Latest Institutional Transactions on Schwab Fundamental Emerging Mk (FNDE)
This table provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.03K- 15.22% |
$167K - $183K
|
28K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
25.7K+ 10.03% |
$850K - $932K
|
281K
$10.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.51K- 1.15% |
$50.1K - $54.9K
|
130K
$4.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14New |
$464 - $508
|
14
$506
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
808New |
$26.8K - $29.3K
|
808
$29.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
557+ 6.95% |
$18.5K - $20.2K
|
8.58K
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
273+ 0.08% |
$9.04K - $9.91K
|
325K
$11.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-35- 0.01% |
$1.16K - $1.27K
|
314K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34.4K+ 14.14% |
$1.14M - $1.25M
|
278K
$10M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-44- 0.26% |
$1.46K - $1.6K
|
17.1K
$619K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
226+ 0.38% |
$7.49K - $8.21K
|
59.4K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.09K- 26.37% |
$69.1K - $75.8K
|
5.83K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.64KNew |
$87.6K - $96K
|
2.64K
$95.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.03K- 1.56% |
$34K - $37.2K
|
64.9K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
192+ 0.93% |
$6.36K - $6.97K
|
20.9K
$754K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.43K- 6.33% |
$279K - $306K
|
125K
$4.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.59K+ 0.8% |
$152K - $166K
|
576K
$20.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
45.4K+ 57.35% |
$1.5M - $1.65M
|
125K
$4.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 18.66% |
$651K - $714K
|
125K
$4.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-71.8K- 13.78% |
$2.38M - $2.61M
|
449K
$16.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
7.67K+ 10.25% |
$254K - $279K
|
82.5K
$2.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-375- 3.79% |
$12.4K - $13.6K
|
9.53K
$344K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.81K+ 36.31% |
$93K - $102K
|
10.5K
$381K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-5.86K- 1.83% |
$194K - $213K
|
315K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.82KNew |
$193K - $211K
|
5.82K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.79KNew |
$225K - $247K
|
6.79K
$246K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 18.6% |
$1.33K - $1.45K
|
175
$6.33K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.92K+ 14.87% |
$329K - $360K
|
76.6K
$2.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.9KNew |
$726K - $796K
|
21.9K
$793K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
771+ 1.57% |
$25.5K - $28K
|
49.8K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.3KNew |
$704K - $772K
|
21.3K
$769K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.1K+ 68.42% |
$202K - $222K
|
15K
$543K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.98K- 6.33% |
$165K - $181K
|
73.6K
$2.66M
|
|
|
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 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
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.95K+ 24.76% |
$97.6K - $107K
|
14.9K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.65K- 0.43% |
$253K - $278K
|
1.77M
$64.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 0.16% |
$364 - $399
|
7.04K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.64K+ 6.75% |
$319K - $350K
|
153K
$5.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.23K- 2.15% |
$206K - $226K
|
284K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.51K- 47.34% |
$50.2K - $55K
|
1.68K
$60.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-183- 1.98% |
$6.06K - $6.64K
|
9.05K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-390- 0.62% |
$12.9K - $14.2K
|
62.9K
$2.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
610+ 4.94% |
$20.2K - $22.1K
|
12.9K
$468K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-12K- 1.89% |
$398K - $436K
|
624K
$22.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.12K+ 15.29% |
$103K - $113K
|
23.5K
$850K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-6.75K- 26.12% |
$223K - $245K
|
19.1K
$690K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-164- 26.24% |
$5.43K - $5.95K
|
461
$16.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
66+ 0.23% |
$2.19K - $2.4K
|
28.4K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
20.9K+ 23.91% |
$692K - $758K
|
108K
$3.91M
|