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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
686+ 0.19% |
$19.3K - $22K
|
353K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23.9K- 10.13% |
$671K - $764K
|
212K
$6.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.95K- 14.6% |
$54.7K - $62.2K
|
11.4K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$730K - $831K
|
26K
$781K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
115+ 95.04% |
$3.23K - $3.68K
|
236
$7.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
309+ 351.14% |
$8.69K - $9.89K
|
397
$11.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1KNew |
$452K - $514K
|
16.1K
$484K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.04K - $1.18K
|
37
$1.11K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$1.46K - $1.66K
|
52
$1.57K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.91K- 9.94% |
$53.8K - $61.2K
|
17.3K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6K+ 10.25% |
$169K - $192K
|
64.5K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 53.85% |
$197 - $224
|
6
$181
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.6KNew |
$186K - $211K
|
6.6K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.08K+ 35.32% |
$86.7K - $98.7K
|
11.8K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 9.0% |
$93.9K - $107K
|
40.4K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-48Closed |
$1.35K - $1.54K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 8.95% |
$321K - $365K
|
139K
$4.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 0.55% |
$450 - $512
|
2.89K
$87K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
8.02KNew |
$225K - $257K
|
8.02K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 19.64% |
$5.64M - $6.42M
|
1.22M
$36.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-7.98K- 2.44% |
$224K - $255K
|
319K
$9.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.61KNew |
$45.4K - $51.6K
|
1.61K
$48.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
64.2K+ 11.44% |
$1.8M - $2.05M
|
625K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69.7KNew |
$1.96M - $2.23M
|
69.7K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.91KNew |
$53.8K - $61.2K
|
1.91K
$57.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$2.75K - $3.14K
|
98
$2.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.27K+ 1.66% |
$120K - $137K
|
261K
$7.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113K+ 25.39% |
$3.19M - $3.63M
|
560K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
510+ 7.1% |
$14.3K - $16.3K
|
7.69K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
68.4KNew |
$1.92M - $2.19M
|
68.4K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.68KNew |
$188K - $214K
|
6.68K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 1.51% |
$675 - $768
|
1.56K
$47K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
8.74K+ 5.81% |
$246K - $280K
|
159K
$4.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.3K+ 4.68% |
$374K - $426K
|
298K
$8.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.09K+ 18.55% |
$86.8K - $98.8K
|
19.7K
$594K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 1.75% |
$422 - $480
|
841
$25.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 9.32% |
$51.9K - $59K
|
21.6K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.9K+ 3127.04% |
$559K - $636K
|
20.5K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.9K+ 35.73% |
$446K - $508K
|
60.3K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 48.84% |
$590 - $672
|
22
$662
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
153KNew |
$4.29M - $4.89M
|
153K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-159- 50.0% |
$4.47K - $5.09K
|
159
$4.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.08K+ 1.86% |
$227K - $258K
|
443K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.92K- 3.88% |
$82.2K - $93.5K
|
72.4K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-278- 23.13% |
$7.81K - $8.9K
|
924
$27.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-238- 17.85% |
$6.69K - $7.62K
|
1.1K
$33K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 23.65% |
$108K - $123K
|
20.1K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 50.12% |
$745K - $848K
|
26.4K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$1.91K - $2.18K
|
68
$2.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 5.76% |
$594K - $676K
|
388K
$11.7M
|