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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28.3K- 99.22% |
$938K - $1.03M
|
224
$8.38K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
72+ 0.82% |
$2.39K - $2.61K
|
8.89K
$333K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.55K+ 9.67% |
$84.3K - $92.4K
|
28.9K
$1.08M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-590- 5.34% |
$19.5K - $21.4K
|
10.5K
$392K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8.71K- 3.95% |
$289K - $316K
|
212K
$7.93M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.1K- 1.47% |
$103K - $113K
|
207K
$7.76M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.83K- 19.89% |
$60.6K - $66.4K
|
7.37K
$276K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
19.6KNew |
$651K - $713K
|
19.6K
$735K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137+ 1.14% |
$4.54K - $4.97K
|
12.1K
$454K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 1.46% |
$35.2K - $38.6K
|
74K
$2.77M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
91.3K+ 16.26% |
$3.02M - $3.32M
|
653K
$24.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.87K- 4.21% |
$95K - $104K
|
65.3K
$2.44M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-96- 0.67% |
$3.18K - $3.49K
|
14.2K
$533K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 1.08% |
$497 - $545
|
1.37K
$51.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$74.9K - $82.1K
|
2.26K
$84.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.9K+ 10.38% |
$1.35M - $1.48M
|
435K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 4.09% |
$113K - $123K
|
79.8K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.5K+ 57.55% |
$382K - $419K
|
31.6K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
330+ 2.37% |
$10.9K - $12K
|
14.3K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17+ 22.08% |
$563 - $617
|
94
$3.52K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.43KNew |
$114K - $125K
|
3.43K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 6.36% |
$4.67M - $5.12M
|
2.36M
$88.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15New |
$497 - $545
|
15
$561
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2KNew |
$371K - $407K
|
11.2K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.1K+ 79.96% |
$634K - $695K
|
43.1K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.47K+ 36.14% |
$248K - $271K
|
28.2K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.79K+ 1.72% |
$126K - $138K
|
224K
$8.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-36- 1.53% |
$1.19K - $1.31K
|
2.32K
$86.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-54.5K- 47.2% |
$1.8M - $1.98M
|
60.9K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.5K+ 29.43% |
$614K - $673K
|
81.5K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
301K+ 12.05% |
$9.97M - $10.9M
|
2.8M
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.31KNew |
$209K - $229K
|
6.31K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-834- 7.58% |
$27.6K - $30.3K
|
10.2K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.27KNew |
$41.9K - $45.9K
|
1.27K
$47.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.29KNew |
$208K - $228K
|
6.29K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.9K+ 4.02% |
$759K - $832K
|
593K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
71.3K+ 33.44% |
$2.36M - $2.59M
|
284K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.29KNew |
$208K - $228K
|
6.29K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2K+ 9.2% |
$469K - $514K
|
168K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.4KNew |
$376K - $412K
|
11.4K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.6K+ 28.04% |
$980K - $1.07M
|
135K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.43K+ 11.73% |
$113K - $124K
|
32.6K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.04M- 89.8% |
$34.4M - $37.7M
|
118K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.6K+ 10.19% |
$2.6M - $2.85M
|
849K
$31.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-40.6K- 35.98% |
$1.34M - $1.47M
|
72.2K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 29.13% |
$348K - $381K
|
46.6K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.9K+ 26.65% |
$1.62M - $1.78M
|
232K
$8.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-627- 11.25% |
$20.8K - $22.8K
|
4.95K
$185K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.91K+ 108.01% |
$130K - $142K
|
7.53K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.07% |
$1.03K - $1.13K
|
43.3K
$1.62M
|
|