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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.13K- 5.98% |
$116K - $132K
|
65K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-86- 0.24% |
$2.42K - $2.75K
|
36.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.62K+ 22.19% |
$214K - $244K
|
42K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
223KNew |
$6.27M - $7.14M
|
223K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.64KNew |
$271K - $308K
|
9.64K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
37.6KNew |
$1.06M - $1.2M
|
37.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-24- 5.16% |
$675 - $768
|
441
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.36K- 12.28% |
$66.2K - $75.4K
|
16.8K
$560K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-826K- 33.33% |
$23.2M - $26.4M
|
1.65M
$55M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57.1KNew |
$1.61M - $1.83M
|
57.1K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.6KNew |
$383K - $436K
|
13.6K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 15.01% |
$48.9K - $55.7K
|
13.3K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.33KNew |
$206K - $234K
|
7.33K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 6.59% |
$4.39K - $4.99K
|
2.21K
$73.5K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
236+ 20.61% |
$6.63K - $7.55K
|
1.38K
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 1.0% |
$281 - $320
|
995
$33.1K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.21K- 60.48% |
$33.9K - $38.6K
|
788
$26.2K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-8.22K- 11.73% |
$231K - $263K
|
61.8K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.54K+ 469.01% |
$156K - $177K
|
6.72K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.91K+ 35.68% |
$81.7K - $93K
|
11.1K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 11.37% |
$638K - $727K
|
223K
$7.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5.15K+ 17.99% |
$145K - $165K
|
33.8K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
91+ 0.03% |
$2.56K - $2.91K
|
271K
$9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99+ 0.89% |
$2.78K - $3.17K
|
11.3K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-667- 1.07% |
$18.7K - $21.3K
|
61.6K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-350K- 71.2% |
$9.82M - $11.2M
|
141K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
58.2K+ 71.52% |
$1.64M - $1.86M
|
140K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-131- 1.28% |
$3.68K - $4.19K
|
10.1K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 72.7% |
$1.56M - $1.78M
|
20.9K
$695K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56K+ 57.42% |
$1.57M - $1.79M
|
153K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
60+ 0.76% |
$1.69K - $1.92K
|
7.95K
$264K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
465+ 17.43% |
$13.1K - $14.9K
|
3.13K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103New |
$2.9K - $3.3K
|
103
$3.43K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.28K- 26.71% |
$64K - $72.8K
|
6.24K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42KNew |
$40K - $45.5K
|
1.42K
$47.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63.5K- 94.81% |
$1.79M - $2.03M
|
3.48K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.19K+ 6.06% |
$61.6K - $70.2K
|
38.4K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 130.57% |
$8.4K - $9.57K
|
528
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.01K- 7.31% |
$28.4K - $32.4K
|
12.8K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
367New |
$10.3K - $11.7K
|
367
$12.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 2.27% |
$759 - $864
|
1.22K
$40.4K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.03K+ 9.03% |
$56.9K - $64.8K
|
24.4K
$813K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
110+ 9.05% |
$3.09K - $3.52K
|
1.33K
$44.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 8.38% |
$126K - $144K
|
58.1K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.79KNew |
$275K - $313K
|
9.79K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.07% |
$169 - $192
|
8.27K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 2.66% |
$479K - $546K
|
623K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.5K+ 11.38% |
$1.59M - $1.81M
|
553K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-325- 0.36% |
$9.14K - $10.4K
|
89.1K
$2.96M
|