Schwab Fndmntl Em MRK Eq ETFFNDEETF
13F holders, Q2 2025 (June 30)380holders +17
50new positions
33sold out
1famous investor
$33.02avg. 13F price*
At the end of Q2 2025, 380 institutions reported holding Schwab Fndmntl Em MRK Eq ETF (FNDE) in their 13F filings, up 17 from Q1 2025. 50 opened new positions and 33 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.0B), FMR LLC ($550.6M) and Morgan Stanley ($82.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $31.8M |
| Exits | 33 | $15.9M |
All 13F filers, Q1 2025 → Q2 2025: 5,489,397 shares bought and 4,887,928 shares sold, net +601,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| Charles Schwab Investment Management Inc. | 0.69% | Reduce -1.1% | 120,408,653 | $4.0B |
| FMR LLC | 0.03% | Reduce -6.6% | 16,678,878 | $550.6M |
| Morgan Stanley | 0.01% | Add +6.6% | 2,497,114 | $82.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -30.4% | 2,236,513 | $73.8M |
| Bank of America Corp. | 0.01% | Add +9.8% | 2,217,604 | $73.2M |
| Bogart Wealth, LLC | 2.51% | Add +1.2% | 1,780,920 | $58.8M |
| 1832 Asset Management L.P. | 0.10% | Add +6.0% | 1,751,536 | $57.8M |
| Unison Advisors LLC | 4.91% | Reduce -1.4% | 1,330,222 | $43.9M |
| Foster & Motley Inc. | 2.49% | Reduce -2.6% | 1,305,819 | $43.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 1,203,500 | $39.7M |
| National Bank of Canada | 0.04% | Add +28.5% | 1,156,592 | $38.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -15.0% | 770,490 | $25.4M |
| Old Mission Capital LLC | 0.56% | Add +2924.0% | 639,267 | $21.1M |
| Aspiriant, LLC | 0.67% | Reduce -2.9% | 636,111 | $21.0M |
| Kelman-Lazarov, Inc. | 3.23% | Add +2.4% | 603,420 | $19.9M |
| Almanack Investment Partners, LLC. | 3.14% | Add +34.8% | 597,544 | $19.7M |
| AlphaCore Capital LLC | 0.74% | Add +26387.4% | 585,637 | $19.3M |
| Resonant Capital Advisors, LLC | 1.20% | Add +1.9% | 571,159 | $18.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 569,618 | $18.8M |
| Morningstar Investment Management LLC | 1.63% | Add +18.2% | 561,672 | $18.5M |
| UBS Group AG | 0.00% | Reduce -14.6% | 532,361 | $17.6M |
| HHM Wealth Advisors, LLC | 2.04% | Add +0.8% | 520,697 | $17.2M |
| Principal Securities, Inc. | 0.29% | Add +32.3% | 468,365 | $15.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +19.6% | 463,904 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.3% | 451,600 | $14.9M |
| Elgethun Capital Management | 2.97% | Add +8.1% | 446,527 | $14.7M |
| Johnson Bixby & Associates, LLC | 1.90% | Add +5.1% | 419,921 | $13.9M |
| Seven Springs Wealth Group, LLC | 3.29% | Add +10.5% | 395,868 | $13.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +77.0% | 393,717 | $13.0M |
| Moller Wealth Partners | 2.74% | Add +4.3% | 375,874 | $12.4M |
| Charles Schwab Trust Co | 0.91% | Add +0.2% | 365,643 | $12.1M |
| Kathmere Capital Management, LLC | 0.91% | Add +1.5% | 357,912 | $11.8M |
| Systelligence, LLC | 2.16% | Add +2.2% | 353,835 | $11.7M |
| Cabot Wealth Management Inc. | 1.27% | Add +30.8% | 324,582 | $10.7M |
| Cornerstone Planning Group LLC | 2.18% | Add +611453.8% | 318,008 | $10.7M |
| McAdam, LLC | 0.58% | Add +20.5% | 320,551 | $10.6M |
| Chilton Capital Management LLC | 0.38% | Reduce -1.5% | 314,379 | $10.4M |
| Prairiewood Capital, LLC | 3.77% | Add +3.4% | 307,572 | $10.2M |
| EP Wealth Advisors, LLC | 0.07% | Add +371.4% | 306,241 | $10.1M |
| Exencial Wealth Advisors, LLC | 0.34% | Reduce -2.0% | 290,285 | $9.6M |
| Cowa, LLC | 3.48% | Add +41.8% | 276,879 | $9.1M |
| Sebold Capital Management, Inc. | 5.62% | Add +5.9% | 276,545 | $9.1M |
| Waterford Advisors, LLC | 3.37% | Reduce -21.3% | 213,080 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 269,984 | $8.9M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +8.2% | 262,753 | $8.7M |
| Tandem Financial, LLC | 7.93% | New | 255,799 | $8.4M |
| CVA Family Office, LLC | 1.13% | Add +3.2% | 243,450 | $8.0M |
| RHS Financial, LLC | 4.31% | Reduce -10.7% | 229,703 | $7.6M |
| IFG Advisory, LLC | 0.37% | Add +8.3% | 224,814 | $7.4M |
| Citadel Advisors | 0.01% | New | 222,235 | $7.3M |
| Your Advocates Ltd., LLP | 2.63% | Reduce -5.6% | 221,507 | $7.3M |
| Bell Investment Advisors, Inc | 1.25% | Reduce -0.8% | 220,443 | $7.3M |
| MML Investors Services, LLC | 0.02% | Add +43.5% | 220,196 | $7.3M |
| Asset Dedication, LLC | 0.50% | Reduce -0.6% | 210,451 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.7% | 202,997 | $6.7M |
| Sax Wealth Advisors, LLC | 0.38% | Add +36.1% | 189,899 | $6.3M |
| Wealth Forward, LLC | 4.14% | Reduce -0.2% | 186,813 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -7.1% | 185,367 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +60.8% | 183,487 | $6.1M |
| Savant Capital, LLC | 0.04% | Reduce -5.3% | 175,224 | $5.8M |
| Essex LLC | 1.07% | Add +3.0% | 164,047 | $5.4M |
| Laurel Wealth Planning LLC | 2.95% | Add +3.0% | 157,414 | $5.2M |
| Creative Planning | 0.00% | Add +0.7% | 153,890 | $5.1M |
| Empowered Funds, LLC | 0.06% | Add +3.3% | 153,222 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 153,069 | $5.1M |
| Access Financial Services, Inc. | 1.90% | Reduce -1.1% | 151,920 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.9% | 144,227 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.9% | 142,948 | $4.7M |
| Westover Capital Advisors, LLC | 0.93% | Add +11.2% | 140,391 | $4.6M |
| Cheviot Value Management, LLC | 0.51% | Add +1.7% | 131,168 | $4.5M |
| Simplicity Wealth,LLC | 0.18% | Add +1887.8% | 133,206 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Add +3.3% | 130,135 | $4.3M |
| Apollon Wealth Management, LLC | 0.08% | Add +5.0% | 128,414 | $4.2M |
| Alpha Omega Wealth Management LLC | 0.72% | Add +2.5% | 121,736 | $4.0M |
| MAI Capital Management | 0.03% | Reduce -1.7% | 117,303 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +81.4% | 115,424 | $3.8M |
| Sculati Wealth Management, LLC | 1.40% | Reduce -55.2% | 112,703 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 105,294 | $3.5M |
| Mariner, LLC | 0.01% | Add +0.8% | 105,455 | $3.5M |
| Fermata Advisors, LLC | 0.93% | Add +2.3% | 105,216 | $3.5M |
| Trust Point Inc. | 0.32% | Add +14.5% | 102,451 | $3.4M |
| Allen Capital Group, LLC | 0.34% | Reduce -0.2% | 98,645 | $3.3M |
| Silver Oak Securities, Incorporated | 0.27% | Add +43.7% | 98,304 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +17.6% | 91,243 | $3.0M |
| Sensible Money, LLC | 1.12% | Add +0.7% | 89,732 | $3.0M |
| Etesian Wealth Advisors, Inc. | 1.08% | Add +44.9% | 87,350 | $2.9M |
| Focus Partners Wealth | 0.01% | Add +18.0% | 86,439 | $2.9M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -4.7% | 83,283 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -4.8% | 83,188 | $2.7M |
| Quantum Portfolio Management LLC | 1.25% | Add +28.0% | 79,156 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 78,590 | $2.6M |
| Northland Capital Management LLC | 1.52% | Add +3.4% | 74,839 | $2.5M |
| Advisory Services Network, LLC | 0.04% | New | 72,935 | $2.4M |
| Citigroup Inc. | 0.00% | Add +25462.6% | 73,109 | $2.4M |
| Concord Asset Management, LLC | 0.35% | New | 70,474 | $2.3M |
| Concord Wealth Partners | 0.34% | Add +2.0% | 70,474 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +20.1% | 69,797 | $2.3M |
| Collective Family Office LLC | 0.58% | Add +0.5% | 68,516 | $2.3M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -1.8% | 68,456 | $2.3M |
| Debussy Capital Management LP | 0.34% | Add +10.6% | 68,145 | $2.2M |
"% 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.