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Schwab Fundamental Emerging Markets Equity ETF (FNDE) Institutional Ownership

Schwab Fundamental Emerging Markets Equity ETF logo
$40.50 -0.12 (-0.30%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
292
Total
Institutional Inflows
(last 12 months)
$554.05M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$174.95M
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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
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 CT 8,060$320K0.2%-19.4%0.003%
6/18/2026Western Wealth Management LLC12,186$466K0.0%N/A0.005%
6/3/2026Parallel Advisors LLC6,195$237K0.0%-26.3%0.003%
6/3/2026NewEdge Advisors LLC9,646$369K0.0%+895.5%0.004%
5/29/2026Asset Dedication LLC181,852$6.96M0.5%-11.1%0.078%
5/27/2026Allen Capital Group LLC95,989$3.67M0.3%+0.4%0.041%
5/20/2026January Capital Advisors LLC24,156$924K1.2%N/A0.010%
5/19/2026Western Wealth Management LLC12,186$466K0.0%N/A0.005%
5/19/2026 Sonoma Allocations LLC48,788$1.86M0.6%N/A0.021%
5/19/2026Bank of America Corp DE2,799,303$107.10M0.0%+29.8%1.201%
5/18/2026Royal Bank of Canada218,111$8.35M0.0%-2.5%0.094%
5/16/2026Quantinno Capital Management LP77,032$2.95M0.0%+25.5%0.033%
5/15/2026Intelligence Driven Advisers LLC5,928$227K0.0%-4.3%0.003%
5/15/2026Waverly Advisors LLC93,914$3.59M0.0%+18.6%0.040%
5/15/2026Van Den Berg Management I Inc.2,649$101K0.0%-37.8%0.001%
5/15/2026Vivaldi Capital Management LP69,431$2.66M0.4%-2.5%0.030%
5/14/2026Renaissance 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%
5/14/2026Modern Wealth Management LLC42,397$1.62M0.0%-7.3%0.018%
5/14/2026Lido Advisors LLC16,321$624K0.0%+31.7%0.007%
5/13/2026Cetera Investment Advisers259,210$9.92M0.0%+0.7%0.111%
5/13/2026WealthCollab LLC2,540$97K0.0%-51.5%0.001%
5/8/2026PNC 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%
5/7/2026Parallel Advisors LLC6,195$237K0.0%-26.3%0.003%
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5/7/2026 World Equity Group Inc.5,514$211K0.1%N/A0.002%
5/6/2026Cornerstone Planning Group LLC416,262$17.04M2.4%+17.9%0.179%
5/6/2026Assetmark Inc.69,773$2.67M0.0%+1.6%0.030%
5/6/2026 Independent Financial Group LLC5,909$226K0.0%N/A0.003%
5/6/2026Birchwood Financial Partners Inc.77,333$2.96M2.9%+2.1%0.033%
5/5/2026Westover Capital Advisors LLC159,685$6.11M1.1%+4.0%0.069%
5/5/2026Wealthfront Advisers LLC31,064$1.19M0.0%+15.0%0.013%
5/5/2026Bank of New York Mellon Corp19,195$734K0.0%-1.8%0.008%
5/5/2026Ethos Financial Group LLC17,847$683K0.0%-54.8%0.008%
5/5/2026LFA Lugano Financial Advisors SA334,560$12.80M6.5%+57.0%0.144%
5/5/2026SouthState Bank Corp11,345$434K0.0%-12.0%0.005%
5/5/2026Sanctuary Advisors LLC181,814$6.96M0.0%-33.0%0.078%
5/5/2026Members 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%
5/4/2026Bleakley Financial Group LLC439,715$16.82M0.3%+559.4%0.189%
5/2/2026Diversify Wealth Management LLC31,674$1.27M0.0%+25.0%0.014%
5/1/2026Kaizen 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%
5/1/2026Fifth Third Bancorp38,755$1.48M0.0%+912.9%0.017%
5/1/2026EQ Wealth Advisors LLC57,364$2.20M1.3%-4.2%0.025%
5/1/2026Droms Strauss Advisors Inc. MO ADV349,937$13.39M3.5%-2.7%0.150%
5/1/2026Simplicity 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%
4/30/2026Whipplewood Advisors LLC39,058$1.49M0.8%-2.5%0.017%
4/30/2026Financial Freedom LLC8,763$335K0.2%-11.4%0.004%
4/30/2026Millstone Evans Group LLC20,932$801K0.5%+533.7%0.009%
4/30/2026Kestra Advisory Services LLC15,864$607K0.0%+17.7%0.007%
4/30/2026Your Advocates Ltd. LLP222,078$8.50M2.6%+1.6%0.095%
4/30/2026Quantum Portfolio Management LLC89,010$3.41M0.0%+27.3%0.038%
4/29/2026Nicholas Hoffman & Company LLC.345,179$13.21M0.3%+8.0%0.148%
4/29/2026Resonant 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%
4/28/2026Kathmere Capital Management LLC379,370$14.52M0.9%+1.6%0.163%
4/28/2026Abel Hall LLC13,547$518K0.1%-2.9%0.006%
4/28/2026Bogart Wealth LLC1,857,268$71.06M2.7%+0.2%0.797%
4/28/2026Walkner 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%
4/27/2026Kelman Lazarov Inc.594,759$22.76M3.3%-2.1%0.255%
4/27/2026World Investment Advisors11,448$438K0.0%+8.9%0.005%
4/27/2026Lodestar Private Asset Management LLC6,321$242K0.0%N/A0.003%
4/27/2026Private Advisor Group LLC79,802$3.05M0.0%+218.3%0.034%
4/27/2026MOR Wealth Management LLC8,142$312K0.1%N/A0.003%
4/25/2026Keybank National Association OH8,556$327K0.0%N/A0.004%
4/25/2026 BetterWealth LLC11,979$458K0.1%N/A0.005%
4/24/2026Root Financial Partners LLC12,351$473K0.0%-9.7%0.005%
4/24/2026Essex LLC161,351$6.17M1.1%+2.0%0.069%
4/23/2026 Traub Capital Management LLC18,457$706K0.7%+1.4%0.008%
4/23/2026Balanced 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%
4/23/2026Asset Allocation Strategies LLC70,250$2.69M0.5%+1.3%0.030%
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4/23/2026 Apollon Wealth Management LLC136,533$5.22M0.1%+11.3%0.059%
4/22/2026Janney 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%
4/21/2026Foster & Motley Inc.1,241,800$47.51M2.5%-1.8%0.533%
4/21/2026Maseco LLP2,527$97K0.0%-22.2%0.001%
4/21/2026Silver 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%


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 382 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 15,442,716 shares in the last 24 months. This purchase volume represents approximately $554.05M in transactions.

Of the 130 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 4,971,703 shares in the last 24 months. This volume of shares sold represents approximately $174.95M in transactions.



This page (NYSEARCA:FNDE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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