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 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
140+ 0.59% |
$3.73K - $4.63K
|
23.9K
$795K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.9K+ 11.26% |
$157K - $195K
|
58.2K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.8KNew |
$980K - $1.22M
|
36.8K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.44% |
$427 - $529
|
3.63K
$121K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30.8K+ 240.94% |
$821K - $1.02M
|
43.6K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 84.42% |
$10.4K - $12.9K
|
72
$2.39K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.01K+ 50.33% |
$80.2K - $99.5K
|
8.98K
$299K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-34- 2.54% |
$906 - $1.13K
|
1.31K
$43.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-714- 7.18% |
$19K - $23.6K
|
9.23K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
33.6K+ 682.98% |
$896K - $1.11M
|
38.5K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.24K+ 11.58% |
$32.9K - $40.9K
|
11.9K
$396K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
315+ 0.46% |
$8.4K - $10.4K
|
68.5K
$2.28M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
21.1KNew |
$594K - $676K
|
21.1K
$703K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-256- 69.75% |
$7.2K - $8.19K
|
111
$3.69K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.29K+ 2.98% |
$36.2K - $41.2K
|
44.5K
$1.48M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-48.9K- 63.46% |
$1.37M - $1.56M
|
28.1K
$936K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.4KNew |
$291K - $331K
|
10.4K
$344K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
77+ 0.81% |
$2.16K - $2.46K
|
9.64K
$321K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
148KNew |
$4.17M - $4.75M
|
148K
$4.93M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
35New |
$984 - $1.12K
|
35
$1.16K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13New |
$365 - $416
|
13
$432
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-65- 0.23% |
$1.83K - $2.08K
|
28.6K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.8KNew |
$555K - $632K
|
19.8K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-160- 1.62% |
$4.5K - $5.12K
|
9.7K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-592- 7.19% |
$16.6K - $18.9K
|
7.65K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.6K+ 89.33% |
$1.03M - $1.17M
|
77.6K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
147+ 0.95% |
$4.13K - $4.7K
|
15.6K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.68K+ 3.18% |
$104K - $118K
|
119K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 10.27% |
$6.13M - $6.98M
|
2.34M
$77.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.3K+ 5.12% |
$2.76M - $3.15M
|
2.02M
$67.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 5.3% |
$124K - $141K
|
87.4K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
255+ 6.45% |
$7.17K - $8.16K
|
4.21K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 7.93% |
$353K - $401K
|
146K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-118- 0.77% |
$3.32K - $3.78K
|
15.2K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52.3K+ 459.99% |
$1.47M - $1.67M
|
63.6K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-424K- 95.25% |
$11.9M - $13.6M
|
21.1K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
44.5K+ 14.17% |
$1.25M - $1.42M
|
358K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
75+ 3.16% |
$2.11K - $2.4K
|
2.45K
$81.3K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276New |
$7.76K - $8.83K
|
276
$9.18K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
886+ 0.57% |
$24.9K - $28.4K
|
158K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.91K+ 53.44% |
$53.7K - $61.2K
|
5.49K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
236New |
$6.63K - $7.55K
|
236
$7.85K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.18K- 1.41% |
$89.5K - $102K
|
222K
$7.39M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-162- 4.71% |
$4.55K - $5.18K
|
3.28K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.3K+ 8.56% |
$121K - $138K
|
54.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 9.88% |
$386K - $440K
|
153K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-540- 0.79% |
$15.2K - $17.3K
|
67.5K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
372+ 279.7% |
$10.5K - $11.9K
|
505
$16.8K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
42.5K+ 22023.32% |
$1.19M - $1.36M
|
42.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27K+ 34.83% |
$759K - $864K
|
105K
$3.48M
|
|