Schwab Fndmntl Em MRK Eq ETFFNDEETF
13F holders, Q1 2025 (March 31)363holders +8
54new positions
41sold out
2famous investors
$30.80avg. 13F price*
At the end of Q1 2025, 363 institutions reported holding Schwab Fndmntl Em MRK Eq ETF (FNDE) in their 13F filings, up 8 from Q4 2024. 54 opened new positions and 41 sold out. The largest holders were Charles Schwab Investment Management Inc. ($3.7B), FMR LLC ($549.8M) and Victory Capital Management Inc. ($99.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $48.3M |
| Exits | 41 | $27.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,106,954 shares bought and 6,182,532 shares sold, net −2,075,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| Charles Schwab Investment Management Inc. | 0.70% | Reduce -1.4% | 121,712,902 | $3.7B |
| FMR LLC | 0.04% | Reduce -1.7% | 17,850,541 | $549.8M |
| Victory Capital Management Inc. | 0.10% | Reduce -12.8% | 3,212,675 | $99.0M |
| Morgan Stanley | 0.01% | Add +10.3% | 2,342,010 | $72.1M |
| Bank of America Corp. | 0.01% | Add +5.1% | 2,019,391 | $62.2M |
| Bogart Wealth, LLC | 2.56% | Reduce -5.1% | 1,759,586 | $54.2M |
| 1832 Asset Management L.P. | 0.10% | Reduce -33.3% | 1,652,939 | $50.9M |
| Unison Advisors LLC | 5.29% | Reduce -1.0% | 1,348,790 | $41.5M |
| Foster & Motley Inc. | 2.60% | Add +0.5% | 1,340,142 | $41.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.6% | 1,222,881 | $37.7M |
| Osaic Holdings, Inc. | 0.06% | Add +117.5% | 906,601 | $27.9M |
| National Bank of Canada | 0.03% | Add +38.6% | 900,255 | $27.7M |
| Aspiriant, LLC | 0.70% | Reduce -1.7% | 654,821 | $20.2M |
| Callan Capital, LLC | 1.42% | Add +11.4% | 625,251 | $19.3M |
| UBS Group AG | 0.00% | Reduce -2.7% | 623,007 | $19.2M |
| Kelman-Lazarov, Inc. | 3.29% | Add +3.3% | 589,030 | $18.1M |
| Resonant Capital Advisors, LLC | 1.20% | Add +25.4% | 560,423 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Add +11.4% | 553,171 | $17.0M |
| HHM Wealth Advisors, LLC | 2.14% | Add +1.7% | 516,443 | $15.9M |
| Morningstar Investment Management LLC | 1.25% | Reduce -24.2% | 475,067 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.5% | 445,728 | $13.7M |
| Almanack Investment Partners, LLC. | 2.71% | Add +1.9% | 443,326 | $13.7M |
| Elgethun Capital Management | 2.84% | Add +18.2% | 413,155 | $12.7M |
| Johnson Bixby & Associates, LLC | 1.84% | Add +19.8% | 399,570 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.8% | 387,870 | $11.9M |
| Charles Schwab Trust Co | 0.94% | Add +6.5% | 365,052 | $11.2M |
| Moller Wealth Partners | 2.74% | Add +9.8% | 360,414 | $11.1M |
| Seven Springs Wealth Group, LLC | 4.02% | Add +14.2% | 358,216 | $11.0M |
| Kathmere Capital Management, LLC | 0.92% | Add +0.2% | 352,727 | $10.9M |
| Systelligence, LLC | 2.56% | Add +11.0% | 346,230 | $10.7M |
| Principal Securities, Inc. | 0.23% | No change | 354,140 | $10.3M |
| Chilton Capital Management LLC | 0.43% | Reduce -2.4% | 319,125 | $9.8M |
| Prairiewood Capital, LLC | 3.73% | Add +4.7% | 297,546 | $9.2M |
| Exencial Wealth Advisors, LLC | 0.34% | Reduce -2.5% | 296,223 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -14.3% | 274,042 | $8.4M |
| Waterford Advisors, LLC | 3.46% | Add +0.0% | 270,716 | $8.3M |
| McAdam, LLC | 0.51% | Reduce -4.8% | 266,094 | $8.2M |
| Sebold Capital Management, Inc. | 5.29% | Add +1.7% | 261,074 | $8.0M |
| RHS Financial, LLC | 4.45% | Add +0.8% | 257,309 | $7.9M |
| Sculati Wealth Management, LLC | 3.13% | Add +1.2% | 251,527 | $7.7M |
| Cabot Wealth Management Inc. | 0.97% | Reduce -9.2% | 248,125 | $7.6M |
| Nicholas Hoffman & Company, LLC. | 0.28% | Add +5.6% | 242,839 | $7.5M |
| CVA Family Office, LLC | 1.11% | Reduce -5.7% | 235,803 | $7.3M |
| Your Advocates Ltd., LLP | 2.77% | Add +1.5% | 234,552 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +13.5% | 224,889 | $6.9M |
| Virtue Capital Management, LLC | 0.80% | New | 223,005 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.4% | 222,500 | $6.9M |
| Bell Investment Advisors, Inc | 1.26% | Reduce -1.4% | 222,223 | $6.8M |
| Asset Dedication, LLC | 0.53% | Reduce -10.1% | 211,779 | $6.5M |
| IFG Advisory, LLC | 0.35% | Add +6.0% | 207,565 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.2% | 199,561 | $6.1M |
| Cowa, LLC | 2.57% | Add +12.2% | 195,200 | $6.0M |
| Wealth Forward, LLC | 4.10% | Reduce -1.3% | 187,199 | $5.8M |
| Savant Capital, LLC | 0.05% | Reduce -16.0% | 185,000 | $5.7M |
| Essex LLC | 1.06% | Add +5.8% | 159,311 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 157,591 | $4.9M |
| Access Financial Services, Inc. | 1.90% | New | 153,537 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +57.4% | 153,428 | $4.7M |
| Creative Planning | 0.00% | Add +9.9% | 152,831 | $4.7M |
| Laurel Wealth Planning LLC | 3.13% | New | 152,791 | $4.7M |
| Empowered Funds, LLC | 0.07% | New | 148,372 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -7.9% | 145,571 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -7.9% | 145,571 | $4.5M |
| Jane Street Group, LLC | 0.01% | Reduce -71.2% | 141,359 | $4.4M |
| Sax Wealth Advisors, LLC | 0.31% | Add +71.5% | 139,564 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +8.9% | 138,947 | $4.3M |
| Private Advisor Group, LLC | 0.02% | New | 132,476 | $4.1M |
| Cheviot Value Management, LLC | 0.49% | Add +11.1% | 129,025 | $4.0M |
| Westover Capital Advisors, LLC | 0.86% | New | 126,209 | $3.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Add +6.0% | 125,976 | $3.9M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -3.0% | 122,346 | $3.8M |
| MAI Capital Management | 0.03% | Add +3.2% | 119,322 | $3.7M |
| Alpha Omega Wealth Management LLC | 0.70% | Add +3.7% | 118,712 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +19.0% | 114,090 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.4% | 104,924 | $3.2M |
| Mariner, LLC | 0.01% | Add +34.8% | 104,564 | $3.2M |
| Fermata Advisors, LLC | 0.57% | New | 102,861 | $3.2M |
| Veridan Wealth LLC | 1.43% | Reduce -1.5% | 102,798 | $3.2M |
| Allen Capital Group, LLC | 0.35% | Add +2.0% | 98,836 | $3.0M |
| Trust Point Inc. | 0.25% | Add +2.0% | 89,503 | $2.8M |
| Sensible Money, LLC | 1.18% | Reduce -0.4% | 89,134 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Add +5.3% | 87,413 | $2.7M |
| Johnson Investment Counsel Inc. | 0.03% | Add +4.0% | 87,376 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.4% | 78,226 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +89.3% | 77,590 | $2.4M |
| Focus Partners Wealth | 0.01% | Reduce -0.5% | 73,272 | $2.3M |
| Northland Capital Management LLC | 1.51% | Reduce -3.9% | 72,372 | $2.2M |
| Crossmark Global Holdings, Inc. | 0.04% | New | 69,738 | $2.1M |
| Concord Wealth Partners | 0.35% | Add +14.6% | 69,085 | $2.1M |
| Silver Oak Securities, Incorporated | 0.20% | Add +1.1% | 68,397 | $2.1M |
| Collective Family Office LLC | 0.57% | Reduce -5.6% | 68,201 | $2.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -0.8% | 67,479 | $2.1M |
| Drive Wealth Management, LLC | 0.47% | New | 65,474 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -6.0% | 64,960 | $2.0M |
| Leavell Investment Management, Inc. | 0.10% | Add +10.3% | 64,517 | $2.0M |
| Sagace Wealth Management LLC | 1.50% | Add +5.0% | 64,333 | $2.0M |
| Eq Wealth Advisors, LLC | 1.57% | Reduce -2.6% | 64,028 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +460.0% | 63,637 | $2.0M |
| Quantum Portfolio Management LLC | 0.97% | Reduce -11.7% | 61,840 | $1.9M |
| Debussy Capital Management LP | 0.31% | Reduce -1.1% | 61,636 | $1.9M |
"% 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.