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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
48New |
$1.28K - $1.59K
|
48
$1.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 96.9% |
$530K - $658K
|
636
$21.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9.36K- 25.41% |
$249K - $310K
|
27.5K
$913K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.39KNew |
$170K - $211K
|
6.39K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.62K- 1.05% |
$43.1K - $53.5K
|
152K
$5.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
364+ 0.47% |
$9.7K - $12K
|
78.6K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.35KNew |
$169K - $210K
|
6.35K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$507 - $629
|
19
$632
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
44.6KNew |
$1.19M - $1.48M
|
44.6K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
59.1KNew |
$1.58M - $1.96M
|
59.1K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 22.86% |
$1.07K - $1.32K
|
215
$7.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 0.04% |
$320 - $397
|
27.8K
$925K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
19.3KNew |
$514K - $638K
|
19.3K
$641K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.19K+ 1.47% |
$138K - $172K
|
358K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
133New |
$3.55K - $4.4K
|
133
$4.42K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 2.85% |
$2.56K - $3.18K
|
3.27K
$109K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-165- 5.05% |
$4.4K - $5.46K
|
3.11K
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
10K+ 3.37% |
$267K - $332K
|
308K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
20.4K+ 5.09% |
$543K - $673K
|
420K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
591+ 0.16% |
$15.8K - $19.6K
|
366K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-11- 0.03% |
$293 - $364
|
41.2K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
916+ 7.02% |
$24.4K - $30.3K
|
14K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
139New |
$3.71K - $4.6K
|
139
$4.62K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.72KNew |
$45.9K - $56.9K
|
1.72K
$57.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.94K+ 58.0% |
$185K - $230K
|
18.9K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
54.5K+ 20.47% |
$1.45M - $1.8M
|
321K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.31KNew |
$248K - $308K
|
9.31K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-374- 21.96% |
$9.97K - $12.4K
|
1.33K
$44.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.01K+ 30.93% |
$107K - $133K
|
17K
$564K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.96K+ 324.43% |
$106K - $131K
|
5.18K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 0.63% |
$2.08K - $2.58K
|
12.4K
$411K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
106+ 0.64% |
$2.83K - $3.51K
|
16.6K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
2.47K+ 3.41% |
$65.8K - $81.6K
|
74.8K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.42KNew |
$37.9K - $47.1K
|
1.42K
$47.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.02K+ 2.55% |
$80.6K - $100K
|
122K
$4.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-523- 1.05% |
$13.9K - $17.3K
|
49.1K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.8K+ 13.63% |
$48K - $59.6K
|
15K
$500K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 11.37% |
$33.1K - $41.1K
|
12.2K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.9K+ 43.73% |
$797K - $990K
|
98.3K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-291- 3.21% |
$7.76K - $9.63K
|
8.77K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
295+ 2.26% |
$7.86K - $9.76K
|
13.3K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
15.5K+ 4.29% |
$412K - $512K
|
376K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370+ 0.35% |
$9.86K - $12.2K
|
105K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
523New |
$13.9K - $17.3K
|
523
$17.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.9K+ 14.47% |
$345K - $428K
|
102K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
709+ 2.81% |
$18.9K - $23.5K
|
26K
$864K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.39KNew |
$170K - $212K
|
6.39K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.36K+ 2.29% |
$62.8K - $77.9K
|
105K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.7K+ 29.04% |
$205K - $255K
|
34.2K
$1.14M
|