DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FNDE

SCHWAB FNDMNTL EM MRK EQ ETF

508 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·508 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$6.2B
visible holders
Holders
508
filers reporting
Concentration
76.58%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

508 institutions reported FNDE in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 76.6% of the visible book.

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 2026
02
FMR LLC
CIK 0000315066
$592M15.5M0.03%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$144M3.8M0.01%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$107M2.8M0.01%Q1 2026
05
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$85M2.2M0.05%Q1 2026
06
Bogart Wealth, LLC
CIK 0001715740
$75M1.9M2.56%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$54M1.4M0.01%Q1 2026
08
FOSTER & MOTLEY INC
CIK 0001163902
$48M1.2M2.45%Q1 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M1.2M0.01%Q1 2026
10
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$39M1.0M0.02%Q1 2026
11
Unison Advisors LLC
CIK 0001695818
$39M972K2.69%Q2 2026
12
Morningstar Investment Management LLC
CIK 0001673385
$28M724K1.71%Q2 2026
13
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$28M721K0.01%Q1 2026
14
Almanack Investment Partners, LLC.
CIK 0001680613
$27M712K4.60%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M666K0.04%Q1 2026
16
UBS Group AG
CIK 0001610520
$25M650K0.00%Q1 2026
17
Johnson Bixby & Associates, LLC
CIK 0001844238
$24M597K2.64%Q2 2026
18
Kelman-Lazarov, Inc.
CIK 0001672067
$23M595K3.26%Q1 2026
19
AlphaCore Capital LLC
CIK 0001713662
$23M593K0.54%Q1 2026
20
Seven Springs Wealth Group, LLC
CIK 0001803898
$22M564K4.99%Q1 2026
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