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 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.09K+ 18.55% |
$86.8K - $98.8K
|
19.7K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.08K+ 35.32% |
$86.7K - $98.7K
|
11.8K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.89KNew |
$81.2K - $92.5K
|
2.89K
$87K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.34K+ 24.35% |
$65.9K - $75K
|
12K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.31K+ 21.65% |
$64.8K - $73.8K
|
13K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.12K+ 0.83% |
$59.6K - $67.8K
|
257K
$7.75M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.97K+ 2.03% |
$55.4K - $63K
|
98.8K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.95KNew |
$54.7K - $62.2K
|
1.95K
$58.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.91KNew |
$53.8K - $61.2K
|
1.91K
$57.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 9.32% |
$51.9K - $59K
|
21.6K
$651K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 2.02% |
$49.9K - $56.8K
|
89.5K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.61KNew |
$45.4K - $51.6K
|
1.61K
$48.6K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.61K+ 3.96% |
$45.3K - $51.6K
|
42.3K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.6K+ 8.3% |
$44.9K - $51.1K
|
20.8K
$627K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 7.07% |
$44.1K - $50.2K
|
23.8K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07K+ 5.68% |
$30.1K - $34.3K
|
20K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
686+ 0.19% |
$19.3K - $22K
|
353K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
670+ 6.06% |
$18.8K - $21.4K
|
11.7K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
617+ 3.03% |
$17.3K - $19.7K
|
21K
$631K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
537New |
$15.1K - $17.2K
|
537
$16.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
510+ 7.1% |
$14.3K - $16.3K
|
7.69K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
456+ 8.26% |
$12.8K - $14.6K
|
5.98K
$180K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
402+ 3.18% |
$11.3K - $12.9K
|
13K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
386+ 2144.44% |
$10.9K - $12.4K
|
404
$12.2K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
374+ 28.14% |
$10.5K - $12K
|
1.7K
$51.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
371+ 3.07% |
$10.4K - $11.9K
|
12.4K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
334New |
$9.39K - $10.7K
|
334
$10.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
309+ 351.14% |
$8.69K - $9.89K
|
397
$11.9K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
189New |
$5.31K - $6.05K
|
189
$5.69K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
159New |
$4.47K - $5.09K
|
159
$4.79K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
115+ 95.04% |
$3.23K - $3.68K
|
236
$7.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$2.75K - $3.14K
|
98
$2.95K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
96+ 2.93% |
$2.7K - $3.07K
|
3.37K
$101K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
78+ 62.4% |
$2.19K - $2.5K
|
203
$6.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$1.91K - $2.18K
|
68
$2.05K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$1.46K - $1.66K
|
52
$1.57K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43New |
$1.21K - $1.38K
|
43
$1.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.04K - $1.18K
|
37
$1.11K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33New |
$928 - $1.06K
|
33
$993
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29+ 0.26% |
$815 - $928
|
11.1K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
25+ 0.17% |
$703 - $800
|
15K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.32% |
$225 - $256
|
2.53K
$76.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 1.37% |
$225 - $256
|
590
$17.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 8.16% |
$112 - $128
|
53
$1.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.14% |
$141 - $160
|
3.61K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 53.85% |
$197 - $224
|
6
$181
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 1.75% |
$422 - $480
|
841
$25.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 0.55% |
$450 - $512
|
2.89K
$87K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 48.84% |
$590 - $672
|
22
$662
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 1.51% |
$675 - $768
|
1.56K
$47K
|