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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
251K+ 38.56% |
$7.04M - $8.02M
|
900K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
223KNew |
$6.27M - $7.14M
|
223K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 10.27% |
$6.13M - $6.98M
|
2.34M
$77.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 19.64% |
$5.64M - $6.42M
|
1.22M
$40.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
153KNew |
$4.29M - $4.89M
|
153K
$5.08M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
148KNew |
$4.17M - $4.75M
|
148K
$4.93M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
132KNew |
$3.72M - $4.24M
|
132K
$4.41M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
126KNew |
$3.55M - $4.04M
|
126K
$4.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113K+ 25.39% |
$3.19M - $3.63M
|
560K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.3K+ 5.12% |
$2.76M - $3.15M
|
2.02M
$67.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69.7KNew |
$1.96M - $2.23M
|
69.7K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
65.5KNew |
$1.84M - $2.1M
|
65.5K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
64.2K+ 11.44% |
$1.8M - $2.05M
|
625K
$20.8M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
63.5K+ 18.16% |
$1.78M - $2.03M
|
413K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
58.2K+ 71.52% |
$1.64M - $1.86M
|
140K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57.1KNew |
$1.61M - $1.83M
|
57.1K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.5K+ 11.38% |
$1.59M - $1.81M
|
553K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56K+ 57.42% |
$1.57M - $1.79M
|
153K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52.3K+ 459.99% |
$1.47M - $1.67M
|
63.6K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
44.5K+ 14.17% |
$1.25M - $1.42M
|
358K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
42.5K+ 22023.32% |
$1.19M - $1.36M
|
42.7K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
37.6KNew |
$1.06M - $1.2M
|
37.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.6K+ 89.33% |
$1.03M - $1.17M
|
77.6K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
34.3K+ 11.01% |
$965K - $1.1M
|
346K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.4KNew |
$854K - $972K
|
30.4K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27K+ 34.83% |
$759K - $864K
|
105K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.8K+ 13.52% |
$753K - $857K
|
225K
$7.48M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$730K - $831K
|
26K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 11.37% |
$638K - $727K
|
223K
$7.4M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
21.2K+ 12.16% |
$595K - $677K
|
195K
$6.49M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
21.1KNew |
$594K - $676K
|
21.1K
$703K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 5.76% |
$594K - $676K
|
388K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.8KNew |
$555K - $632K
|
19.8K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19K+ 3.34% |
$535K - $609K
|
589K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 19.04% |
$513K - $584K
|
114K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16.7KNew |
$469K - $534K
|
16.7K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1KNew |
$452K - $514K
|
16.1K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.9K+ 35.73% |
$446K - $508K
|
60.3K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 9.88% |
$386K - $440K
|
153K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.6KNew |
$383K - $436K
|
13.6K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
12.9K+ 11.12% |
$363K - $413K
|
129K
$4.29M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 6.03% |
$332K - $378K
|
208K
$6.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
11.6K+ 46.14% |
$326K - $371K
|
36.7K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 8.95% |
$321K - $365K
|
139K
$4.62M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 132.34% |
$312K - $356K
|
19.5K
$649K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10.7KNew |
$301K - $342K
|
10.7K
$356K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.4KNew |
$291K - $331K
|
10.4K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
10KNew |
$281K - $320K
|
10K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.79KNew |
$275K - $313K
|
9.79K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.64KNew |
$271K - $308K
|
9.64K
$321K
|