SCHWAB FNDMNTL EM MRK EQ ETF (FNDE) Institutional Shareholders
SCHWAB FNDMNTL EM MRK EQ ETF (FNDE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.13B in FNDE holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FNDE tracked by InsiderSet, reporting ownership valued at approximately $4.74B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.13B, representing an estimated gain of +8.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed FNDE value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Fmr Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL EM MRK EQ ETF (FNDE).
This page ranks the largest institutional FNDE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
476
Total Reported Value
$7.13B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$4.74B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.73% | 124,019,404 | $4,744,982,397 | $5,125,721,967 | +$380,739,570 | +8.02% | |
| Fmr Llc | 0.03% | 15,461,815 | $591,569,067 | $639,036,814 | +$47,467,747 | +8.02% | |
| Morgan Stanley | 0.01% | 3,775,582 | $144,453,861 | $156,044,804 | +$11,590,943 | +8.02% | |
| Bank Of America Corp | 0.01% | 2,799,303 | $107,101,315 | $115,695,193 | +$8,593,878 | +8.02% | |
| Victory Capital Management Inc | 0.05% | 2,226,548 | $85,187,726 | $92,023,229 | +$6,835,503 | +8.02% | |
| Bogart Wealth, Llc | 2.57% | 1,885,735 | $74,825,953 | $77,937,428 | +$3,111,475 | +4.16% | |
| Envestnet Asset Management Inc | 0.01% | 1,397,794 | $55,464,454 | $57,770,826 | +$2,306,372 | +4.16% | |
| Wells Fargo & Company/Mn | 0.01% | 1,168,564 | $44,709,274 | $48,296,750 | +$3,587,476 | +8.02% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 1,022,318 | $39,113,881 | $42,252,403 | +$3,138,522 | +8.02% | |
| Unison Advisors Llc | 2.69% | 971,847 | $38,562,879 | $40,166,437 | +$1,603,558 | +4.16% | |
| Morningstar Investment Management Llc | 1.71% | 723,788 | $27,692,129 | $29,914,158 | +$2,222,029 | +8.02% | |
| Raymond James Financial Inc | 0.01% | 720,735 | $27,575,316 | $29,787,978 | +$2,212,662 | +8.02% | |
| Osaic Holdings, Inc. | 0.04% | 666,187 | $25,491,826 | $27,533,509 | +$2,041,683 | +8.01% | |
| Ubs Group Ag | 0.00% | 650,432 | $24,885,528 | $26,882,355 | +$1,996,827 | +8.02% | |
| Johnson Bixby & Associates, Llc | 2.64% | 597,009 | $23,689,319 | $24,674,382 | +$985,063 | +4.16% | |
| Kelman-Lazarov, Inc. | 3.26% | 594,759 | $22,755,488 | $24,581,389 | +$1,825,901 | +8.02% | |
| Alphacore Capital Llc | 0.54% | 593,332 | $22,700,868 | $24,522,412 | +$1,821,544 | +8.02% | |
| Resonant Capital Advisors, Llc | 1.08% | 570,078 | $22,620,697 | $23,561,324 | +$940,627 | +4.16% | |
| Almanack Investment Partners, Llc. | 2.84% | 561,157 | $22,266,710 | $23,192,619 | +$925,909 | +4.16% | |
| Elgethun Capital Management | 3.07% | 556,068 | $22,064,760 | $22,982,290 | +$917,530 | +4.16% | |
| Seven Springs Wealth Group, Llc | 4.99% | 563,534 | $21,560,826 | $23,290,860 | +$1,730,034 | +8.02% | |
| Aspiriant, Llc | 0.53% | 539,037 | $21,389,048 | $22,278,399 | +$889,351 | +4.16% | |
| Lpl Financial Llc | 0.01% | 538,388 | $20,598,715 | $22,251,576 | +$1,652,861 | +8.02% | |
| Principal Securities, Inc. | 0.29% | 513,907 | $19,662,071 | $21,239,776 | +$1,577,705 | +8.02% | |
| Hightower Advisors, Llc | 0.02% | 510,852 | $19,545,071 | $21,113,513 | +$1,568,442 | +8.02% | |
| Cva Family Office, Llc | 2.05% | 509,567 | $19,496,024 | $21,060,404 | +$1,564,380 | +8.02% | |
| Hhm Wealth Advisors, Llc | 1.92% | 480,918 | $19,082,825 | $19,876,341 | +$793,516 | +4.16% | |
| Financial Consulate, Inc | 2.09% | 473,791 | $18,800,013 | $19,581,782 | +$781,769 | +4.16% | |
| Cornerstone Planning Group Llc | 2.23% | 432,725 | $17,724,421 | $17,884,524 | +$160,103 | +0.90% | |
| Bleakley Financial Group, Llc | 0.26% | 439,715 | $16,823,496 | $18,173,421 | +$1,349,925 | +8.02% | |
| Charles Schwab Trust Co | 0.91% | 409,608 | $16,253,245 | $16,929,099 | +$675,854 | +4.16% | |
| Kathmere Capital Management, Llc | 0.83% | 393,575 | $15,617,047 | $16,266,455 | +$649,408 | +4.16% | |
| Concurrent Investment Advisors, Llc | 0.13% | 390,468 | $15,493,775 | $16,138,042 | +$644,267 | +4.16% | |
| Stifel Financial Corp | 0.01% | 391,905 | $14,994,360 | $16,197,434 | +$1,203,074 | +8.02% | |
| Moller Wealth Partners | 2.66% | 370,133 | $14,686,879 | $15,297,597 | +$610,718 | +4.16% | |
| Prairiewood Capital, Llc | 3.76% | 365,480 | $14,502,252 | $15,105,288 | +$603,036 | +4.16% | |
| Cabot Wealth Management Inc | 1.45% | 359,305 | $14,257,238 | $14,850,076 | +$592,838 | +4.16% | |
| Droms Strauss Advisors Inc | 3.50% | 349,937 | $13,388,581 | $14,462,896 | +$1,074,315 | +8.02% | |
| Nicholas Hoffman & Company, Llc. | 0.30% | 345,179 | $13,206,560 | $14,266,248 | +$1,059,688 | +8.02% | |
| Lfa - Lugano Financial Advisors Sa | 7.84% | 328,425 | $13,031,547 | $13,573,805 | +$542,258 | +4.16% | |
| Chilton Capital Management Llc | 0.44% | 332,923 | $12,737,634 | $13,759,708 | +$1,022,074 | +8.02% | |
| Tandem Financial, Llc | 4.26% | 328,742 | $12,577,669 | $13,586,907 | +$1,009,238 | +8.02% | |
| Cowa, Llc | 3.33% | 322,910 | $12,354,553 | $13,345,870 | +$991,317 | +8.02% | |
| Balanced Wealth Group Llc | 4.23% | 308,618 | $11,807,712 | $12,755,182 | +$947,470 | +8.02% | |
| Assetmark, Inc | 0.02% | 292,193 | $11,594,237 | $12,076,337 | +$482,100 | +4.16% | |
| Mcadam, Llc | 0.52% | 300,584 | $11,500,361 | $12,423,137 | +$922,776 | +8.02% | |
| Sax Wealth Advisors, Llc | 0.45% | 288,916 | $11,053,924 | $11,940,898 | +$886,974 | +8.02% | |
| Exencial Wealth Advisors, Llc | 0.32% | 273,070 | $10,447,649 | $11,285,983 | +$838,334 | +8.02% | |
| Cetera Investment Advisers | 0.01% | 259,210 | $9,917,381 | $10,713,149 | +$795,768 | +8.02% | |
| Your Advocates Ltd., Llp | 2.59% | 222,078 | $8,496,715 | $9,178,484 | +$681,769 | +8.02% |
Frequently asked questions about FNDE
Who owns the most FNDE stock?
The largest holders of FNDE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB FNDMNTL EM MRK EQ ETF (FNDE).
Is FNDE widely held by superinvestors?
Many widely followed stocks like FNDE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNDE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.