |
| Seven Springs Wealth Group, LLC | Wealth advisor | 563.5K | $21.6M | 5.0% | +24.2% |
| Resonant Capital Advisors, LLC | Wealth advisor | 557.0K | $21.3M | 1.1% | -12.9% |
| ASPIRIANT, LLC | Wealth advisor | 544.9K | $20.8M | 0.6% | +0.5% |
| Elgethun Capital Management | Other | 539.8K | $20.7M | 3.4% | +0.6% |
| LPL Financial LLC | Bank broker | 538.4K | $20.6M | 0.0% | +18.9% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 513.9K | $19.7M | 0.3% | +8.0% |
| HighTower Advisors, LLC | Diversified mechanical | 510.9K | $19.5M | 0.0% | +40.3% |
| CVA Family Office, LLC | Wealth advisor | 509.6K | $19.5M | 2.1% | +36.2% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 453.7K | $17.4M | 2.2% | +2.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 445.6K | $17.0M | 0.0% | -1.1% |
| Cornerstone Planning Group LLC | Wealth advisor | 416.3K | $17.0M | 2.3% | +17.9% |
| Bleakley Financial Group, LLC | Wealth advisor | 439.7K | $16.8M | 0.3% | +559.4% |
| HHM Wealth Advisors, LLC | Wealth advisor | 433.1K | $16.6M | 1.9% | +0.1% |
| Charles Schwab Trust Co | Wealth advisor | 411.4K | $15.7M | 1.0% | +2.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 405.9K | $15.5M | 0.0% | -17.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 391.9K | $15.0M | 0.0% | +372.4% |
| Kathmere Capital Management, LLC | Wealth advisor | 379.4K | $14.5M | 0.9% | +1.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 367.5K | $14.1M | 0.2% | +130.6% |
| MOLLER WEALTH PARTNERS | Wealth advisor | 367.3K | $14.1M | 2.8% | +3.9% |
| Prairiewood Capital, LLC | Wealth advisor | 353.7K | $13.5M | 3.9% | +4.9% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | Wealth advisor | 349.9K | $13.4M | 3.5% | -2.7% |
| CABOT WEALTH MANAGEMENT INC | Other | 348.3K | $13.3M | 1.5% | +0.8% |
| Nicholas Hoffman & Company, LLC. | Wealth advisor | 345.2K | $13.2M | 0.3% | +8.0% |
| LFA - Lugano Financial Advisors SA | Wealth advisor | 334.6K | $12.8M | 6.5% | +57.0% |
| CHILTON CAPITAL MANAGEMENT LLC | Other | 332.9K | $12.7M | 0.4% | +6.2% |
| Tandem Financial, LLC | Wealth advisor | 328.7K | $12.6M | 4.3% | New |
| COWA, LLC | Wealth advisor | 322.9K | $12.4M | 3.6% | +3.7% |
| BALANCED WEALTH GROUP LLC | Wealth advisor | 308.6K | $11.8M | 4.2% | +5.5% |
| McAdam, LLC | Wealth advisor | 300.6K | $11.5M | 0.5% | -3.4% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 273.1K | $10.4M | 0.3% | -2.9% |
| Cetera Investment Advisers | Wealth advisor | 259.2K | $9.9M | 0.0% | +0.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.