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 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$861 - $944
|
26
$940
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.13% |
$464 - $508
|
10.4K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-2- 0.01% |
$66.3 - $72.6
|
36.8K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7- 0.25% |
$232 - $254
|
2.82K
$102K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 0.16% |
$364 - $399
|
7.04K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-30- 5.08% |
$994 - $1.09K
|
560
$20.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-39- 4.64% |
$1.29K - $1.42K
|
802
$29K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-164- 26.24% |
$5.43K - $5.95K
|
461
$16.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-169- 1.27% |
$5.6K - $6.14K
|
13.2K
$476K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-183- 1.98% |
$6.06K - $6.64K
|
9.05K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-245- 1.42% |
$8.12K - $8.9K
|
17K
$616K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-350- 0.67% |
$11.6K - $12.7K
|
52K
$1.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-390- 0.62% |
$12.9K - $14.2K
|
62.9K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-437- 35.36% |
$14.5K - $15.9K
|
799
$28.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-446- 7.02% |
$14.8K - $16.2K
|
5.9K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-476- 91.01% |
$15.8K - $17.3K
|
47
$1.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-691- 1.68% |
$22.9K - $25.1K
|
40.5K
$1.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-795- 3.06% |
$26.3K - $28.9K
|
25.2K
$911K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-846- 27.25% |
$28K - $30.7K
|
2.26K
$81.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.32K- 1.33% |
$43.6K - $47.8K
|
97.5K
$3.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.51K- 47.34% |
$50.2K - $55K
|
1.68K
$60.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.72K- 5.31% |
$57K - $62.5K
|
30.7K
$1.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.73K- 2.52% |
$57.1K - $62.6K
|
66.8K
$2.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.7K- 6.55% |
$89.4K - $98K
|
38.5K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.91K- 6.14% |
$96.2K - $105K
|
44.4K
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.95K- 56.93% |
$97.7K - $107K
|
2.23K
$80.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.31K- 8.0% |
$110K - $120K
|
38.1K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.33K- 2.19% |
$110K - $121K
|
149K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.56K- 2.26% |
$118K - $129K
|
154K
$5.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.09K- 33.08% |
$136K - $149K
|
8.28K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.98K- 6.33% |
$165K - $181K
|
73.6K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.99K- 51.63% |
$198K - $218K
|
5.61K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.23K- 2.15% |
$206K - $226K
|
284K
$10.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.52K- 5.07% |
$216K - $237K
|
122K
$4.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.52K- 1.44% |
$216K - $237K
|
445K
$16.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-6.75K- 26.12% |
$223K - $245K
|
19.1K
$690K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.65K- 0.43% |
$253K - $278K
|
1.77M
$64.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-8.53K- 3.71% |
$283K - $310K
|
221K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-8.65K- 5.27% |
$287K - $314K
|
155K
$5.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-9.39K- 2.5% |
$311K - $341K
|
366K
$13.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-12K- 1.89% |
$398K - $436K
|
624K
$22.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27K- 2.07% |
$896K - $982K
|
1.28M
$46.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-35.6K- 92.45% |
$1.18M - $1.29M
|
2.91K
$105K
|