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 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-28- 0.85% |
$787 - $896
|
3.27K
$98.4K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-45- 0.61% |
$1.26K - $1.44K
|
7.39K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-48Closed |
$1.35K - $1.54K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-101- 1.01% |
$2.84K - $3.23K
|
9.9K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-130- 0.29% |
$3.65K - $4.16K
|
45.4K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-159- 50.0% |
$4.47K - $5.09K
|
159
$4.79K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-205- 1.65% |
$5.76K - $6.56K
|
12.2K
$368K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-220- 2.16% |
$6.18K - $7.04K
|
9.95K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-238- 17.85% |
$6.69K - $7.62K
|
1.1K
$33K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-278- 23.13% |
$7.81K - $8.9K
|
924
$27.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-286- 47.35% |
$8.04K - $9.15K
|
318
$9.57K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-394- 1.54% |
$11.1K - $12.6K
|
25.3K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-477- 4.18% |
$13.4K - $15.3K
|
10.9K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-552- 15.51% |
$15.5K - $17.7K
|
3.01K
$90.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-882- 39.69% |
$24.8K - $28.2K
|
1.34K
$40.3K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.11K- 3.41% |
$31.1K - $35.4K
|
31.3K
$943K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.11K- 14.51% |
$31.3K - $35.6K
|
6.56K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.49K- 2.77% |
$42K - $47.8K
|
52.3K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.6K- 1.53% |
$44.9K - $51.1K
|
103K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.69K- 2.57% |
$47.6K - $54.1K
|
64K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.91K- 9.94% |
$53.8K - $61.2K
|
17.3K
$522K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.95K- 14.6% |
$54.7K - $62.2K
|
11.4K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.04K- 10.0% |
$57.3K - $65.2K
|
18.3K
$552K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 19.9% |
$60.7K - $69.1K
|
8.69K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.92K- 6.62% |
$82.1K - $93.5K
|
41.2K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.92K- 3.88% |
$82.2K - $93.5K
|
72.4K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.8K- 3.01% |
$107K - $122K
|
122K
$3.68M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.06K- 5.61% |
$114K - $130K
|
68.2K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.66K- 34.05% |
$131K - $149K
|
9.03K
$272K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.83K- 9.19% |
$136K - $154K
|
47.7K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.63K- 31.42% |
$158K - $180K
|
12.3K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.93K- 13.88% |
$167K - $190K
|
36.8K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.86K- 39.15% |
$193K - $220K
|
10.7K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.21K- 6.43% |
$203K - $231K
|
105K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-7.98K- 2.44% |
$224K - $255K
|
319K
$9.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11K- 1.66% |
$310K - $353K
|
655K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-13.6K- 1.0% |
$383K - $436K
|
1.35M
$40.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 5.68% |
$399K - $454K
|
236K
$7.1M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23.9K- 10.13% |
$671K - $764K
|
212K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25K- 9.15% |
$702K - $799K
|
248K
$7.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 50.12% |
$745K - $848K
|
26.4K
$794K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.6K- 39.74% |
$887K - $1.01M
|
47.8K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40.2K- 99.98% |
$1.13M - $1.29M
|
10
$301
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-54K- 50.18% |
$1.52M - $1.73M
|
53.6K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-94.5K- 5.1% |
$2.66M - $3.03M
|
1.76M
$53M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-471K- 12.78% |
$13.2M - $15.1M
|
3.21M
$96.7M
|