Schwab Fndmntl Em MRK Eq ETFFNDEETF
13F holders, Q1 2026 (March 31)478holders +42
66new positions
21sold out
2famous investors
$38.26avg. 13F price*
At the end of Q1 2026, 478 institutions reported holding Schwab Fndmntl Em MRK Eq ETF (FNDE) in their 13F filings, up 42 from Q4 2025. 66 opened new positions and 21 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.7B), FMR LLC ($591.6M) and Morgan Stanley ($144.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $47.5M |
| Exits | 21 | $51.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,950,917 shares bought and 4,499,643 shares sold, net +2,451,274 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 478 holders
| Charles Schwab Investment Management Inc. | 0.72% | Add +0.9% | 124,019,404 | $4.7B |
| FMR LLC | 0.03% | Reduce -6.7% | 15,461,815 | $591.6M |
| Morgan Stanley | 0.01% | Reduce -7.4% | 3,775,582 | $144.5M |
| Bank of America Corp. | 0.01% | Add +29.8% | 2,799,303 | $107.1M |
| Victory Capital Management Inc. | 0.06% | Add +10.1% | 2,226,548 | $85.2M |
| Bogart Wealth, LLC | 2.74% | Add +0.2% | 1,857,268 | $71.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.0% | 1,421,208 | $54.4M |
| Foster & Motley Inc. | 2.45% | Reduce -1.8% | 1,241,800 | $47.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 1,168,564 | $44.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +52.5% | 1,022,318 | $39.1M |
| Unison Advisors LLC | 2.82% | Reduce -2.6% | 972,627 | $37.2M |
| Morningstar Investment Management LLC | 1.71% | Add +3.3% | 723,788 | $27.7M |
| Raymond James Financial Inc. | 0.01% | Add +16.0% | 720,735 | $27.6M |
| Almanack Investment Partners, LLC. | 4.60% | Add +1.9% | 712,019 | $27.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -38.7% | 666,187 | $25.5M |
| UBS Group AG | 0.00% | Add +15.1% | 650,432 | $24.9M |
| Kelman-Lazarov, Inc. | 3.26% | Reduce -2.1% | 594,759 | $22.8M |
| AlphaCore Capital LLC | 0.54% | Reduce -0.7% | 593,332 | $22.7M |
| Johnson Bixby & Associates, LLC | 2.72% | Add +7.3% | 573,053 | $21.9M |
| Seven Springs Wealth Group, LLC | 5.08% | Add +24.2% | 563,534 | $21.6M |
| Resonant Capital Advisors, LLC | 1.12% | Reduce -12.9% | 556,985 | $21.3M |
| Aspiriant, LLC | 0.59% | Add +0.5% | 544,893 | $20.8M |
| Elgethun Capital Management | 3.42% | Add +0.6% | 539,773 | $20.7M |
| LPL Financial LLC | 0.01% | Add +18.9% | 538,388 | $20.6M |
| Principal Securities, Inc. | 0.29% | Add +8.0% | 513,907 | $19.7M |
| HighTower Advisors, LLC | 0.02% | Add +40.3% | 510,852 | $19.5M |
| CVA Family Office, LLC | 2.05% | Add +36.2% | 509,567 | $19.5M |
| Financial Consulate, Inc. | 2.16% | Add +2.8% | 453,683 | $17.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.1% | 445,553 | $17.0M |
| Cornerstone Planning Group LLC | 2.27% | Add +17.9% | 416,262 | $17.0M |
| Bleakley Financial Group, LLC | 0.26% | Add +559.4% | 439,715 | $16.8M |
| HHM Wealth Advisors, LLC | 1.91% | Add +0.1% | 433,129 | $16.6M |
| Charles Schwab Trust Co | 1.02% | Add +2.7% | 411,420 | $15.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -17.8% | 405,902 | $15.5M |
| Stifel Financial Corp. | 0.01% | Add +372.4% | 391,905 | $15.0M |
| Kathmere Capital Management, LLC | 0.90% | Add +1.6% | 379,370 | $14.5M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +130.6% | 367,504 | $14.1M |
| Moller Wealth Partners | 2.77% | Add +3.9% | 367,331 | $14.1M |
| Prairiewood Capital, LLC | 3.91% | Add +4.9% | 353,734 | $13.5M |
| Droms Strauss Advisors Inc. /Mo/ | 3.50% | Reduce -2.7% | 349,937 | $13.4M |
| Cabot Wealth Management Inc. | 1.53% | Add +0.8% | 348,345 | $13.3M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +8.0% | 345,179 | $13.2M |
| LFA - Lugano Financial Advisors SA | 6.51% | Add +57.0% | 334,560 | $12.8M |
| Chilton Capital Management LLC | 0.44% | Add +6.2% | 332,923 | $12.7M |
| Tandem Financial, LLC | 4.26% | New | 328,742 | $12.6M |
| Cowa, LLC | 3.59% | Add +3.7% | 322,910 | $12.4M |
| Balanced Wealth Group LLC | 4.23% | Add +5.5% | 308,618 | $11.8M |
| McAdam, LLC | 0.52% | Reduce -3.4% | 300,584 | $11.5M |
| Exencial Wealth Advisors, LLC | 0.32% | Reduce -2.9% | 273,070 | $10.4M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 259,210 | $9.9M |
| Sax Wealth Advisors, LLC | 0.47% | Reduce -0.5% | 270,629 | $9.8M |
| Your Advocates Ltd., LLP | 2.59% | Add +1.6% | 222,078 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 218,111 | $8.3M |
| Bell Investment Advisors, Inc | 1.27% | Reduce -2.1% | 212,046 | $8.1M |
| Creative Planning | 0.01% | Add +24.1% | 207,189 | $7.9M |
| MAI Capital Management | 0.04% | Add +22.8% | 197,226 | $7.5M |
| Mariner, LLC | 0.01% | Add +22.2% | 195,470 | $7.5M |
| RHS Financial, LLC | 3.36% | Reduce -23.7% | 185,287 | $7.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -13.8% | 184,503 | $7.1M |
| Asset Dedication, LLC | 0.49% | Reduce -11.1% | 181,852 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -33.0% | 181,814 | $7.0M |
| Abbington Investment Group | 3.99% | Add +8.6% | 179,260 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.2% | 184,041 | $6.9M |
| Pinnacle Wealth Management, LLC | 4.59% | Add +2337.1% | 178,075 | $6.8M |
| Wealth Forward, LLC | 3.81% | Reduce -0.0% | 176,290 | $6.7M |
| Access Financial Services, Inc. | 2.32% | Add +6.1% | 171,213 | $6.6M |
| Perspective Wealth Advisors LLC | 4.18% | Add +10.9% | 168,281 | $6.4M |
| Savant Capital, LLC | 0.03% | Reduce -6.4% | 164,815 | $6.3M |
| Essex LLC | 1.09% | Add +2.0% | 161,351 | $6.2M |
| Westover Capital Advisors, LLC | 1.12% | Add +4.0% | 159,685 | $6.1M |
| Alternative Investment Advisors, LLC. | 2.66% | New | 156,726 | $6.0M |
| Laurel Wealth Planning LLC | 3.11% | Reduce -2.0% | 154,232 | $5.9M |
| Simplicity Wealth,LLC | 0.31% | Add +6.5% | 141,937 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.8% | 141,174 | $5.4M |
| Etesian Wealth Advisors, Inc. | 1.67% | Add +3.8% | 136,959 | $5.2M |
| Apollon Wealth Management, LLC | 0.08% | Add +11.3% | 136,533 | $5.2M |
| MorganRosel Wealth Management, LLC | 2.03% | Add +409.6% | 134,685 | $5.2M |
| Alpha Omega Wealth Management LLC | 0.82% | Add +2.7% | 132,683 | $5.1M |
| Cheviot Value Management, LLC | 0.50% | Add +1.5% | 131,072 | $5.0M |
| Silver Coast Investments LLC | 1.57% | New | 128,694 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +197.9% | 126,869 | $4.9M |
| Summit Financial, LLC | 0.06% | Add +135.5% | 127,406 | $4.9M |
| Capital Developers, LLC | 4.39% | Add +2.9% | 127,312 | $4.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -2.4% | 126,608 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -15.0% | 120,257 | $4.6M |
| Old Mission Capital LLC | 0.10% | Add +73.2% | 111,544 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 108,572 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 105,889 | $4.1M |
| Fermata Advisors, LLC | 0.91% | Reduce -1.9% | 105,144 | $4.0M |
| Silver Oak Securities, Incorporated | 0.29% | Add +0.7% | 104,841 | $4.0M |
| Veridan Wealth LLC | 1.48% | Add +2.4% | 102,427 | $3.9M |
| US Bancorp \de | 0.00% | Add +1348.7% | 101,713 | $3.9M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +2.6% | 98,447 | $3.8M |
| WealthCare Investment Partners, LLC | 1.04% | Add +19.0% | 98,401 | $3.7M |
| Leavell Investment Management, Inc. | 0.15% | Add +14.9% | 97,247 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +45.5% | 99,464 | $3.7M |
| Allen Capital Group, LLC | 0.33% | Add +0.4% | 95,989 | $3.7M |
| Focus Partners Wealth | 0.00% | Add +6.0% | 95,161 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.4% | 95,099 | $3.6M |
| Waverly Advisors, LLC | 0.03% | Add +18.6% | 93,914 | $3.6M |
"% 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.