Purchases and Sales Made in Q3 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
148KNew |
$4.9M - $5.37M
|
148K
$5.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
92.6K+ 15.5% |
$3.07M - $3.36M
|
690K
$25M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69K+ 258.15% |
$2.28M - $2.5M
|
95.7K
$3.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57.5K+ 30.27% |
$1.9M - $2.09M
|
247K
$8.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
57.3KNew |
$1.9M - $2.08M
|
57.3K
$2.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
49.8K+ 258.38% |
$1.65M - $1.81M
|
69.1K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.3K+ 282.32% |
$871K - $955K
|
35.6K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
21.3K+ 5.81% |
$704K - $772K
|
387K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
20.9K+ 23.91% |
$692K - $758K
|
108K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$404K - $442K
|
12.2K
$441K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.8K+ 2.81% |
$391K - $428K
|
432K
$15.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.3K+ 3.67% |
$374K - $410K
|
319K
$11.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.02KNew |
$299K - $327K
|
9.02K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.92KNew |
$229K - $251K
|
6.92K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.73K+ 5.53% |
$223K - $244K
|
128K
$4.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.67KNew |
$188K - $206K
|
5.67K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.57KNew |
$184K - $202K
|
5.57K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.41K+ 9.28% |
$179K - $196K
|
63.6K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.37K+ 28.41% |
$178K - $195K
|
24.3K
$878K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.84K+ 8.06% |
$160K - $176K
|
64.9K
$2.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.12K+ 15.29% |
$103K - $113K
|
23.5K
$850K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.95K+ 24.76% |
$97.6K - $107K
|
14.9K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.94K+ 2.99% |
$97.3K - $107K
|
101K
$3.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.77KNew |
$91.9K - $101K
|
2.77K
$100K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.71K+ 15.96% |
$89.7K - $98.3K
|
19.7K
$712K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.87K+ 1.83% |
$62.1K - $68K
|
104K
$3.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.82K+ 0.51% |
$60.3K - $66.1K
|
360K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.46K+ 8.77% |
$48.2K - $52.8K
|
18.1K
$653K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.38KNew |
$45.8K - $50.2K
|
1.38K
$50K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.38K+ 1842.67% |
$45.8K - $50.2K
|
1.46K
$52.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.3K+ 2.92% |
$43.1K - $47.3K
|
45.9K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.22KNew |
$40.4K - $44.2K
|
1.22K
$44K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.19K+ 1.13% |
$39.4K - $43.2K
|
106K
$3.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07KNew |
$35.3K - $38.7K
|
1.07K
$38.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 9.49% |
$34.4K - $37.7K
|
12K
$433K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
986New |
$32.7K - $35.8K
|
986
$35.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
930+ 2.96% |
$30.8K - $33.8K
|
32.4K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
710+ 5.83% |
$23.5K - $25.8K
|
12.9K
$466K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
610+ 4.94% |
$20.2K - $22.1K
|
12.9K
$468K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
344+ 1.44% |
$11.4K - $12.5K
|
24.3K
$877K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
246+ 38.68% |
$8.15K - $8.93K
|
882
$31.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$7.65K - $8.39K
|
231
$8.35K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
151+ 1.26% |
$5K - $5.48K
|
12.2K
$440K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
134New |
$4.44K - $4.87K
|
134
$4.85K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
130New |
$4.31K - $4.72K
|
130
$4.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
81New |
$2.68K - $2.94K
|
81
$2.93K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
66+ 0.23% |
$2.19K - $2.4K
|
28.4K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 1.44% |
$1.56K - $1.71K
|
3.32K
$120K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
43New |
$1.42K - $1.56K
|
43
$1.55K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$861 - $944
|
26
$940
|