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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
8.74K+ 5.81% |
$246K - $280K
|
159K
$5.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 1.51% |
$675 - $768
|
1.56K
$52K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 9.32% |
$51.9K - $59K
|
21.6K
$719K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 48.84% |
$590 - $672
|
22
$732
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.9K+ 35.73% |
$446K - $508K
|
60.3K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
153KNew |
$4.29M - $4.89M
|
153K
$5.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-159- 50.0% |
$4.47K - $5.09K
|
159
$5.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.08K+ 1.86% |
$227K - $258K
|
443K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-278- 23.13% |
$7.81K - $8.9K
|
924
$30.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-238- 17.85% |
$6.69K - $7.62K
|
1.1K
$36.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 23.65% |
$108K - $123K
|
20.1K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 50.12% |
$745K - $848K
|
26.4K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$1.91K - $2.18K
|
68
$2.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 5.76% |
$594K - $676K
|
388K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.05K+ 17.62% |
$114K - $130K
|
27K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
34.3K+ 11.01% |
$965K - $1.1M
|
346K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.53KNew |
$184K - $209K
|
6.53K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
371+ 3.07% |
$10.4K - $11.9K
|
12.4K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.32% |
$225 - $256
|
2.53K
$84.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.69K- 2.57% |
$47.6K - $54.1K
|
64K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.6K+ 8.3% |
$44.9K - $51.1K
|
20.8K
$693K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
386+ 2144.44% |
$10.9K - $12.4K
|
404
$13.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11K- 1.66% |
$310K - $353K
|
655K
$21.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.4K+ 4.05% |
$95.5K - $109K
|
87.4K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-205- 1.65% |
$5.76K - $6.56K
|
12.2K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25K- 9.15% |
$702K - $799K
|
248K
$8.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29+ 0.26% |
$815 - $928
|
11.1K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 1.37% |
$225 - $256
|
590
$19.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.89KNew |
$81.2K - $92.5K
|
2.89K
$96.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.12K+ 0.83% |
$59.6K - $67.8K
|
257K
$8.56M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-45- 0.61% |
$1.26K - $1.44K
|
7.39K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.11K- 14.51% |
$31.3K - $35.6K
|
6.56K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33New |
$928 - $1.06K
|
33
$1.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 8.16% |
$112 - $128
|
53
$1.76K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43New |
$1.21K - $1.38K
|
43
$1.43K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 5.68% |
$399K - $454K
|
236K
$7.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-101- 1.01% |
$2.84K - $3.23K
|
9.9K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
11.6K+ 46.14% |
$326K - $371K
|
36.7K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
334New |
$9.39K - $10.7K
|
334
$11.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.09K+ 5.04% |
$86.8K - $98.8K
|
64.3K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.7KNew |
$188K - $214K
|
6.7K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
670+ 6.06% |
$18.8K - $21.4K
|
11.7K
$390K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.61K+ 3.96% |
$45.3K - $51.6K
|
42.3K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.83K- 9.19% |
$136K - $154K
|
47.7K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40.2K- 99.98% |
$1.13M - $1.29M
|
10
$333
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.95KNew |
$54.7K - $62.2K
|
1.95K
$64.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-54K- 50.18% |
$1.52M - $1.73M
|
53.6K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-130- 0.29% |
$3.65K - $4.16K
|
45.4K
$1.51M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10.7KNew |
$301K - $342K
|
10.7K
$356K
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
186K+ 419.99% |
$5.36M - $6.3M
|
230K
$7.65M
|
|