Purchases and Sales Made in Q1 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 19.64% |
$5.64M - $6.42M
|
1.22M
$36.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
154KNew |
$4.32M - $4.91M
|
154K
$4.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
153KNew |
$4.29M - $4.89M
|
153K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
132KNew |
$3.72M - $4.24M
|
132K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
126KNew |
$3.55M - $4.04M
|
126K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113K+ 25.39% |
$3.19M - $3.63M
|
560K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
103KNew |
$2.89M - $3.29M
|
103K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69.7KNew |
$1.96M - $2.23M
|
69.7K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
68.4KNew |
$1.92M - $2.19M
|
68.4K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
66.1K+ 19.84% |
$1.86M - $2.12M
|
400K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
64.2K+ 11.44% |
$1.8M - $2.05M
|
625K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
34.3K+ 11.01% |
$965K - $1.1M
|
346K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
32.1K+ 9.79% |
$904K - $1.03M
|
360K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$730K - $831K
|
26K
$781K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
22.2K+ 6.46% |
$623K - $709K
|
365K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 5.76% |
$594K - $676K
|
388K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.9K+ 3127.04% |
$559K - $636K
|
20.5K
$618K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19K+ 3.34% |
$535K - $609K
|
589K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 19.04% |
$513K - $584K
|
114K
$3.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.3K+ 186.73% |
$485K - $552K
|
26.5K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1KNew |
$452K - $514K
|
16.1K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.9K+ 35.73% |
$446K - $508K
|
60.3K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.3K+ 4.68% |
$374K - $426K
|
298K
$8.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.8KNew |
$359K - $409K
|
12.8K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
11.6K+ 46.14% |
$326K - $371K
|
36.7K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 8.95% |
$321K - $365K
|
139K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 132.34% |
$312K - $356K
|
19.5K
$587K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10.7KNew |
$301K - $342K
|
10.7K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
10KNew |
$281K - $320K
|
10K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.79K+ 14.59% |
$247K - $281K
|
69.1K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
8.74K+ 5.81% |
$246K - $280K
|
159K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.62K+ 12.38% |
$242K - $276K
|
78.2K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.08K+ 1.86% |
$227K - $258K
|
443K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
8.02KNew |
$225K - $257K
|
8.02K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.7KNew |
$188K - $214K
|
6.7K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.68KNew |
$188K - $214K
|
6.68K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.6KNew |
$186K - $211K
|
6.6K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.53KNew |
$184K - $209K
|
6.53K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6K+ 10.25% |
$169K - $192K
|
64.5K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.5K+ 1074.94% |
$127K - $144K
|
4.92K
$148K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.27K+ 1.66% |
$120K - $137K
|
261K
$7.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.19K+ 3.66% |
$118K - $134K
|
119K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.05K+ 17.62% |
$114K - $130K
|
27K
$814K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.91K+ 51.56% |
$110K - $125K
|
11.5K
$346K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 23.65% |
$108K - $123K
|
20.1K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.4K+ 4.05% |
$95.5K - $109K
|
87.4K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 9.0% |
$93.9K - $107K
|
40.4K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.27K+ 33.48% |
$91.9K - $105K
|
13K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.09K+ 5.04% |
$86.8K - $98.8K
|
64.3K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.09K+ 18.55% |
$86.8K - $98.8K
|
19.7K
$594K
|