13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
FNDE

SCHWAB FNDMNTL EM MRK EQ ETF

507 institutions still hold SCHWAB FNDMNTL EM MRK EQ ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524730·Exchange Traded Fund·507 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$6.2B
45.0% inst. owned
of float
Holders
507
-66 QoQ
filers reporting
Activity
+51 / −6
+928 added · −800 reduced
this quarter
Concentration
76.99%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

507 institutions reported FNDE in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 77.0% of the visible book. -66 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$4.7B124.0M0.72%Q1 202602
FMR LLC
CIK 0000315066
$592M15.5M0.03%Q1 202603
MORGAN STANLEY
CIK 0000895421
$144M3.8M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$107M2.8M0.01%Q1 202605
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$85M2.2M0.05%Q1 202606
Bogart Wealth, LLC
CIK 0001715740
$71M1.9M2.74%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$54M1.4M0.01%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M1.2M0.01%Q1 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$39M1.0M0.02%Q1 202610
Unison Advisors LLC
CIK 0001695818
$37M973K2.82%Q1 202611
Morningstar Investment Management LLC
CIK 0001673385
$28M724K1.71%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$28M721K0.01%Q1 202613
Almanack Investment Partners, LLC.
CIK 0001680613
$27M712K4.60%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M666K0.04%Q1 202615
UBS Group AG
CIK 0001610520
$25M650K0.00%Q1 202616
Kelman-Lazarov, Inc.
CIK 0001672067
$23M595K3.26%Q1 202617
AlphaCore Capital LLC
CIK 0001713662
$23M593K0.54%Q1 202618
Johnson Bixby & Associates, LLC
CIK 0001844238
$22M573K2.72%Q1 202619
Seven Springs Wealth Group, LLC
CIK 0001803898
$22M564K4.99%Q1 202620
Resonant Capital Advisors, LLC
CIK 0001803236
$21M557K1.12%Q1 2026
Page 1 of 26
487 more holders available. Log in →