Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Schwab Fundamental Emerging Markets Large Company Index (FNDE)  
$29.69 0.28 (0.95%) as of 4:30 Fri 5/10


Download
     
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  : 
3.44 (13.1%)  




 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FinTrust Capital Advisors LLC 1173 *Closed 2024-03-31 0 $0 -48
   ADVISORY SERVICES NETWORK, LLC 1497 *Closed 2024-03-31 0 $0 -4,522
   FTB Advisors Inc. 2225 *Closed 2024-03-31 0 $0 -83
   Sound Income Strategies LLC 1258 *Closed 2024-03-31 0 $0 -2,149
   Atlantic Edge Private Wealth Management LLC 472 *Closed 2024-03-31 0 $0 -50
   Planned Solutions Inc. 144 *Closed 2024-03-31 0 $0 -2,022
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5518 *Closed 2024-03-31 0 $0 -19,782
   Sequoia Financial Advisors LLC 1157 *Closed 2024-03-31 0 $0 -9,033
   EPG Wealth Management LLC 433 *Closed 2023-12-31 0 $0 -193
   Hexagon Capital Partners LLC 1359 *Closed 2024-03-31 0 $0 -101
   Rockbridge Investment Management LCC 735 *Closed 2023-12-31 0 $0 -162
   MARSHALL WACE LLP 1986 *Closed 2023-12-31 0 $0 -78,555
   WETZEL INVESTMENT ADVISORS INC. 1045 *Closed 2024-03-31 0 $0 -482
   SRS Capital Advisors Inc. 1328 *Closed 2023-12-31 0 $0 -548
   Ten Capital Wealth Advisors LLC 272 *Closed 2023-06-30 0 $0 -197
   BALLAST ADVISORS LLC 175 *Closed 2024-03-31 0 $0 -24
   JOHNSON FINANCIAL GROUP, INC. 911 *Closed 2023-12-31 0 $0 -351
   LaSalle St. Investment Advisors LLC 135 *Closed 2023-09-30 0 $0 -8,942
   Cresset Asset Management LLC 1850 *Closed 2023-12-31 0 $0 -8,033
   Moisand Fitzgerald Tamayo LLC 604 *Closed 2024-03-31 0 $0 -173
   Arlington Financial Advisors LLC 81 *Closed 2024-03-31 0 $0 -317,440
   Ulland Investment Advisors LLC 256 *Closed 2024-03-31 0 $0 -78
   SHEETS SMITH & ASSOCIATES INC 490 *Closed 2024-03-31 0 $0 -1,100
   Ronald Blue Trust Inc. 2561 *Closed 2024-03-31 0 $0 -1,826
   Stratos Wealth Partners LTD. 1407 *Closed 2024-03-31 0 $0 -15,860
   Life Planning Partners Inc 136 *Closed 2024-03-31 0 $0 -203
   Solitude Financial Services 43 *Closed 2024-03-31 0 $0 -23,432
   Lindbrook Capital LLC 2711 *Closed 2024-03-31 0 $0 -62
   TSFG LLC 884 *Closed 2024-03-31 0 $0 -17
   TOMPKINS FINANCIAL CORP 693 *Closed 2024-03-31 0 $0 -306
   TOTH FINANCIAL ADVISORY CORP 754 *Closed 2024-03-31 0 $0 -21
   BAKER AVENUE ASSET MANAGEMENT, LP 1393 *Closed 2023-12-31 0 $0 -76
   Ethos Financial Group LLC 242 *Closed 2024-03-31 0 $0 -11,425
   Bradley & Co. Private Wealth Management LLC 189 *Closed 2024-03-31 0 $0 -595
   MODERA WEALTH MANAGEMENT, LLC 636 *Closed 2023-12-31 0 $0 -6,806
   ST GERMAIN D J CO INC 838 *Closed 2024-03-31 0 $0 -20
   Squarepoint Ops LLC 2953 *Closed 2023-12-31 0 $0 -8,381
   Integrated Wealth Concepts LLC 1662 *Closed 2023-12-31 0 $0 -301,787
   Y-Intercept (Hong Kong) Ltd 1703 *Closed 2024-03-31 0 $0 -17,849
   Sawyer & Company Inc 186 *Closed 2024-03-31 0 $0 -4
   ORG Partners LLC 1126 *Closed 2024-03-31 0 $0 -80
   McGlone Suttner Wealth Management Inc. 827 *Closed 2024-03-31 0 $0 -503
   Raleigh Capital Management Inc. 1090 *Closed 2023-12-31 0 $0 -16

  43 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results