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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23New |
$664 - $781
|
23
$765
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 3.14% |
$53.4K - $62.8K
|
60.7K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-68- 0.33% |
$1.96K - $2.31K
|
20.8K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
654+ 3.96% |
$18.9K - $22.2K
|
17.2K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 3.74% |
$10.9K - $12.8K
|
10.4K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
388New |
$11.2K - $13.2K
|
388
$12.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 9.41% |
$51.5K - $60.5K
|
17.2K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.91K+ 1.79% |
$142K - $167K
|
279K
$9.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
137+ 3.96% |
$3.96K - $4.65K
|
3.6K
$120K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
122+ 0.67% |
$3.52K - $4.14K
|
18.5K
$614K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
150New |
$4.33K - $5.09K
|
150
$4.99K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-856- 5.89% |
$24.7K - $29.1K
|
13.7K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$620K - $729K
|
21.5K
$714K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
113New |
$3.26K - $3.84K
|
113
$3.76K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19.5K- 43.73% |
$564K - $663K
|
25.1K
$835K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.26K- 93.55% |
$35.3K - $41.2K
|
87
$2.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-571- 88.12% |
$16K - $18.7K
|
77
$2.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.73KNew |
$189K - $220K
|
6.73K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 48.72% |
$720K - $839K
|
27K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.45K+ 73.91% |
$209K - $243K
|
17.5K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-431- 10.67% |
$12.1K - $14.1K
|
3.61K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.5KNew |
$658K - $768K
|
23.5K
$782K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
180New |
$5.04K - $5.88K
|
180
$5.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139New |
$3.89K - $4.54K
|
139
$4.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$323K - $377K
|
11.5K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
350+ 0.22% |
$9.81K - $11.4K
|
157K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
780New |
$21.9K - $25.5K
|
780
$25.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-73- 3.2% |
$2.05K - $2.39K
|
2.21K
$73.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 0.19% |
$33.8K - $39.4K
|
625K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
396New |
$11.1K - $12.9K
|
396
$13.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 23.27% |
$55.1K - $64.2K
|
6.48K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-621- 4.66% |
$17.4K - $20.3K
|
12.7K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
164New |
$4.6K - $5.36K
|
164
$5.45K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-166- 0.34% |
$4.65K - $5.42K
|
48.3K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$78.5K - $91.5K
|
2.8K
$93.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
152+ 2.01% |
$4.26K - $4.97K
|
7.71K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
877New |
$24.6K - $28.7K
|
877
$29.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
103New |
$2.89K - $3.37K
|
103
$3.43K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.79% |
$28 - $32.7
|
128
$4.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.05K- 0.93% |
$113K - $132K
|
430K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-148K- 66.27% |
$4.15M - $4.84M
|
75.4K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$5.18K - $6.05K
|
185
$6.15K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-110- 16.98% |
$3.08K - $3.59K
|
538
$17.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-672- 4.9% |
$18.8K - $22K
|
13K
$434K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
194New |
$5.44K - $6.34K
|
194
$6.45K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.06KNew |
$57.6K - $67.2K
|
2.06K
$68.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$22.4K - $26.1K
|
800
$26.6K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.74% |
$140 - $163
|
678
$22.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.45KNew |
$181K - $211K
|
6.45K
$215K
|
|