Schwab Fndmntl Em MRK Eq ETFFNDEETF
13F holders, Q2 2024 (June 30)317holders +10
43new positions
38sold out
1famous investor
$29.58avg. 13F price*
At the end of Q2 2024, 317 institutions reported holding Schwab Fndmntl Em MRK Eq ETF (FNDE) in their 13F filings, up 10 from Q1 2024. 43 opened new positions and 38 sold out. The largest holders were Charles Schwab Investment Management Inc. ($3.7B), FMR LLC ($383.0M) and Victory Capital Management Inc. ($109.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $35.4M |
| Exits | 38 | $23.2M |
All 13F filers, Q1 2024 → Q2 2024: 132,177,782 shares bought and 5,885,348 shares sold, net +126,292,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 317 holders
| Charles Schwab Investment Management Inc. | 0.70% | Add +22223.1% | 124,668,788 | $3.7B |
| FMR LLC | 0.02% | Add +49.6% | 12,950,842 | $383.0M |
| Victory Capital Management Inc. | 0.11% | Reduce -0.8% | 3,695,999 | $109.3M |
| 1832 Asset Management L.P. | 0.13% | Reduce -9.9% | 2,362,688 | $69.9M |
| Morgan Stanley | 0.00% | Add +4.0% | 2,020,385 | $59.7M |
| Bank of America Corp. | 0.01% | Reduce -3.3% | 1,964,915 | $58.1M |
| Unison Advisors LLC | 5.32% | Reduce -46.0% | 1,424,996 | $42.4M |
| Foster & Motley Inc. | 2.72% | Reduce -3.1% | 1,340,308 | $39.6M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 1,088,971 | $32.2M |
| National Bank of Canada | 0.05% | Add +79.9% | 994,534 | $29.4M |
| Bogart Wealth, LLC | 1.44% | New | 958,717 | $28.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.4% | 909,134 | $26.9M |
| Jane Street Group, LLC | 0.02% | Add +358.7% | 730,723 | $21.6M |
| Aspiriant, LLC | 0.88% | Reduce -2.9% | 726,382 | $21.5M |
| Morningstar Investment Management LLC | 1.96% | Reduce -2.7% | 633,451 | $18.7M |
| Alps Advisors Inc. | 0.13% | Reduce -3.4% | 626,494 | $18.5M |
| UBS Group AG | 0.01% | Add +6.8% | 610,351 | $18.0M |
| Kelman-Lazarov, Inc. | 3.17% | Add +0.8% | 574,565 | $17.0M |
| Morningstar Investment Services LLC | 0.18% | Reduce -2.1% | 568,838 | $16.7M |
| Callan Capital, LLC | 1.33% | Add +6.3% | 545,790 | $16.1M |
| HHM Wealth Advisors, LLC | 2.22% | Add +4.0% | 499,203 | $14.8M |
| Resonant Capital Advisors, LLC | 1.06% | Add +5.5% | 439,751 | $13.1M |
| Raymond James & Associates | 0.01% | Reduce -1.4% | 434,296 | $12.8M |
| McAdam, LLC | 0.74% | Reduce -2.1% | 418,134 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Add +699.0% | 400,191 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.7% | 394,062 | $11.7M |
| Almanack Investment Partners, LLC. | 1.87% | Reduce -2.2% | 375,873 | $11.1M |
| Cabot Wealth Management Inc. | 1.36% | Reduce -6.0% | 351,194 | $10.4M |
| Moller Wealth Partners | 2.63% | Reduce -0.7% | 332,782 | $9.8M |
| Kathmere Capital Management, LLC | 1.03% | Add +6.5% | 327,253 | $9.7M |
| Charles Schwab Trust Co | 0.88% | Add +2.7% | 322,273 | $9.5M |
| Exencial Wealth Advisors, LLC | 0.35% | Reduce -2.3% | 312,483 | $9.2M |
| Elgethun Capital Management | 2.28% | Add +13.7% | 305,494 | $9.0M |
| Principal Securities, Inc. | 0.25% | Add +135.4% | 304,557 | $9.0M |
| Seven Springs Wealth Group, LLC | 3.57% | Add +0.3% | 301,245 | $8.9M |
| Chilton Capital Management LLC | 0.40% | Reduce -3.6% | 298,759 | $8.8M |
| AlphaMark Advisors, LLC | 3.03% | Reduce -0.1% | 294,910 | $8.7M |
| CVA Family Office, LLC | 1.50% | Reduce -6.6% | 281,865 | $8.3M |
| Johnson Bixby & Associates, LLC | 1.33% | Add +3.6% | 267,817 | $7.9M |
| Asset Dedication, LLC | 0.55% | Reduce -4.6% | 265,973 | $7.9M |
| Waterford Advisors, LLC | 3.21% | Add +1.6% | 259,243 | $7.7M |
| Prairiewood Capital, LLC | 3.62% | Reduce -5.0% | 258,295 | $7.6M |
| Sebold Capital Management, Inc. | 5.11% | Reduce -0.6% | 250,357 | $7.4M |
| RHS Financial, LLC | 4.38% | Add +1.8% | 241,900 | $7.2M |
| Your Advocates Ltd., LLP | 2.86% | Reduce -43.0% | 229,980 | $6.8M |
| Savant Capital, LLC | 0.07% | Reduce -3.1% | 225,413 | $6.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.1% | 223,441 | $6.6M |
| Sculati Wealth Management, LLC | 2.76% | Add +16.5% | 217,878 | $6.4M |
| Bell Investment Advisors, Inc | 1.26% | Reduce -1.2% | 216,530 | $6.4M |
| LPL Financial LLC | 0.00% | Add +17.3% | 202,263 | $6.0M |
| IFG Advisory, LLC | 0.38% | Add +0.0% | 201,578 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.5% | 197,889 | $5.9M |
| Keeler Thomas Management LLC | 1.81% | Add +7.9% | 179,870 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -10.5% | 170,602 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -10.5% | 170,602 | $5.0M |
| Edge Capital Group, LLC | 0.22% | Add +4.1% | 156,660 | $4.6M |
| Wealth Forward, LLC | 3.61% | Reduce -0.0% | 156,198 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -21.8% | 153,899 | $4.5M |
| Essex LLC | 0.96% | Add +2.4% | 144,817 | $4.3M |
| Cheviot Value Management, LLC | 0.72% | Reduce -2.6% | 124,857 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +26.4% | 121,577 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Reduce -6.8% | 119,787 | $3.5M |
| Focus Partners Wealth | 0.01% | Add +107.7% | 115,964 | $3.5M |
| Apollon Wealth Management, LLC | 0.10% | Add +20.6% | 112,962 | $3.3M |
| Creative Planning | 0.00% | Reduce -2.8% | 112,687 | $3.3M |
| Veridan Wealth LLC | 1.29% | — | 97,759 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.4% | 106,844 | $3.2M |
| Alpha Omega Wealth Management LLC | 0.60% | Add +1.7% | 106,110 | $3.1M |
| MAI Capital Management | 0.03% | Reduce -0.7% | 105,712 | $3.1M |
| Allen Capital Group, LLC | 0.42% | Add +2.3% | 99,730 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -2.0% | 97,457 | $2.9M |
| Sensible Money, LLC | 1.30% | Reduce -1.6% | 89,930 | $2.7M |
| Waverly Advisors, LLC | 0.05% | Add +29.6% | 82,131 | $2.4M |
| Northland Capital Management LLC | 1.65% | Add +3.8% | 79,819 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +28.8% | 79,525 | $2.4M |
| Cowa, LLC | 1.24% | Add +15.3% | 78,495 | $2.3M |
| Trust Point Inc. | 0.18% | Reduce -37.4% | 74,603 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.5% | 74,375 | $2.2M |
| Collective Family Office LLC | 0.64% | Reduce -6.1% | 73,536 | $2.2M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -2.7% | 72,324 | $2.1M |
| FF Advisors,LLC | 1.40% | Reduce -2.1% | 67,295 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -3.1% | 66,144 | $2.0M |
| Systelligence, LLC | 0.51% | Reduce -0.8% | 65,220 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +56.6% | 62,874 | $1.9M |
| Red Tortoise LLC | 0.94% | No change | 58,444 | $1.7M |
| Quantum Portfolio Management LLC | 0.98% | Add +38.4% | 57,498 | $1.7M |
| Debussy Capital Management LP | 0.48% | Reduce -2.1% | 57,393 | $1.7M |
| Cambridge Financial Group, LLC | 0.74% | Reduce -7.9% | 55,077 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -16.9% | 53,256 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 52,719 | $1.6M |
| Ackerman Capital Advisors, LLC | 0.40% | No change | 50,789 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 49,545 | $1.5M |
| Sagace Wealth Management LLC | 1.43% | — | 49,213 | $1.5M |
| Occidental Asset Management, LLC | 0.25% | Add +5.2% | 48,910 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +11.0% | 48,718 | $1.4M |
| Aspire Wealth Management Corp | 0.82% | Add +8.3% | 48,456 | $1.4M |
| Harbor Advisory Corp. | 0.49% | No change | 48,443 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | No change | 46,637 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | Add +7.7% | 45,324 | $1.4M |
| Wade Financial Advisory, Inc | 0.48% | Reduce -7.9% | 45,398 | $1.3M |
| Hengehold Capital Management LLC | 0.14% | Reduce -1.3% | 45,163 | $1.3M |
| Bruce G. Allen Investments, LLC | 1.11% | Reduce -0.3% | 44,522 | $1.3M |
| Kaizen Financial Strategies | 0.81% | Add +1.4% | 44,738 | $1.3M |
| Main Street Financial Solutions, LLC | 0.12% | Add +98.0% | 43,732 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +326.9% | 43,270 | $1.3M |
| Goldstone Financial Group, LLC | 0.24% | Add +73.7% | 40,349 | $1.2M |
| First National Corp. /Ma/ | 0.28% | Add +0.3% | 39,341 | $1.2M |
| Gsa Capital Partners LLP | 0.08% | Reduce -1.5% | 38,716 | $1.1M |
| Silver Oak Securities, Incorporated | 0.17% | Add +1.2% | 38,614 | $1.1M |
| Bank of Montreal | 0.00% | Add +267.7% | 35,847 | $1.1M |
| Austin Private Wealth, LLC | 0.11% | Reduce -0.4% | 34,713 | $1.0M |
| Jackson Creek Investment Advisors LLC | 0.37% | Reduce -0.3% | 33,813 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +17.1% | 33,523 | $991K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.9% | 33,427 | $988K |
| Betterment LLC | 0.00% | Add +8.8% | 33,357 | $986K |
| Opus Capital Group, LLC | 0.14% | Add +0.1% | 33,324 | $985K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.2% | 31,465 | $930K |
| Cutler Investment Counsel LLC | 0.12% | Add +3.6% | 29,618 | $883K |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -18.1% | 29,680 | $878K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.6% | 28,720 | $849K |
| Cape Investment Advisory, Inc. | 0.38% | Add +1.6% | 28,373 | $839K |
| Forza Wealth Management, LLC | 0.42% | No change | 27,714 | $820K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 26,971 | $798K |
| Focus Financial Network, Inc. | 0.03% | Add +5.0% | 24,447 | $736K |
| NewEdge Advisors, LLC | 0.01% | Add +3260.5% | 23,591 | $698K |
| Gibson Capital, LLC | 0.15% | No change | 23,494 | $695K |
| Private Capital Management LLC | 0.14% | Reduce -5.4% | 23,052 | $682K |
| Litman Gregory Wealth Management LLC | 0.06% | Reduce -1.3% | 21,279 | $629K |
| Firestone Capital Management | 0.17% | No change | 21,135 | $625K |
| Prudential PLC | 0.00% | Add +166.8% | 21,100 | $624K |
| Creekside Partners | 0.34% | — | 20,676 | $611K |
| Synergy Asset Management, LLC | 0.09% | Add +20.0% | 19,830 | $586K |
| Brio Consultants, LLC | 0.10% | Add +34.6% | 19,663 | $581K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -9.8% | 19,071 | $564K |
| Lee Financial Co | 0.09% | Add +30.6% | 18,651 | $553K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -0.2% | 18,547 | $548K |
| Bangor Savings Bank | 0.05% | Reduce -5.8% | 18,471 | $546K |
| Trivium Point Advisory, LLC | 0.08% | Add +11.8% | 17,779 | $526K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.2% | 17,545 | $519K |
| Guardian Financial Partners, LLC | 0.34% | Add +10.7% | 17,468 | $517K |
| Foster Group, Inc. | 0.02% | No change | 17,335 | $513K |
| Corient Private Wealth LP | 0.00% | Reduce -37.4% | 17,298 | $512K |
| Cwm, LLC | 0.00% | Reduce -52.4% | 16,791 | $497K |
| Von Berge Wealth Management Group, LLC | 0.32% | Add +3.3% | 16,752 | $496K |
| HBC Financial Services, PLLC | 0.31% | Add +42785.7% | 6,004 | $493K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +3.2% | 16,648 | $492K |
| Abel Hall, LLC | 0.35% | Reduce -0.0% | 16,596 | $491K |
| Clarity Capital Advisors, LLC | 0.37% | No change | 16,401 | $485K |
| Power Wealth Management LLC | 0.23% | New | 16,051 | $475K |
| Saxon Interests, Inc. | 0.20% | No change | 14,536 | $430K |
| MorganRosel Wealth Management, LLC | 0.15% | Add +4.5% | 14,422 | $426K |
| Advisors Preferred, LLC | 0.07% | New | 13,714 | $406K |
| REDW Wealth LLC | 0.10% | Reduce -11.2% | 13,500 | $399K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -1.4% | 13,327 | $394K |
| Bond & Devick Financial Network, Inc. | 0.21% | No change | 13,220 | $391K |
| Wedmont Private Capital | 0.02% | Add +0.2% | 12,519 | $385K |
| Larson Financial Group LLC | 0.03% | Add +228.2% | 12,996 | $384K |
| Tempus Wealth Planning, LLC | 0.15% | Add +1.5% | 12,294 | $364K |
| Revolve Wealth Partners, LLC | 0.06% | Reduce -1.5% | 12,273 | $363K |
| HUB Investment Partners, LLC | 0.02% | Add +3.9% | 12,272 | $363K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,340 | $345K |
| Renaissance Technologies | 0.00% | New | 11,100 | $328K |
| Janiczek Wealth Management, LLC | 0.07% | Reduce -1.1% | 10,896 | $325K |
| Clearview Wealth Advisors LLC | 0.28% | New | 10,807 | $320K |
| Wealthfront Advisers LLC | 0.00% | Reduce -52.6% | 10,452 | $309K |
| Oarsman Capital, Inc. | 0.07% | Reduce -20.5% | 10,427 | $308K |
| SageView Advisory Group, LLC | 0.02% | Reduce -99.6% | 10,376 | $307K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.7% | 10,321 | $305K |
| Versant Capital Management, Inc | 0.08% | Add +2.6% | 10,140 | $300K |
| Prudential Financial Inc. | 0.00% | Add +1.9% | 10,080 | $298K |
| Quadrant Capital Group LLC | 0.02% | No change | 10,031 | $297K |
| Parsons Capital Management Inc. | 0.02% | Reduce -1.4% | 10,001 | $296K |
| Warner Financial, Inc. | 0.14% | Add +5.7% | 9,975 | $295K |
| Etesian Wealth Advisors, Inc. | 0.16% | New | 9,924 | $293K |
| IHT Wealth Management, LLC | 0.01% | New | 9,551 | $282K |
| Comerica Bank | 0.00% | Add +20.2% | 9,340 | $276K |
| Waterfront Wealth Inc. | 0.07% | No change | 9,088 | $269K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 8,735 | $258K |
| Coastwise Capital Group, LLC | 0.25% | No change | 8,704 | $257K |
| OneDigital Investment Advisors LLC | 0.00% | New | 8,616 | $255K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 8,613 | $254K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,520 | $252K |
| Regal Investment Advisors LLC | 0.02% | Add +0.5% | 8,497 | $251K |
| Empower Advisory Group, LLC | 0.00% | New | 8,450 | $250K |
| Park Avenue Securities LLC | 0.00% | Add +12.9% | 8,212 | $243K |
| Ieq Capital, LLC | 0.00% | No change | 8,206 | $243K |
| Sax Wealth Advisors, LLC | 0.02% | New | 8,095 | $239K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.8% | 7,895 | $239K |
| PrairieView Partners, LLC | 0.03% | Reduce -4.9% | 7,788 | $230K |
| Lido Advisors, LLC | 0.00% | New | 7,702 | $230K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,558 | $225K |
| IFP Advisors, Inc | 0.01% | Add +15.8% | 7,525 | $223K |
| Proficio Capital Partners LLC | 0.02% | Reduce -35.1% | 7,400 | $219K |
| Pinnacle Wealth Management, LLC | 0.27% | New | 7,399 | $219K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,334 | $217K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.7% | 7,272 | $215K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -18.6% | 7,234 | $214K |
| D'Orazio & Associates, Inc. | 0.03% | New | 7,140 | $211K |
| AE Wealth Management LLC | 0.00% | New | 6,907 | $204K |
| Cresset Asset Management, LLC | 0.00% | New | 6,782 | $202K |
| New England Private Wealth Advisors LLC | 0.04% | New | 6,795 | $201K |
| Farther Finance Advisors, LLC | 0.01% | Add +1578.2% | 6,528 | $193K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1075.5% | 5,043 | $149K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 4,849 | $143K |
| Townsend Asset Management Corp. /NC/ | 0.05% | Reduce -14.0% | 4,773 | $141K |
| Ashton Thomas Securities, LLC | 0.03% | — | 4,525 | $137K |
| Parallel Advisors, LLC | 0.00% | Add +4.3% | 4,434 | $131K |
| Clearstead Advisors, LLC | 0.00% | Add +0.8% | 4,038 | $119K |
| Frazier Financial Advisors, LLC | 0.09% | No change | 4,018 | $119K |
| Gradient Investments LLC | 0.00% | Add +2.4% | 3,958 | $117K |
| Signaturefd, LLC | 0.00% | Reduce -32.7% | 3,936 | $116K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -0.5% | 3,722 | $110K |
| Cardinal Strategic Wealth Guidance | 0.04% | New | 3,534 | $105K |
| Financial Freedom, LLC | 0.06% | No change | 3,433 | $102K |
| Smithfield Trust Co | 0.01% | No change | 3,278 | $96K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,108 | $92K |
| NorthRock Partners, LLC | 0.00% | Add +3487.1% | 3,049 | $91K |
| Morris Financial Concepts, Inc. | 0.04% | Reduce -1.6% | 3,008 | $89K |
| Van Den Berg Management I, Inc. | 0.02% | Reduce -1.2% | 2,817 | $83K |
| US Bancorp \de | 0.00% | Add +27.3% | 2,778 | $82K |
| Venturi Wealth Management, LLC | 0.00% | New | 2,755 | $81K |
| Motco | 0.00% | New | 2,702 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.7% | 2,667 | $79K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Reduce -1.8% | 2,463 | $73K |
| AlphaCore Capital LLC | 0.02% | Reduce -54.6% | 2,284 | $68K |
| Global Retirement Partners, LLC | 0.00% | Add +230.4% | 2,250 | $67K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.9% | 2,238 | $66K |
| Breakwater Investment Management | 0.03% | No change | 2,236 | $66K |
| Kings Path Partners LLC | 0.03% | — | 2,180 | $64K |
| Continuum Advisory, LLC | 0.01% | Add +35.5% | 2,126 | $63K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.8% | 2,006 | $59K |
| MCF Advisors LLC | 0.00% | Add +59.9% | 1,928 | $57K |
| Howe & Rusling Inc. | 0.01% | Add +21.7% | 1,837 | $54K |
| Capital Analysts, LLC | 0.00% | New | 1,807 | $53K |
| Mather Group, Llc. | 0.00% | Add +27.3% | 1,668 | $46K |
| Bokf, NA | 0.00% | New | 1,500 | $44K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.5% | 1,333 | $39K |
| Abound Wealth Management | 0.01% | No change | 1,206 | $36K |
| SYM FINANCIAL Corp | 0.01% | New | 1,066 | $32K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 1,051 | $31K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,021 | $30K |
| Valley National Advisers Inc. | 0.00% | Reduce -23.0% | 960 | $28K |
| American Capital Advisory, LLC | 0.02% | Add +5.0% | 1,019 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 931 | $28K |
| Triad Wealth Partners, LLC | 0.01% | New | 876 | $26K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 835 | $25K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -23.9% | 747 | $22K |
| SWS Partners | 0.01% | New | 750 | $22K |
| M&R Capital Management Inc. | 0.00% | No change | 673 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 660 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +20.4% | 648 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | — | 648 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 636 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 632 | $19K |
| Godsey & Gibb, Inc. | 0.00% | New | 625 | $18K |
| Studio Investment Management LLC | 0.00% | Reduce -5.7% | 615 | $18K |
| Glassman Wealth Services | 0.00% | No change | 550 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +2.9% | 530 | $16K |
| WASHINGTON TRUST Co | 0.00% | No change | 500 | $15K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 452 | $13K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 409 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 379 | $11K |
| Fifth Third Bancorp | 0.00% | Add +3.3% | 375 | $11K |
| Investors Research Corp | 0.00% | Reduce -11.4% | 349 | $10K |
| 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 | $9K |
| Citigroup Inc. | 0.00% | Reduce -76.3% | 293 | $9K |
| Ancora Advisors LLC | 0.00% | Add +974.1% | 290 | $9K |
| 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 |
| International Assets Investment Management, LLC | 0.00% | New | 196 | $6K |
| Spire Wealth Management | 0.00% | Reduce -85.9% | 184 | $5K |
| 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 |
| Family Firm, Inc. | 0.00% | New | 165 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 159 | $5K |
| EnRich Financial Partners LLC | 0.00% | New | 152 | $4K |
| Wiser Advisor Group LLC | 0.01% | Add +0.7% | 141 | $4K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -77.5% | 130 | $4K |
| Rothschild Investment LLC | 0.00% | New | 127 | $4K |
| WFA of San Diego, LLC | 0.00% | — | 123 | $4K |
| Princeton Global Asset Management LLC | 0.00% | New | 106 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 104 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 88 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 106 | $3K |
| Addison Advisors LLC | 0.00% | No change | 100 | $3K |
| Key Financial Inc | 0.00% | No change | 88 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 86 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 79 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 77 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 72 | $2K |
| Avion Wealth | 0.00% | No change | 100 | $2K |
| WealthCollab, LLC | 0.00% | No change | 65 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +100.0% | 62 | $2K |
| ZynergyRetirementPlanningLLC | 0.00% | — | 53 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -5.5% | 52 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $1K |
| Sandy Spring Bank | 0.00% | No change | 50 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 45 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Realta Investment Advisors | 0.00% | No change | 43 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $1K |
| Camelot Portfolios, LLC | 0.00% | New | 41 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Add +3.1% | 33 | $976 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 30 | $890 |
| Assetmark, Inc. | 0.00% | Reduce -43.2% | 25 | $739 |
| Tucker Asset Management LLC | 0.00% | New | 24 | $710 |
| Smartleaf Asset Management LLC | 0.00% | No change | 22 | $647 |
| Hobbs Group Advisors, LLC | 0.00% | — | 19 | $562 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 17 | $504 |
| Rice Partnership, LLC | 0.00% | Reduce -95.5% | 16 | $473 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 16 | $473 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 13 | $384 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 3 | $89 |
"% 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.