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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
59.1KNew |
$1.58M - $1.96M
|
59.1K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
54.5K+ 20.47% |
$1.45M - $1.8M
|
321K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
44.6KNew |
$1.19M - $1.48M
|
44.6K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.8KNew |
$980K - $1.22M
|
36.8K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
33.6K+ 682.98% |
$896K - $1.11M
|
38.5K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30.8K+ 240.94% |
$821K - $1.02M
|
43.6K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.9K+ 43.73% |
$797K - $990K
|
98.3K
$3.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
20.4K+ 5.09% |
$543K - $673K
|
420K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
19.3KNew |
$514K - $638K
|
19.3K
$641K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
15.5K+ 4.29% |
$412K - $512K
|
376K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.9K+ 14.47% |
$345K - $428K
|
102K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
10K+ 3.37% |
$267K - $332K
|
308K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.31KNew |
$248K - $308K
|
9.31K
$310K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.7K+ 29.04% |
$205K - $255K
|
34.2K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.94K+ 58.0% |
$185K - $230K
|
18.9K
$629K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.39KNew |
$170K - $212K
|
6.39K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.39KNew |
$170K - $211K
|
6.39K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.35KNew |
$169K - $210K
|
6.35K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.9K+ 11.26% |
$157K - $195K
|
58.2K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.19K+ 1.47% |
$138K - $172K
|
358K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.01K+ 30.93% |
$107K - $133K
|
17K
$564K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.96K+ 324.43% |
$106K - $131K
|
5.18K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.02K+ 2.55% |
$80.6K - $100K
|
122K
$4.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.01K+ 50.33% |
$80.2K - $99.5K
|
8.98K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
2.47K+ 3.41% |
$65.8K - $81.6K
|
74.8K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.36K+ 2.29% |
$62.8K - $77.9K
|
105K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.8K+ 13.63% |
$48K - $59.6K
|
15K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.72KNew |
$45.9K - $56.9K
|
1.72K
$57.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.42KNew |
$37.9K - $47.1K
|
1.42K
$47.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 11.37% |
$33.1K - $41.1K
|
12.2K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.24K+ 11.58% |
$32.9K - $40.9K
|
11.9K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
916+ 7.02% |
$24.4K - $30.3K
|
14K
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
709+ 2.81% |
$18.9K - $23.5K
|
26K
$864K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
591+ 0.16% |
$15.8K - $19.6K
|
366K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
523New |
$13.9K - $17.3K
|
523
$17.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370+ 0.35% |
$9.86K - $12.2K
|
105K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
364+ 0.47% |
$9.7K - $12K
|
78.6K
$2.61M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
315+ 0.46% |
$8.4K - $10.4K
|
68.5K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
295+ 2.26% |
$7.86K - $9.76K
|
13.3K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
140+ 0.59% |
$3.73K - $4.63K
|
23.9K
$795K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
139New |
$3.71K - $4.6K
|
139
$4.62K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
133New |
$3.55K - $4.4K
|
133
$4.42K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
106+ 0.64% |
$2.83K - $3.51K
|
16.6K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 0.63% |
$2.08K - $2.58K
|
12.4K
$411K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
48New |
$1.28K - $1.59K
|
48
$1.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 22.86% |
$1.07K - $1.32K
|
215
$7.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$507 - $629
|
19
$632
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.44% |
$427 - $529
|
3.63K
$121K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 0.04% |
$320 - $397
|
27.8K
$925K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|