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 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
65.5KNew |
$1.84M - $2.1M
|
65.5K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-13.6K- 1.0% |
$383K - $436K
|
1.35M
$44.9M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.11K- 3.41% |
$31.1K - $35.4K
|
31.3K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.04K- 10.0% |
$57.3K - $65.2K
|
18.3K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
132KNew |
$3.72M - $4.24M
|
132K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.6K- 39.74% |
$887K - $1.01M
|
47.8K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
159New |
$4.47K - $5.09K
|
159
$5.29K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 132.34% |
$312K - $356K
|
19.5K
$649K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
537New |
$15.1K - $17.2K
|
537
$17.9K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
617+ 3.03% |
$17.3K - $19.7K
|
21K
$697K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
189New |
$5.31K - $6.05K
|
189
$6.29K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.91K+ 51.56% |
$110K - $125K
|
11.5K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.66K- 34.05% |
$131K - $149K
|
9.03K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-471K- 12.78% |
$13.2M - $15.1M
|
3.21M
$107M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.97K+ 2.03% |
$55.4K - $63K
|
98.8K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.79K+ 14.59% |
$247K - $281K
|
69.1K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
10KNew |
$281K - $320K
|
10K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
78+ 62.4% |
$2.19K - $2.5K
|
203
$6.75K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
115+ 95.04% |
$3.23K - $3.68K
|
236
$7.85K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$730K - $831K
|
26K
$863K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.95K- 14.6% |
$54.7K - $62.2K
|
11.4K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23.9K- 10.13% |
$671K - $764K
|
212K
$7.04M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
309+ 351.14% |
$8.69K - $9.89K
|
397
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-94.5K- 5.1% |
$2.66M - $3.03M
|
1.76M
$58.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.8K- 3.01% |
$107K - $122K
|
122K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.91K- 9.94% |
$53.8K - $61.2K
|
17.3K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$1.46K - $1.66K
|
52
$1.73K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1KNew |
$452K - $514K
|
16.1K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6K+ 10.25% |
$169K - $192K
|
64.5K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 53.85% |
$197 - $224
|
6
$200
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.6KNew |
$186K - $211K
|
6.6K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.08K+ 35.32% |
$86.7K - $98.7K
|
11.8K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 9.0% |
$93.9K - $107K
|
40.4K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.04K - $1.18K
|
37
$1.23K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 8.95% |
$321K - $365K
|
139K
$4.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 0.55% |
$450 - $512
|
2.89K
$96.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
8.02KNew |
$225K - $257K
|
8.02K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 19.64% |
$5.64M - $6.42M
|
1.22M
$40.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-7.98K- 2.44% |
$224K - $255K
|
319K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.61KNew |
$45.4K - $51.6K
|
1.61K
$53.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
64.2K+ 11.44% |
$1.8M - $2.05M
|
625K
$20.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69.7KNew |
$1.96M - $2.23M
|
69.7K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$2.75K - $3.14K
|
98
$3.26K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.91KNew |
$53.8K - $61.2K
|
1.91K
$63.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.27K+ 1.66% |
$120K - $137K
|
261K
$8.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113K+ 25.39% |
$3.19M - $3.63M
|
560K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.68KNew |
$188K - $214K
|
6.68K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
510+ 7.1% |
$14.3K - $16.3K
|
7.69K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 1.75% |
$422 - $480
|
841
$28K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.09K+ 18.55% |
$86.8K - $98.8K
|
19.7K
$656K
|