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Schwab Fundamental Emerging Markets Equity ETF (FNDE) Institutional Ownership

Schwab Fundamental Emerging Markets Equity ETF logo
$40.57 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE)

Number of
Institutional Buyers
(last 12 months)
302
Total
Institutional Inflows
(last 12 months)
$573.41M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$175.72M
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Skip Chart & View Institutional Buying and Selling Data

FNDE Institutional Buying and Selling by Quarter

Schwab Fundamental Emerging Markets Equity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
4/23/2026 Etesian Wealth Advisors Inc.136,959$5.24M1.7%+3.8%0.059%
4/23/2026 Asset Allocation Strategies LLC70,250$2.69M0.5%+1.3%0.030%
4/23/2026 Apollon Wealth Management LLC136,533$5.22M0.1%+11.3%0.059%
4/22/2026 Janney Montgomery Scott LLC95,099$3.64M0.0%+4.4%0.041%
4/22/2026 Trilogy Capital Inc.14,999$574K0.0%+76.5%0.006%
4/21/2026 Foster & Motley Inc.1,241,800$47.51M2.5%-1.8%0.533%
4/21/2026 Maseco LLP2,527$97K0.0%-22.2%0.001%
4/21/2026 Silver Oak Securities Incorporated104,841$4.01M0.3%+0.7%0.045%
4/18/2026 BCS Wealth Management48,932$1.87M0.4%-34.2%0.021%
4/18/2026 Vermillion Wealth Management Inc.2,772$106K0.0%-28.4%0.001%
4/18/2026 HHM Wealth Advisors LLC433,129$16.57M1.9%+0.1%0.186%
4/17/2026 AdvisorNet Financial Inc8,435$323K0.0%-5.8%0.004%
4/17/2026 Bell Investment Advisors Inc212,046$8.11M1.3%-2.1%0.091%
4/17/2026 Gibson Capital LLC18,728$717K0.1%-1.8%0.008%
4/17/2026 IFC & Insurance Marketing Inc.20,523$785K0.8%+27,264.0%0.009%
4/17/2026 Johnson Bixby & Associates LLC573,053$21.93M2.7%+7.3%0.246%
4/16/2026 Prairiewood Capital LLC353,734$13.53M3.9%+4.9%0.152%
4/16/2026 IVC Wealth Advisors LLC6,901$264K0.1%N/A0.003%
3/17/2026 Rockefeller Capital Management L.P.27,592$995K0.0%-2.0%0.012%
3/13/2026 World Investment Advisors10,515$379K0.0%N/A0.005%
3/12/2026Nalls Sherbakoff Group LLC3,200$115K0.1%N/A0.001%
3/9/2026 Corient Private Wealth LLC29,761$1.07M0.0%+108.8%0.013%
3/4/2026 SHP Wealth Management7,411$267K0.0%N/A0.003%
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3/2/2026 Sankala Group LLC13,623$491K0.4%N/A0.006%
2/19/2026 BFI Wealth Solutions LLC78,989$2.85M2.7%N/A0.035%
2/19/2026 Birchwood Financial Partners Inc.75,746$2.73M2.7%N/A0.033%
2/19/2026 Corient Private Wealth LLC29,761$1.07M0.0%+108.8%0.013%
2/18/2026 Mercer Global Advisors Inc. ADV84,738$3.06M0.0%+82.0%0.037%
2/18/2026 Beacon Pointe Advisors LLC43,183$1.56M0.0%+9.2%0.019%
2/18/2026 EP Wealth Advisors LLC214,010$7.72M0.0%N/A0.094%
2/18/2026 NewEdge Advisors LLC969$35K0.0%-81.6%0.000%
2/18/2026 Cahill Financial Advisors Inc.46,948$1.69M0.2%+1.5%0.021%
2/18/2026 Price Financial Group Wealth Management Inc6,143$234K7.5%N/A0.003%


FNDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 408 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 384 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 16,090,401 shares in the last 24 months. This purchase volume represents approximately $573.41M in transactions.

Of the 131 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: Charles Schwab Investment Management Inc. ($1.30M), National Bank of Canada FI ($1.04M), Unison Advisors LLC ($400.84K), Cornerstone Planning Group LLC ($315.94K), Victory Capital Management Inc. ($214.38K), Sculati Wealth Management LLC ($192.76K), and Osaic Holdings Inc. ($136.11K).

Institutional investors have sold a total of 5,001,256 shares in the last 24 months. This volume of shares sold represents approximately $175.72M in transactions.


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This page (NYSEARCA:FNDE) was last updated on 5/25/2026 by MarketBeat.com Staff.
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