Latest Institutional Purchases of Schwab Fundamental Emerging Mk (FNDE)
This list provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
497KNew |
$14.3M - $16.9M
|
497K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
491KNew |
$14.2M - $16.7M
|
491K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
445KNew |
$12.9M - $15.1M
|
445K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
311K+ 245.46% |
$8.98M - $10.6M
|
438K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
309KNew |
$8.94M - $10.5M
|
309K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
271KNew |
$7.82M - $9.19M
|
271K
$8.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
186K+ 419.99% |
$5.36M - $6.3M
|
230K
$7.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
104KNew |
$3.02M - $3.54M
|
104K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
96.2K+ 44.63% |
$2.78M - $3.27M
|
312K
$9.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
76.6KNew |
$2.21M - $2.6M
|
76.6K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72K+ 29.05% |
$2.08M - $2.44M
|
320K
$9.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
66.4K+ 18.01% |
$1.92M - $2.26M
|
435K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65.7KNew |
$1.9M - $2.23M
|
65.7K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
60.3KNew |
$1.74M - $2.05M
|
60.3K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54K+ 197.82% |
$1.56M - $1.83M
|
81.4K
$2.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
52.5KNew |
$1.52M - $1.78M
|
52.5K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
42.8KNew |
$1.24M - $1.45M
|
42.8K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
42.3K+ 32.16% |
$1.22M - $1.44M
|
174K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41KNew |
$1.18M - $1.39M
|
41K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
40.2KNew |
$1.16M - $1.36M
|
40.2K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.1K+ 122.95% |
$1.1M - $1.29M
|
69.1K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.3K+ 19.84% |
$934K - $1.1M
|
195K
$6.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
31.9KNew |
$922K - $1.08M
|
31.9K
$996K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
31.8K+ 16.35% |
$920K - $1.08M
|
227K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
30.6K+ 9.6% |
$885K - $1.04M
|
350K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.5K+ 7.2% |
$852K - $1M
|
439K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28.8K+ 119.64% |
$832K - $978K
|
52.9K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$620K - $729K
|
21.5K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.6K+ 6.19% |
$596K - $701K
|
354K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
20.4KNew |
$589K - $692K
|
20.4K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
20.2K+ 3.26% |
$584K - $686K
|
640K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19.3K+ 206.39% |
$557K - $654K
|
28.6K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
19.2KNew |
$556K - $653K
|
19.2K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
18.6K+ 5802.81% |
$536K - $630K
|
18.9K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18.2K+ 69.29% |
$525K - $617K
|
44.4K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
16.2K+ 2.66% |
$469K - $551K
|
627K
$19.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
15.4KNew |
$443K - $521K
|
15.4K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14K+ 11.19% |
$405K - $475K
|
139K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.1K+ 4.83% |
$378K - $444K
|
284K
$8.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.5K+ 3.48% |
$333K - $392K
|
343K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4K+ 14.87% |
$328K - $386K
|
87.7K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2KNew |
$323K - $380K
|
11.2K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.1KNew |
$319K - $375K
|
11.1K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11KNew |
$319K - $375K
|
11K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11K+ 2.22% |
$318K - $374K
|
508K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.5K+ 0.55% |
$304K - $357K
|
1.92M
$60M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$301K - $353K
|
10.4K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.3K+ 3.02% |
$298K - $350K
|
352K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.3K+ 88.88% |
$298K - $350K
|
21.9K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 5.43% |
$297K - $349K
|
200K
$6.24M
|