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Get Institutions for : 
Schwab Fundamental Emerging Markets Large Company Index (FNDE)  
$29.91 0.22 (0.74%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 286    10
Total shares held : 
 174,658,326  
% of shares held : 
 19.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 13,307,707  
% of shares held change : 
   1.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.09  
Last Quarter's Ending Price : 
 $27.14  
Last Quarter's Average Price : 
 $26.25  
Change from last quarter's     
avg. price to the last closing  : 
3.66 (13.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 4,505,343
 2.58%
 
Increased Positions :
114
 10,612,614
 6.08%
 
Unchanged Positions :
63
 4,412,182
 2.53%
 
Decreased Positions :
73
-1,114,602
-0.64%
 
Closed Positions :
26
-695,648
-0.4%
 
Guru Positions :
1
3,035
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VICTORY CAPITAL MANAGEMENT INC 247 - 2024-03-31 3,727,808 $103,484,000 0
   Systelligence LLC 41 - 2024-03-31 65,711 $1,824,000 0
   HARBOR ADVISORY CORP /MA/ 54 - 2024-03-31 48,443 $1,345,000 0
   FIRST NATIONAL CORP /MA/ /ADV 71 - 2024-03-31 39,202 $1,064,000 0
   Forza Wealth Management LLC 65 - 2024-03-31 27,714 $769,000 0
   PRUDENTIAL CORP PLC 685 - 2023-12-31 25,480 $692,000 0
   GIBSON CAPITAL MANAGEMENT, LTD. 26 - 2024-03-31 23,494 $652,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 81 - 2024-03-31 21,559 $598,000 0
   Clarity Capital Advisors LLC 51 - 2024-03-31 16,401 $455,000 0
   Von Berge Wealth Management Group LLC 39 - 2024-03-31 16,212 $450,000 0
   REDW Stanley Financial Advisors LLC 96 - 2024-03-31 15,200 $422,000 0
   Bond & Devick Financial Network Inc. 90 - 2024-03-31 13,220 $367,000 0
   Proficio Capital Partners LLC 233 - 2024-03-31 11,400 $316,000 0
   JJJ Advisors Inc. 129 - 2024-03-31 11,021 $306,000 0
   WARNER FINANCIAL INC 100 - 2024-03-31 9,440 $262,000 0
   LBMC INVESTMENT ADVISORS, LLC 157 - 2024-03-31 8,735 $242,000 0
   IEQ CAPITAL LLC 848 - 2024-03-31 8,206 $228,000 0
   NAPLES GLOBAL ADVISORS LLC 390 - 2024-03-31 7,558 $210,000 0
   AlphaCore Capital LLC 226 - 2023-12-31 6,027 $164,000 0
   OXFORD FINANCIAL GROUP LTD 239 - 2023-12-31 4,849 $132,000 0
   Parallel Advisors LLC 1087 - 2024-03-31 4,251 $118,000 0
   Financial Freedom LLC 132 - 2024-03-31 3,433 $95,000 0
   SMITHFIELD TRUST CO 468 - 2024-03-31 3,278 $91,000 0
   Nalls Sherbakoff Group LLC 125 - 2023-12-31 3,200 $87,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 377 - 2022-12-31 3,309 $82,000 0
   WEST PACES ADVISORS INC. 208 - 2024-03-31 2,100 $58,000 0
   MCF Advisors LLC 444 - 2024-03-31 1,206 $33,000 0
   Tortoise Investment Management LLC 465 - 2024-03-31 1,021 $28,000 0
   Northwest Capital Management Inc 282 - 2024-03-31 932 $26,000 0
   Financial Advisory Service Inc. 382 - 2024-03-31 931 $26,000 0
   Hamilton Point Investment Advisors LLC 137 - 2024-03-31 835 $23,000 0
   STUDIO INVESTMENT MANAGEMENT LLC 196 - 2023-12-31 816 $22,000 0
   Retirement Group LLC 369 - 2024-03-31 698 $19,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 839 - 2024-03-31 636 $18,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 587 - 2023-12-31 632 $17,000 0
   Glassman Wealth Services 146 - 2024-03-31 550 $15,000 0
   DHJJ Financial Advisors Ltd. 402 - 2024-03-31 515 $14,000 0
   WASHINGTON TRUST CO 618 - 2024-03-31 500 $14,000 0
   Tradition Wealth Management LLC 965 - 2023-12-31 388 $11,000 0
   Cherry Tree Wealth Management LLC 374 - 2024-03-31 316 $9,000 0
   Cordant Inc. 59 - 2024-03-31 299 $8,000 0
   Lowe fs LLC 223 - 2024-03-31 281 $8,000 0
   Fortis Advisors LLC 212 - 2023-12-31 267 $7,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 521 - 2023-06-30 256 $7,000 0
   Archer Investment Corp 700 - 2024-03-31 242 $7,000 0
   Salomon & Ludwin LLC 604 - 2024-03-31 212 $6,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 342 - 2023-12-31 232 $6,000 0
   Element Wealth LLC 235 - 2024-03-31 176 $5,000 0
   JFS WEALTH ADVISORS, LLC 1094 - 2024-03-31 183 $5,000 0
   WOLFF WIESE MAGANA LLC 389 - 2024-03-31 175 $5,000 0
   WFA of San Diego LLC 335 - 2023-09-30 123 $3,000 0
   SOA Wealth Advisors LLC. 664 - 2024-03-31 123 $3,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 720 - 2024-03-31 88 $2,000 0
   SALEM INVESTMENT COUNSELORS INC 1015 - 2024-03-31 72 $2,000 0
   WealthCollab LLC 744 - 2024-03-31 65 $2,000 0
   Key Financial Inc 1122 - 2024-03-31 88 $2,000 0
   Smartleaf Asset Management LLC 1369 - 2024-03-31 22 $1,000 0
   Coastal Capital Group Inc. 533 - 2023-06-30 27 $1,000 0
   BDO Wealth Advisors LLC 915 - 2023-06-30 50 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 550 - 2023-12-31 1 $1,000 0
   Sunbelt Securities Inc. 1583 - 2024-03-31 43 $1,000 0
   Beaird Harris Wealth Management LLC 522 - 2023-12-31 55 $1,000 0
   HBC Financial Services PLLC 155 - 2024-03-31 14 $0 0
   Steward Partners Investment Advisory LLC 3450 - 2023-12-31 9 $0 0
   GPS Wealth Strategies Group LLC 1263 - 2024-03-31 13 $0 0
  65 Records found
  1    
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