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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38New |
$1.1K - $1.29K
|
38
$1.15K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$301K - $353K
|
10.4K
$315K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
280+ 3.68% |
$8.09K - $9.51K
|
7.89K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-36.4K- 76.21% |
$1.05M - $1.24M
|
11.4K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.2K- 4.94% |
$294K - $346K
|
196K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
20.2K+ 3.26% |
$584K - $686K
|
640K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41KNew |
$1.18M - $1.39M
|
41K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.38K+ 72.34% |
$184K - $217K
|
15.2K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.23K+ 6.54% |
$64.3K - $75.5K
|
36.2K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.58KNew |
$277K - $325K
|
9.58K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 6.12% |
$68.2K - $80.1K
|
36.2K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-187- 15.69% |
$5.4K - $6.35K
|
1.01K
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 28.34% |
$52.6K - $61.8K
|
8.24K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
7.55K+ 6.95% |
$218K - $256K
|
116K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
9.95K+ 3.28% |
$287K - $338K
|
314K
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.35K+ 3.05% |
$39K - $45.8K
|
45.6K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.51K+ 8.96% |
$275K - $323K
|
116K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 37.81% |
$162K - $190K
|
9.22K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.05K+ 44.97% |
$88.1K - $104K
|
9.83K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.14K+ 3.93% |
$90.6K - $107K
|
83K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.39K- 3.4% |
$69.2K - $81.3K
|
68K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
369New |
$10.7K - $12.5K
|
369
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.22KNew |
$35.1K - $41.2K
|
1.22K
$36.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.75KNew |
$79.4K - $93.3K
|
2.75K
$83.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.5K+ 0.55% |
$304K - $357K
|
1.92M
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.36K+ 0.26% |
$184K - $216K
|
2.48M
$75.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 1.74% |
$80K - $94K
|
157K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.35K+ 14.49% |
$126K - $148K
|
34.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-150- 24.39% |
$4.33K - $5.09K
|
465
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
311K+ 245.46% |
$8.98M - $10.6M
|
438K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
491KNew |
$14.2M - $16.7M
|
491K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
271KNew |
$7.82M - $9.19M
|
271K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.15KNew |
$33.1K - $38.9K
|
1.15K
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
19.2KNew |
$556K - $653K
|
19.2K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
228+ 9.93% |
$6.59K - $7.74K
|
2.52K
$76.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 3.17% |
$57.8 - $67.9
|
65
$1.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.14K- 0.58% |
$61.7K - $72.5K
|
367K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-236- 1.15% |
$6.82K - $8.01K
|
20.4K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
169+ 18.15% |
$4.88K - $5.74K
|
1.1K
$33.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.58KNew |
$103K - $121K
|
3.58K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.08K+ 10.82% |
$176K - $206K
|
62.3K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
193New |
$5.58K - $6.55K
|
193
$5.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14K+ 11.19% |
$405K - $475K
|
139K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.3K+ 88.88% |
$298K - $350K
|
21.9K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-130- 5.2% |
$3.76K - $4.41K
|
2.37K
$71.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2KNew |
$323K - $380K
|
11.2K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.37K+ 0.21% |
$126K - $148K
|
2.12M
$64.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
281+ 6.32% |
$8.12K - $9.54K
|
4.73K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19.3K+ 206.39% |
$557K - $654K
|
28.6K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
30.6K+ 9.6% |
$885K - $1.04M
|
350K
$10.6M
|