Purchases and Sales Made in Q2 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
154K+ 34.79% |
$4.11M - $5.1M
|
598K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
127K+ 1887.85% |
$3.37M - $4.19M
|
133K
$4.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
86.6K+ 18.23% |
$2.31M - $2.87M
|
562K
$19M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
76.5K+ 30.81% |
$2.04M - $2.53M
|
325K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76K+ 19.6% |
$2.03M - $2.52M
|
464K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
70.5KNew |
$1.88M - $2.33M
|
70.5K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
59.1KNew |
$1.58M - $1.96M
|
59.1K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
54.5K+ 20.47% |
$1.45M - $1.8M
|
321K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
50.3K+ 36.07% |
$1.34M - $1.67M
|
190K
$6.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
44.6KNew |
$1.19M - $1.48M
|
44.6K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41.8K+ 418080.0% |
$1.11M - $1.38M
|
41.8K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.8KNew |
$980K - $1.22M
|
36.8K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
33.6K+ 682.98% |
$896K - $1.11M
|
38.5K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
33.4K+ 167.25% |
$890K - $1.1M
|
53.3K
$1.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33.1KNew |
$881K - $1.09M
|
33.1K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30.8K+ 240.94% |
$821K - $1.02M
|
43.6K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.9K+ 43.73% |
$797K - $990K
|
98.3K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
27.1K+ 44.88% |
$721K - $895K
|
87.4K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
21.3K+ 1.21% |
$569K - $706K
|
1.78M
$60.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
21.3KNew |
$567K - $704K
|
21.3K
$718K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
20.4K+ 5.09% |
$543K - $673K
|
420K
$14.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
19.9K+ 8.2% |
$531K - $659K
|
263K
$8.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
19.3KNew |
$514K - $638K
|
19.3K
$650K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
18.7KNew |
$498K - $619K
|
18.7K
$631K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17.2K+ 8.31% |
$460K - $571K
|
225K
$7.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
15.5K+ 5.93% |
$412K - $512K
|
277K
$9.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
15.5K+ 4.29% |
$412K - $512K
|
376K
$12.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
14.4K+ 2.44% |
$384K - $476K
|
603K
$20.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.9K+ 14.47% |
$345K - $428K
|
102K
$3.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 1.92% |
$286K - $355K
|
571K
$19.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
10K+ 3.37% |
$267K - $332K
|
308K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.51KNew |
$253K - $315K
|
9.51K
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.31KNew |
$248K - $308K
|
9.31K
$314K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.61K+ 40.75% |
$230K - $285K
|
29.7K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.82K+ 68.03% |
$208K - $259K
|
19.3K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.7K+ 29.04% |
$205K - $255K
|
34.2K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7.65K+ 3.24% |
$204K - $253K
|
243K
$8.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
7.61K+ 2.2% |
$203K - $252K
|
354K
$11.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$195K - $242K
|
7.31K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.25KNew |
$193K - $240K
|
7.25K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.08K+ 33.24% |
$189K - $234K
|
28.4K
$958K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.94K+ 58.0% |
$185K - $230K
|
18.9K
$638K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.8K+ 34.85% |
$181K - $225K
|
26.3K
$888K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.39KNew |
$170K - $212K
|
6.39K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.39KNew |
$170K - $211K
|
6.39K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.35KNew |
$169K - $210K
|
6.35K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.32KNew |
$168K - $209K
|
6.32K
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.27K+ 81.56% |
$167K - $207K
|
13.9K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.07K+ 4.96% |
$162K - $201K
|
128K
$4.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.9K+ 11.26% |
$157K - $195K
|
58.2K
$1.97M
|