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Schwab Fundamental Emerging Markets Equity ETF (FNDE) Institutional Ownership

Schwab Fundamental Emerging Markets Equity ETF logo
$42.74 +0.10 (+0.22%)
As of 01:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE)

Number of
Institutional Buyers
(last 12 months)
269
Total
Institutional Inflows
(last 12 months)
$477.89M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$121.23M
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FNDE Institutional Buying and Selling by Quarter

Schwab Fundamental Emerging Markets Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Range Advisory LLC12,961$514K0.1%+6.6%0.006%
8/27/2026 Corient Private Wealth LP34,603$1.37M0.0%-2.8%0.015%
8/25/2026 January Capital Advisors LLC212,219$8.42M7.1%+778.5%0.090%
8/23/2026 Ameritas Advisory Services LLC7,447$296K0.0%N/A0.003%
8/23/2026 Wedmont Private Capital22,147$898K0.0%+47.9%0.009%
8/23/2026 Asset Allocation Strategies LLC71,354$2.83M0.4%+1.6%0.030%
8/22/2026 MOR Wealth Management LLC15,523$616K0.2%+90.7%0.007%
8/22/2026 Concurrent Investment Advisors LLC390,468$15.49M0.1%+6.2%0.166%
8/21/2026 Continuum Advisory LLC1,872$74K0.0%N/A0.001%
8/21/2026 Firestone Capital Management22,548$895K0.2%+3.0%0.010%
8/21/2026 Symphony Financial Ltd. Co.6,252$248K0.0%N/A0.003%
8/15/2026 First Bancorp Inc ME1,290$51K0.0%N/A0.001%
7/10/2026 Charles Schwab Trust Co409,608$16.25M0.9%-0.4%0.175%
7/10/2026 Redhawk Wealth Advisors Inc.24,568$975K0.1%+125.2%0.011%
7/9/2026 Focus Financial Network Inc.30,652$1.22M0.0%+19.4%0.013%
7/9/2026 Allied Private Wealth LLC943$38K0.0%N/A0.000%
7/9/2026 IFC & Insurance Marketing Inc.23,028$914K0.8%+12.2%0.010%
7/9/2026 Sax Wealth Advisors LLC288,916$11.05M0.4%+6.8%0.124%
7/9/2026 Breakwater Capital Group40,206$1.60M0.2%+13.0%0.017%
7/8/2026 Elevation Wealth Partners LLC3,013$120K0.0%-10.3%0.001%
7/7/2026 Fermata Advisors LLC104,565$4.15M0.8%-0.6%0.045%
7/7/2026 CoreCap Advisors LLC3,331$132K0.0%-63.5%0.001%
7/6/2026 Bangor Savings Bank28,272$1.12M0.1%+122.0%0.012%
7/6/2026 Trilogy Capital Inc.16,289$646K0.0%+8.6%0.007%
7/2/2026 Kozak & Associates Inc.209,032$8.24M1.4%+63,629.3%0.089%
7/2/2026 Versant Capital Management Inc2,186$87K0.0%-35.7%0.001%
7/2/2026 Collective Family Office LLC59,387$2.36M0.5%+2.8%0.025%
7/2/2026 First County Bank CT8,060$320K0.2%-19.4%0.003%
6/18/2026 Western Wealth Management LLC12,186$466K0.0%N/A0.005%
6/3/2026 Parallel Advisors LLC6,195$237K0.0%-26.3%0.003%
6/3/2026 NewEdge Advisors LLC9,646$369K0.0%+895.5%0.004%
5/29/2026 Asset Dedication LLC181,852$6.96M0.5%-11.1%0.078%
5/27/2026 Allen Capital Group LLC95,989$3.67M0.3%+0.4%0.041%
5/20/2026 January Capital Advisors LLC24,156$924K1.2%N/A0.010%
5/19/2026 Western Wealth Management LLC12,186$466K0.0%N/A0.005%
5/19/2026 Sonoma Allocations LLC48,788$1.86M0.6%N/A0.021%
5/19/2026 Bank of America Corp DE2,799,303$107.10M0.0%+29.8%1.201%
5/18/2026 Royal Bank of Canada218,111$8.35M0.0%-2.5%0.094%
5/16/2026 Quantinno Capital Management LP77,032$2.95M0.0%+25.5%0.033%
5/15/2026 Intelligence Driven Advisers LLC5,928$227K0.0%-4.3%0.003%
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5/15/2026 Waverly Advisors LLC93,914$3.59M0.0%+18.6%0.040%
5/15/2026 Van Den Berg Management I Inc.2,649$101K0.0%-37.8%0.001%
5/15/2026 Vivaldi Capital Management LP69,431$2.66M0.4%-2.5%0.030%
5/14/2026 Renaissance Technologies LLC46,400$1.78M0.0%+56.8%0.020%
5/14/2026 Morningstar Investment Management LLC723,788$27.69M1.7%+3.3%0.311%
5/14/2026 Modern Wealth Management LLC42,397$1.62M0.0%-7.3%0.018%
5/14/2026 Lido Advisors LLC16,321$624K0.0%+31.7%0.007%
5/13/2026 Cetera Investment Advisers259,210$9.92M0.0%+0.7%0.111%
5/13/2026 WealthCollab LLC2,540$97K0.0%-51.5%0.001%
5/8/2026 PNC Financial Services Group Inc.3,900$149K0.0%N/A0.002%
5/8/2026 Cutler Investment Counsel LLC38,181$1.46M0.2%+24.3%0.016%
5/7/2026 Parallel Advisors LLC6,195$237K0.0%-26.3%0.003%
5/7/2026 World Equity Group Inc.5,514$211K0.1%N/A0.002%
5/6/2026 Cornerstone Planning Group LLC416,262$17.04M2.4%+17.9%0.179%
5/6/2026 Assetmark Inc.69,773$2.67M0.0%+1.6%0.030%
5/6/2026 Independent Financial Group LLC5,909$226K0.0%N/A0.003%
5/6/2026 Birchwood Financial Partners Inc.77,333$2.96M2.9%+2.1%0.033%
5/5/2026 Westover Capital Advisors LLC159,685$6.11M1.1%+4.0%0.069%
5/5/2026 Wealthfront Advisers LLC31,064$1.19M0.0%+15.0%0.013%
5/5/2026 Bank of New York Mellon Corp19,195$734K0.0%-1.8%0.008%
5/5/2026 Ethos Financial Group LLC17,847$683K0.0%-54.8%0.008%
5/5/2026 LFA Lugano Financial Advisors SA334,560$12.80M6.5%+57.0%0.144%
5/5/2026 SouthState Bank Corp11,345$434K0.0%-12.0%0.005%
5/5/2026 Sanctuary Advisors LLC181,814$6.96M0.0%-33.0%0.078%
5/5/2026 Members Trust Co6,351$243K0.0%N/A0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management126,608$4.84M0.1%-2.4%0.054%
5/4/2026 Bleakley Financial Group LLC439,715$16.82M0.3%+559.4%0.189%
5/2/2026 Diversify Wealth Management LLC31,674$1.27M0.0%+25.0%0.014%
5/1/2026 Kaizen Financial Strategies42,955$1.74M0.8%-13.3%0.018%
5/1/2026 Ferguson Wellman Capital Management Inc.5,567$213K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp38,755$1.48M0.0%+912.9%0.017%
5/1/2026 EQ Wealth Advisors LLC57,364$2.20M1.3%-4.2%0.025%
5/1/2026 Droms Strauss Advisors Inc. MO ADV349,937$13.39M3.5%-2.7%0.150%
5/1/2026 Simplicity Wealth LLC141,937$5.43M0.3%+6.5%0.061%
5/1/2026 Sequoia Financial Advisors LLC26,761$1.02M0.0%+15.9%0.011%
4/30/2026 Whipplewood Advisors LLC39,058$1.49M0.8%-2.5%0.017%
4/30/2026 Financial Freedom LLC8,763$335K0.2%-11.4%0.004%
4/30/2026 Millstone Evans Group LLC20,932$801K0.5%+533.7%0.009%
4/30/2026 Kestra Advisory Services LLC15,864$607K0.0%+17.7%0.007%
4/30/2026 Your Advocates Ltd. LLP222,078$8.50M2.6%+1.6%0.095%
4/30/2026 Quantum Portfolio Management LLC89,010$3.41M0.0%+27.3%0.038%
4/29/2026 Nicholas Hoffman & Company LLC.345,179$13.21M0.3%+8.0%0.148%
4/29/2026 Resonant Capital Advisors LLC556,985$21.31M1.1%-12.9%0.239%
4/29/2026 Unison Advisors LLC972,627$37.21M2.8%-2.6%0.417%
4/28/2026 Kathmere Capital Management LLC379,370$14.52M0.9%+1.6%0.163%
4/28/2026 Abel Hall LLC13,547$518K0.1%-2.9%0.006%
4/28/2026 Bogart Wealth LLC1,857,268$71.06M2.7%+0.2%0.797%
4/28/2026 Walkner Condon Financial Advisors LLC17,423$667K0.1%-4.2%0.007%
4/28/2026 QRG Capital Management Inc.22,682$868K0.0%-4.2%0.010%
4/27/2026 Kelman Lazarov Inc.594,759$22.76M3.3%-2.1%0.255%
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4/27/2026 World Investment Advisors11,448$438K0.0%+8.9%0.005%
4/27/2026 Lodestar Private Asset Management LLC6,321$242K0.0%N/A0.003%
4/27/2026 Private Advisor Group LLC79,802$3.05M0.0%+218.3%0.034%
4/27/2026 MOR Wealth Management LLC8,142$312K0.1%N/A0.003%
4/25/2026 Keybank National Association OH8,556$327K0.0%N/A0.004%
4/25/2026 BetterWealth LLC11,979$458K0.1%N/A0.005%
4/24/2026 Root Financial Partners LLC12,351$473K0.0%-9.7%0.005%
4/24/2026 Essex LLC161,351$6.17M1.1%+2.0%0.069%
4/23/2026 Traub Capital Management LLC18,457$706K0.7%+1.4%0.008%
4/23/2026 Balanced Wealth Group LLC308,618$11.81M4.2%+5.5%0.132%


FNDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 407 institutional investors and hedge funds held shares of Schwab Fundamental Emerging Markets Equity ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($4.43B), FMR LLC ($527.55M), Morgan Stanley ($147.10M), Bank of America Corp DE ($107.10M), Victory Capital Management Inc. ($73.12M), Bogart Wealth LLC ($71.06M), and 1832 Asset Management L.P. ($57.82M).Learn more on Schwab Fundamental Emerging Markets Equity ETF's institutional investors.

Of the 378 institutional investors that purchased Schwab Fundamental Emerging Markets Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($5.21M), Morgan Stanley ($1.28M), Wells Fargo & Company MN ($1.19M), Charles Schwab Investment Management Inc. ($1.10M), Raymond James Financial Inc. ($1.09M), Bogart Wealth LLC ($1.00M), and Bank of America Corp DE ($991.76K).

Institutional investors have bought a total of 13,085,985 shares in the last 24 months. This purchase volume represents approximately $477.89M in transactions.

Of the 118 institutional investors that sold Schwab Fundamental Emerging Markets Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($1.04M), Unison Advisors LLC ($382.27K), Cornerstone Planning Group LLC ($315.94K), Victory Capital Management Inc. ($214.38K), Osaic Holdings Inc. ($136.11K), MML Investors Services LLC ($118.12K), and Aspiriant LLC ($93.86K).

Institutional investors have sold a total of 3,344,068 shares in the last 24 months. This volume of shares sold represents approximately $121.23M in transactions.



Institutional ownership data for NYSEARCA:FNDE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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