Schwab Fndmntl Em MRK Eq ETFFNDEETF
13F holders, Q1 2024 (March 31)307holders
2famous investors
$27.94avg. 13F price*
At the end of Q1 2024, 307 institutions reported holding Schwab Fndmntl Em MRK Eq ETF (FNDE) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($3.5B), FMR LLC ($240.3M) and SageView Advisory Group, LLC ($106.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Schwab Fndmntl Em MRK Eq ETF
- CUSIP
- 808524730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $10.2M |
| Exits | 37 | $13.8M |
Ownership 307 holders
| Charles Schwab Investment Advisory, Inc. | 4.76% | Add +1.2% | 124,878,009 | $3.5B |
| FMR LLC | 0.02% | Add +7.8% | 8,656,006 | $240.3M |
| SageView Advisory Group, LLC | 5.36% | Add +17329.4% | 2,720,385 | $106.1M |
| Victory Capital Management Inc. | 0.10% | No change | 3,727,808 | $103.5M |
| Unison Advisors LLC | 7.23% | Reduce -1.5% | 2,637,035 | $73.2M |
| 1832 Asset Management L.P. | 0.13% | Reduce -5.1% | 2,621,849 | $72.8M |
| Bank of America Corp. | 0.01% | Add +7.7% | 2,032,748 | $56.4M |
| Morgan Stanley | 0.00% | Add +7.9% | 1,941,871 | $53.9M |
| Foster & Motley Inc. | 2.64% | Add +0.5% | 1,383,653 | $38.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 1,110,744 | $30.8M |
| Aspiriant, LLC | 0.86% | Reduce -18.6% | 748,134 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.9% | 692,079 | $19.2M |
| Morningstar Investment Management LLC | 1.96% | Reduce -0.9% | 650,867 | $18.1M |
| Alps Advisors Inc. | 0.13% | Reduce -0.1% | 648,579 | $18.0M |
| National Bank of Canada | 0.03% | Add +16.8% | 552,916 | $16.4M |
| Morningstar Investment Services LLC | 0.18% | Reduce -51.1% | 581,351 | $16.1M |
| UBS Group AG | 0.01% | Add +5.4% | 571,214 | $15.9M |
| Kelman-Lazarov, Inc. | 3.09% | Add +6.1% | 569,980 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +34.5% | 558,474 | $15.5M |
| Callan Capital, LLC | 1.25% | Add +20.9% | 513,245 | $14.2M |
| HHM Wealth Advisors, LLC | 2.19% | Add +6.1% | 479,883 | $13.3M |
| Raymond James & Associates | 0.01% | Reduce -0.5% | 440,276 | $12.2M |
| McAdam, LLC | 0.76% | Reduce -1.9% | 427,063 | $11.9M |
| Resonant Capital Advisors, LLC | 0.99% | Add +2.7% | 416,863 | $11.6M |
| Your Advocates Ltd., LLP | 4.73% | Reduce -7.8% | 403,698 | $11.2M |
| Almanack Investment Partners, LLC. | 1.82% | Add +11.0% | 384,208 | $10.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.3% | 379,944 | $10.5M |
| Cabot Wealth Management Inc. | 1.36% | Add +3.7% | 373,549 | $10.4M |
| Moller Wealth Partners | 2.52% | Add +1.5% | 335,126 | $9.3M |
| Lincoln National Corp. | 0.14% | Add +14.9% | 328,692 | $9.1M |
| Exencial Wealth Advisors, LLC | 0.33% | Reduce -3.1% | 319,843 | $8.9M |
| Charles Schwab Trust Co | 0.82% | Add +11.8% | 313,708 | $8.7M |
| Chilton Capital Management LLC | 0.41% | Reduce -2.6% | 309,844 | $8.6M |
| Kathmere Capital Management, LLC | 0.98% | Add +10.9% | 307,337 | $8.5M |
| CVA Family Office, LLC | 1.50% | Reduce -4.1% | 301,813 | $8.4M |
| Seven Springs Wealth Group, LLC | 3.27% | Add +2.1% | 300,323 | $8.3M |
| AlphaMark Advisors, LLC | 2.88% | Add +3.3% | 295,185 | $8.2M |
| Asset Dedication, LLC | 0.58% | Reduce -6.3% | 278,790 | $7.7M |
| Prairiewood Capital, LLC | 3.54% | Add +12.1% | 271,962 | $7.5M |
| Elgethun Capital Management | 1.89% | Add +0.3% | 268,711 | $7.5M |
| Johnson Bixby & Associates, LLC | 1.25% | Add +10.9% | 258,598 | $7.2M |
| Waterford Advisors, LLC | 3.00% | Add +4.7% | 255,031 | $7.1M |
| Sebold Capital Management, Inc. | 4.72% | Add +5.4% | 251,903 | $7.0M |
| RHS Financial, LLC | 3.84% | Reduce -4.5% | 237,604 | $6.6M |
| Savant Capital, LLC | 0.07% | Reduce -8.2% | 232,666 | $6.5M |
| Bell Investment Advisors, Inc | 1.19% | Add +0.9% | 219,173 | $6.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -19.5% | 216,661 | $6.0M |
| IFG Advisory, LLC | 0.42% | Add +40.1% | 201,525 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 196,883 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -7.3% | 190,597 | $5.3M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -7.3% | 190,597 | $5.3M |
| Sculati Wealth Management, LLC | 2.25% | Add +8.2% | 186,948 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -12.2% | 182,397 | $5.1M |
| LPL Financial LLC | 0.00% | Add +2.8% | 172,441 | $4.8M |
| Keeler Thomas Management LLC | 1.59% | Add +35.3% | 166,652 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -93.9% | 159,294 | $4.4M |
| Wealth Forward, LLC | 3.41% | Add +4.2% | 156,223 | $4.3M |
| Edge Capital Group, LLC | 0.21% | No change | 150,435 | $4.2M |
| Flow Traders U.S. LLC | 0.22% | Add +100.1% | 148,170 | $4.1M |
| Essex LLC | 0.90% | Add +2.5% | 141,480 | $3.9M |
| Principal Securities, Inc. | 0.11% | Add +9.1% | 129,359 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Add +0.7% | 128,556 | $3.6M |
| Cheviot Value Management, LLC | 0.78% | Add +0.7% | 128,192 | $3.6M |
| Trust Point Inc. | 0.26% | Add +9.7% | 119,087 | $3.3M |
| Creative Planning | 0.00% | Add +10.3% | 115,935 | $3.2M |
| Old Mission Capital LLC | 0.08% | Reduce -86.5% | 114,111 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.9% | 111,731 | $3.1M |
| MAI Capital Management | 0.03% | New | 106,457 | $3.0M |
| Alpha Omega Wealth Management LLC | 0.54% | Add +7.0% | 104,343 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +155.1% | 99,423 | $2.8M |
| Allen Capital Group, LLC | 0.39% | Add +4.1% | 97,490 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -0.7% | 96,199 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +37.4% | 95,898 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +16.1% | 93,698 | $2.6M |
| Sensible Money, LLC | 1.36% | Add +0.1% | 91,342 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.5% | 82,192 | $2.3M |
| Collective Family Office LLC | 0.71% | Reduce -2.5% | 78,286 | $2.2M |
| Northland Capital Management LLC | 1.49% | Add +11.6% | 76,887 | $2.1M |
| Geneos Wealth Management Inc. | 0.09% | Add +70683.8% | 74,323 | $2.1M |
| FF Advisors,LLC | 1.32% | Reduce -5.1% | 68,740 | $1.9M |
| Mariner, LLC | 0.00% | Add +41.0% | 68,269 | $1.9M |
| Cowa, LLC | 1.11% | Add +41.6% | 68,108 | $1.9M |
| Systelligence, LLC | 0.48% | No change | 65,711 | $1.8M |
| Clark Capital Management Group, Inc. | 0.01% | Add +9.1% | 64,078 | $1.8M |
| Waverly Advisors, LLC | 0.04% | Add +0.6% | 63,348 | $1.8M |
| Debussy Capital Management LP | 0.51% | Add +4.5% | 58,651 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +162.7% | 61,742 | $1.7M |
| Cambridge Financial Group, LLC | 0.79% | Reduce -0.7% | 59,795 | $1.7M |
| Red Tortoise LLC | 0.91% | Reduce -0.1% | 58,444 | $1.6M |
| Focus Partners Wealth | 0.01% | New | 55,838 | $1.6M |
| Ackerman Capital Advisors, LLC | 0.39% | Reduce -0.1% | 50,789 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.6% | 50,084 | $1.4M |
| Wade Financial Advisory, Inc | 0.50% | Reduce -56.5% | 49,290 | $1.4M |
| Harbor Advisory Corp. | 0.46% | No change | 48,443 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +18.7% | 47,187 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Add +0.3% | 46,637 | $1.3M |
| Occidental Asset Management, LLC | 0.24% | Add +7.0% | 46,512 | $1.3M |
| Hengehold Capital Management LLC | 0.14% | Reduce -3.4% | 45,761 | $1.3M |
| Aspire Wealth Management Corp | 0.75% | Add +3.3% | 44,736 | $1.2M |
| Bruce G. Allen Investments, LLC | 1.02% | Reduce -3.3% | 44,652 | $1.2M |
| Kaizen Financial Strategies | 0.83% | Add +2.3% | 44,133 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -85.5% | 43,894 | $1.2M |
| Leavell Investment Management, Inc. | 0.07% | Add +7.9% | 42,084 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -98.8% | 41,720 | $1.2M |
| Quantum Portfolio Management LLC | 0.66% | Reduce -42.1% | 41,536 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.0% | 40,158 | $1.1M |
| Gsa Capital Partners LLP | 0.09% | Reduce -39.2% | 39,312 | $1.1M |
| First National Corp. /Ma/ | 0.26% | No change | 39,202 | $1.1M |
| Silver Oak Securities, Incorporated | 0.16% | Add +8.1% | 38,141 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -10.0% | 36,260 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -7.8% | 35,269 | $979K |
| Austin Private Wealth, LLC | 0.11% | Add +0.2% | 34,854 | $978K |
| AlphaQ Advisors LLC | 0.58% | Reduce -15.7% | 34,476 | $957K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.5% | 34,068 | $946K |
| Jackson Creek Investment Advisors LLC | 0.34% | Reduce -6.4% | 33,919 | $942K |
| Opus Capital Group, LLC | 0.14% | Reduce -1.6% | 33,289 | $924K |
| Betterment LLC | 0.00% | Add +13.3% | 30,661 | $851K |
| Johnson Investment Counsel Inc. | 0.01% | New | 29,172 | $810K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -49.9% | 28,641 | $795K |
| Cutler Investment Counsel LLC | 0.11% | Add +13.5% | 28,586 | $794K |
| Cape Investment Advisory, Inc. | 0.36% | Add +14.5% | 27,938 | $776K |
| Forza Wealth Management, LLC | 0.40% | No change | 27,714 | $769K |
| Corient Private Wealth LP | 0.00% | Add +72.6% | 27,646 | $767K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 27,077 | $752K |
| Private Capital Management LLC | 0.15% | Reduce -7.8% | 24,376 | $677K |
| Gibson Capital, LLC | 0.14% | No change | 23,494 | $652K |
| Goldstone Financial Group, LLC | 0.15% | Add +2.3% | 23,229 | $645K |
| Focus Financial Network, Inc. | 0.03% | — | 23,273 | $637K |
| Main Street Financial Solutions, LLC | 0.07% | New | 22,090 | $613K |
| Wealthfront Advisers LLC | 0.00% | Add +13.0% | 22,048 | $612K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 21,559 | $598K |
| Firestone Capital Management | 0.16% | Add +3.8% | 21,135 | $587K |
| EP Wealth Advisors, LLC | 0.01% | Add +26.6% | 21,133 | $587K |
| WMS Partners, LLC | 0.04% | No change | 20,461 | $568K |
| Marshall Wace, LLP | 0.00% | New | 20,414 | $567K |
| Bangor Savings Bank | 0.06% | Reduce -13.1% | 19,612 | $544K |
| Index Fund Advisors, Inc. | 0.03% | Add +0.9% | 18,578 | $516K |
| Millennium Management | 0.00% | New | 18,409 | $511K |
| Foster Group, Inc. | 0.02% | Add +18.1% | 17,335 | $481K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -4.6% | 17,331 | $481K |
| Abel Hall, LLC | 0.34% | Reduce -8.7% | 16,599 | $461K |
| Synergy Asset Management, LLC | 0.08% | Add +38.7% | 16,522 | $459K |
| Clarity Capital Advisors, LLC | 0.36% | No change | 16,401 | $455K |
| Von Berge Wealth Management Group, LLC | 0.29% | No change | 16,212 | $450K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +60.7% | 16,126 | $448K |
| Trivium Point Advisory, LLC | 0.10% | Add +14.7% | 15,895 | $441K |
| Guardian Financial Partners, LLC | 0.30% | Add +13.3% | 15,787 | $438K |
| REDW Wealth LLC | 0.11% | No change | 15,200 | $422K |
| Squarepoint Ops LLC | 0.00% | New | 14,646 | $407K |
| Brio Consultants, LLC | 0.07% | Add +6.1% | 14,610 | $406K |
| Appleton Partners Inc. | 0.03% | Add +67.4% | 14,589 | $405K |
| Saxon Interests, Inc. | 0.19% | Reduce -31.4% | 14,536 | $404K |
| Lee Financial Co | 0.07% | Add +122.7% | 14,282 | $396K |
| MorganRosel Wealth Management, LLC | 0.14% | Add +9.8% | 13,808 | $383K |
| SpiderRock Advisors, LLC | 0.01% | — | 13,510 | $372K |
| Bond & Devick Financial Network, Inc. | 0.20% | No change | 13,220 | $367K |
| Oarsman Capital, Inc. | 0.09% | Add +2.4% | 13,112 | $364K |
| Wedmont Private Capital | 0.03% | Add +5.5% | 12,496 | $356K |
| Revolve Wealth Partners, LLC | 0.06% | Add +1.5% | 12,462 | $346K |
| Tempus Wealth Planning, LLC | 0.15% | Add +5.5% | 12,114 | $336K |
| HUB Investment Partners, LLC | 0.02% | New | 11,807 | $328K |
| Proficio Capital Partners LLC | 0.03% | No change | 11,400 | $316K |
| Janiczek Wealth Management, LLC | 0.07% | No change | 11,021 | $306K |
| Goodman Financial Corp | 0.07% | New | 10,520 | $292K |
| Clarus Group, Inc. | 0.20% | Add +0.3% | 10,391 | $288K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.2% | 10,327 | $287K |
| Parsons Capital Management Inc. | 0.02% | Reduce -3.2% | 10,147 | $282K |
| HRT Financial LP | 0.00% | New | 10,141 | $281K |
| Cerity Partners LLC | 0.00% | Reduce -31.4% | 10,136 | $281K |
| Quadrant Capital Group LLC | 0.02% | Add +60.7% | 10,031 | $278K |
| Prudential Financial Inc. | 0.00% | Reduce -2.0% | 9,897 | $275K |
| Versant Capital Management, Inc | 0.08% | Add +5.2% | 9,885 | $274K |
| Paragon Capital Management Ltd | 0.05% | New | 9,763 | $271K |
| Bank of Montreal | 0.00% | Reduce -87.3% | 9,750 | $271K |
| Private Advisor Group, LLC | 0.00% | New | 9,472 | $263K |
| Warner Financial, Inc. | 0.13% | No change | 9,440 | $262K |
| Waterfront Wealth Inc. | 0.07% | No change | 9,088 | $257K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.7% | 8,923 | $248K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 8,885 | $247K |
| Allworth Financial LP | 0.00% | Reduce -11.6% | 8,808 | $245K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 8,735 | $242K |
| Coastwise Capital Group, LLC | 0.23% | No change | 8,704 | $242K |
| Regal Investment Advisors LLC | 0.02% | Add +1.5% | 8,451 | $235K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 8,232 | $229K |
| PrairieView Partners, LLC | 0.03% | Reduce -4.1% | 8,188 | $228K |
| Ieq Capital, LLC | 0.00% | No change | 8,206 | $228K |
| Prudential PLC | 0.00% | Reduce -69.0% | 7,910 | $220K |
| Comerica Bank | 0.00% | Add +26.5% | 7,771 | $216K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,610 | $211K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,558 | $210K |
| Park Avenue Securities LLC | 0.00% | New | 7,276 | $202K |
| IFP Advisors, Inc | 0.01% | Add +9.5% | 6,501 | $180K |
| Signaturefd, LLC | 0.00% | Add +20.0% | 5,850 | $162K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Reduce -41.8% | 5,549 | $154K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Reduce -11.7% | 5,526 | $153K |
| AlphaCore Capital LLC | 0.04% | Reduce -16.6% | 5,026 | $140K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 4,849 | $135K |
| Clearstead Advisors, LLC | 0.01% | Reduce -37.0% | 4,007 | $120K |
| Parallel Advisors, LLC | 0.00% | No change | 4,251 | $118K |
| Frazier Financial Advisors, LLC | 0.09% | No change | 4,018 | $112K |
| Larson Financial Group LLC | 0.01% | Add +23.2% | 3,960 | $110K |
| Gradient Investments LLC | 0.00% | Add +11.4% | 3,867 | $107K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -4.9% | 3,742 | $104K |
| Financial Freedom, LLC | 0.06% | No change | 3,433 | $95K |
| Smithfield Trust Co | 0.00% | No change | 3,278 | $91K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -10.9% | 3,108 | $86K |
| Morris Financial Concepts, Inc. | 0.04% | Reduce -0.7% | 3,056 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.6% | 3,056 | $85K |
| Van Den Berg Management I, Inc. | 0.02% | Reduce -6.1% | 2,850 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +12.6% | 2,632 | $73K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Reduce -61.8% | 2,508 | $70K |
| Breakwater Investment Management | 0.03% | — | 2,236 | $62K |
| US Bancorp \de | 0.00% | Reduce -8.0% | 2,182 | $61K |
| Laffer Tengler Investments, Inc. | 0.02% | New | 2,170 | $60K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.2% | 2,133 | $59K |
| West Paces Advisors Inc. | 0.02% | No change | 2,100 | $58K |
| Avior Wealth Management, LLC | 0.00% | New | 2,080 | $58K |
| Continuum Advisory, LLC | 0.01% | New | 1,569 | $46K |
| Howe & Rusling Inc. | 0.00% | Reduce -16.9% | 1,510 | $42K |
| FSA Wealth Management LLC | 0.02% | New | 1,348 | $37K |
| Creative Financial Designs Inc. | 0.00% | Reduce -8.0% | 1,339 | $37K |
| Spire Wealth Management | 0.00% | Add +695.7% | 1,305 | $36K |
| Mather Group, Llc. | 0.00% | New | 1,310 | $36K |
| Citigroup Inc. | 0.00% | Add +0.5% | 1,234 | $34K |
| Valley National Advisers Inc. | 0.01% | Reduce -16.4% | 1,247 | $34K |
| Abound Wealth Management | 0.01% | No change | 1,206 | $33K |
| MCF Advisors LLC | 0.00% | No change | 1,206 | $33K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,021 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 982 | $27K |
| Northwest Capital Management Inc | 0.01% | No change | 932 | $26K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 931 | $26K |
| American Capital Advisory, LLC | 0.02% | Reduce -4.8% | 970 | $25K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 858 | $24K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 835 | $23K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 818 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -19.8% | 825 | $23K |
| Future Financial Wealth Managment LLC | 0.02% | New | 800 | $22K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 702 | $19K |
| Retirement Group, LLC | 0.01% | No change | 698 | $19K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 681 | $19K |
| M&R Capital Management Inc. | 0.00% | Reduce -11.3% | 673 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7233.3% | 660 | $18K |
| Studio Investment Management LLC | 0.00% | Reduce -20.1% | 652 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 636 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 632 | $18K |
| First Command Advisory Services, Inc. | 0.00% | New | 579 | $16K |
| Glassman Wealth Services | 0.00% | No change | 550 | $15K |
| SJS Investment Consulting Inc. | 0.00% | New | 538 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 515 | $14K |
| WASHINGTON TRUST Co | 0.00% | No change | 500 | $14K |
| Global Assets Advisory, LLC | 0.01% | New | 471 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 452 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Add +40.7% | 429 | $12K |
| Investors Research Corp | 0.00% | Reduce -44.8% | 394 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 389 | $11K |
| Anfield Capital Management, LLC | 0.01% | New | 371 | $10K |
| Fifth Third Bancorp | 0.00% | New | 363 | $10K |
| Rice Partnership, LLC | 0.00% | New | 359 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.7% | 335 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 316 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 308 | $9K |
| Cordant, Inc. | 0.00% | No change | 299 | $8K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 281 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 252 | $7K |
| Archer Investment Corp | 0.00% | No change | 242 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 212 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 183 | $5K |
| Element Wealth, LLC | 0.00% | No change | 176 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 175 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 171 | $5K |
| BNP Paribas Financial Markets | 0.00% | Add +255.3% | 167 | $5K |
| Dunhill Financial, LLC | 0.00% | New | 159 | $4K |
| Alaska Wealth Advisors, LLC | 0.00% | Add +3.5% | 150 | $4K |
| Wiser Advisor Group LLC | 0.01% | Reduce -0.7% | 140 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 123 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | New | 115 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -54.5% | 105 | $3K |
| Avion Wealth | 0.00% | Reduce -33.8% | 100 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -24.6% | 98 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 101 | $3K |
| Addison Advisors LLC | 0.00% | Reduce -89.3% | 100 | $3K |
| Key Financial Inc | 0.00% | No change | 88 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 86 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 85 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 79 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 77 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 88 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 72 | $2K |
| WealthCollab, LLC | 0.00% | No change | 65 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 55 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $1K |
| Sandy Spring Bank | 0.00% | Reduce -95.9% | 50 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 45 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Assetmark, Inc. | 0.00% | New | 44 | $1K |
| Realta Investment Advisors | 0.00% | New | 43 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Add +18.5% | 32 | $888 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 31 | $861 |
| Ancora Advisors LLC | 0.00% | No change | 27 | $754 |
| Smartleaf Asset Management LLC | 0.00% | No change | 22 | $608 |
| Impact Partnership Wealth, LLC | 0.00% | No change | 17 | $472 |
| BlackRock Inc. | 0.00% | New | 15 | $416 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 13 | $361 |
| Aspire Private Capital, LLC | 0.00% | New | 11 | $305 |
| Central Pacific Bank - Trust Division | 0.00% | — | 3 | $83 |
| HBC Financial Services, PLLC | 0.00% | No change | 14 | $0 |
"% of holder's portfolio" is FNDE's weight in each manager's 13F, not the share of Schwab Fndmntl Em MRK Eq ETF the manager owns.