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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
329New |
$9.5K - $11.2K
|
329
$9.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.16K+ 4.03% |
$33.6K - $39.4K
|
30K
$886K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.3K+ 19.84% |
$934K - $1.1M
|
195K
$5.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
96.2K+ 44.63% |
$2.78M - $3.27M
|
312K
$9.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
186K+ 419.99% |
$5.36M - $6.3M
|
230K
$6.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-918- 22.03% |
$26.5K - $31.2K
|
3.25K
$96.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 4.35% |
$231 - $272
|
192
$5.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 47.17% |
$2.89K - $3.4K
|
312
$9.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.97K+ 9.64% |
$56.9K - $66.9K
|
22.4K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.98K- 18.52% |
$57.3K - $67.4K
|
8.73K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.6K+ 6.19% |
$596K - $701K
|
354K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30+ 3.96% |
$867 - $1.02K
|
787
$23.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$578 - $679
|
20
$591
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
350+ 0.87% |
$10.1K - $11.9K
|
40.7K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-762- 3.32% |
$22K - $25.9K
|
22.2K
$657K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
475+ 2.53% |
$13.7K - $16.1K
|
19.3K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.17K+ 9.68% |
$149K - $175K
|
58.5K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-83- 2.78% |
$2.4K - $2.82K
|
2.91K
$85.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.13K+ 0.22% |
$119K - $140K
|
1.85M
$54.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
52+ 9.81% |
$1.5K - $1.77K
|
582
$17.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10+ 2.72% |
$289 - $340
|
377
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$17.4K - $20.5K
|
604
$17.9K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
274+ 3.83% |
$7.92K - $9.3K
|
7.43K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
66.4K+ 18.01% |
$1.92M - $2.26M
|
435K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.48K+ 5.41% |
$187K - $220K
|
126K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 3.89% |
$1.16K - $1.36K
|
1.07K
$31.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.82K+ 1.22% |
$52.5K - $61.7K
|
151K
$4.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 2.69% |
$176K - $206K
|
220K
$6.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 13.95% |
$173 - $204
|
49
$1.45K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-125- 3.34% |
$3.61K - $4.24K
|
3.61K
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-173- 0.19% |
$5K - $5.87K
|
89.5K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.82K+ 7.67% |
$139K - $163K
|
67.6K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18.2K+ 69.29% |
$525K - $617K
|
44.4K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.67K+ 30.66% |
$135K - $158K
|
19.9K
$588K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23New |
$664 - $781
|
23
$680
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-104- 10.83% |
$3K - $3.53K
|
856
$25.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-22.7K- 7.5% |
$655K - $770K
|
280K
$8.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 3.14% |
$53.4K - $62.8K
|
60.7K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11K+ 2.22% |
$318K - $374K
|
508K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 0.23% |
$29.2K - $34.3K
|
447K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
163+ 1.37% |
$4.71K - $5.53K
|
12.1K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$28.9 - $34
|
1.59K
$46.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4K+ 14.87% |
$328K - $386K
|
87.7K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
426+ 3.49% |
$12.3K - $14.5K
|
12.6K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65.7KNew |
$1.9M - $2.23M
|
65.7K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.99K- 99.2% |
$57.5K - $67.6K
|
16
$473
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 2.73% |
$78.6K - $92.4K
|
96.9K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.62K+ 0.5% |
$191K - $225K
|
1.33M
$39.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28.8K+ 119.64% |
$832K - $978K
|
52.9K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-545- 3.52% |
$15.7K - $18.5K
|
14.9K
$442K
|