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 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
21.2K+ 12.16% |
$595K - $677K
|
195K
$6.49M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.8K+ 13.52% |
$753K - $857K
|
225K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-421- 1.24% |
$11.8K - $13.5K
|
33.4K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.68KNew |
$216K - $246K
|
7.68K
$255K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
251K+ 38.56% |
$7.04M - $8.02M
|
900K
$29.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.63K+ 1718.95% |
$45.9K - $52.3K
|
1.73K
$57.5K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-8- 2.72% |
$225 - $256
|
286
$9.51K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.51KNew |
$239K - $272K
|
8.51K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-6.13K- 27.97% |
$172K - $196K
|
15.8K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.05K+ 1.23% |
$85.8K - $97.7K
|
252K
$8.37M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 2.43% |
$35K - $39.8K
|
52.5K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16.7KNew |
$469K - $534K
|
16.7K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.36K+ 2125.0% |
$38.2K - $43.5K
|
1.42K
$47.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
366+ 1016.67% |
$10.3K - $11.7K
|
402
$13.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.91K- 86.92% |
$138K - $157K
|
738
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.57K+ 1.5% |
$185K - $210K
|
446K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.96K- 65.48% |
$280K - $319K
|
5.25K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-214- 0.47% |
$6.02K - $6.85K
|
45.3K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.61K+ 5.99% |
$73.4K - $83.6K
|
46.2K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.42K- 18.25% |
$39.9K - $45.5K
|
6.37K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.54K- 2.48% |
$212K - $241K
|
296K
$9.85M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
135New |
$3.79K - $4.32K
|
135
$4.49K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-188K- 82.88% |
$5.28M - $6.01M
|
38.8K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.78M- 1.44% |
$50.1M - $57M
|
122M
$4.05B
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
63.5K+ 18.16% |
$1.78M - $2.03M
|
413K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 39.23% |
$352K - $401K
|
19.4K
$645K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
241+ 7.67% |
$6.77K - $7.71K
|
3.38K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.4KNew |
$854K - $972K
|
30.4K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-33.6K- 15.26% |
$945K - $1.08M
|
187K
$6.21M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-636- 2.12% |
$17.9K - $20.4K
|
29.3K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
130New |
$3.65K - $4.16K
|
130
$4.32K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.13K+ 0.53% |
$200K - $228K
|
1.34M
$44.6M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.17K+ 6.03% |
$201K - $229K
|
126K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.43K+ 1.66% |
$237K - $270K
|
516K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 132.47% |
$93.6K - $107K
|
5.84K
$194K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 6.03% |
$332K - $378K
|
208K
$6.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 19.51% |
$45K - $51.2K
|
6.6K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
12.9K+ 11.12% |
$363K - $413K
|
129K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.9K- 14.34% |
$1.29M - $1.47M
|
274K
$9.11M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-2.45K- 1.29% |
$68.9K - $78.4K
|
187K
$6.23M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3.45K+ 1.49% |
$97K - $110K
|
235K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-152K- 24.2% |
$4.26M - $4.85M
|
475K
$15.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
459New |
$12.9K - $14.7K
|
459
$15.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07K+ 5.68% |
$30.1K - $34.3K
|
20K
$664K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
25+ 0.17% |
$703 - $800
|
15K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 19.9% |
$60.7K - $69.1K
|
8.69K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-552- 15.51% |
$15.5K - $17.7K
|
3.01K
$100K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 19.04% |
$513K - $584K
|
114K
$3.79M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
126KNew |
$3.55M - $4.04M
|
126K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19K+ 3.34% |
$535K - $609K
|
589K
$19.6M
|