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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.79K+ 14.59% |
$247K - $281K
|
69.1K
$2.3M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
8.74K+ 5.81% |
$246K - $280K
|
159K
$5.3M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.51KNew |
$239K - $272K
|
8.51K
$283K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.43K+ 1.66% |
$237K - $270K
|
516K
$17.2M
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.08K+ 1.86% |
$227K - $258K
|
443K
$14.7M
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
8.02KNew |
$225K - $257K
|
8.02K
$267K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.68KNew |
$216K - $246K
|
7.68K
$255K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.62K+ 22.19% |
$214K - $244K
|
42K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.33KNew |
$206K - $234K
|
7.33K
$244K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.17K+ 6.03% |
$201K - $229K
|
126K
$4.19M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.13K+ 0.53% |
$200K - $228K
|
1.34M
$44.6M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.7KNew |
$188K - $214K
|
6.7K
$223K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.68KNew |
$188K - $214K
|
6.68K
$222K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.6KNew |
$186K - $211K
|
6.6K
$220K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.57K+ 1.5% |
$185K - $210K
|
446K
$14.8M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.53KNew |
$184K - $209K
|
6.53K
$217K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6K+ 10.25% |
$169K - $192K
|
64.5K
$2.15M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.54K+ 469.01% |
$156K - $177K
|
6.72K
$224K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5.15K+ 17.99% |
$145K - $165K
|
33.8K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 8.38% |
$126K - $144K
|
58.1K
$1.93M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 5.3% |
$124K - $141K
|
87.4K
$2.91M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.3K+ 8.56% |
$121K - $138K
|
54.5K
$1.81M
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.27K+ 1.66% |
$120K - $137K
|
261K
$8.68M
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.05K+ 17.62% |
$114K - $130K
|
27K
$899K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.91K+ 51.56% |
$110K - $125K
|
11.5K
$382K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 23.65% |
$108K - $123K
|
20.1K
$669K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.68K+ 3.18% |
$104K - $118K
|
119K
$3.97M
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3.45K+ 1.49% |
$97K - $110K
|
235K
$7.8M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.4K+ 4.05% |
$95.5K - $109K
|
87.4K
$2.91M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 9.0% |
$93.9K - $107K
|
40.4K
$1.35M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 132.47% |
$93.6K - $107K
|
5.84K
$194K
|
|
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 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.09K+ 18.55% |
$86.8K - $98.8K
|
19.7K
$656K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.08K+ 35.32% |
$86.7K - $98.7K
|
11.8K
$393K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.05K+ 1.23% |
$85.8K - $97.7K
|
252K
$8.37M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.91K+ 35.68% |
$81.7K - $93K
|
11.1K
$368K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.89KNew |
$81.2K - $92.5K
|
2.89K
$96.1K
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.61K+ 5.99% |
$73.4K - $83.6K
|
46.2K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.19K+ 6.06% |
$61.6K - $70.2K
|
38.4K
$1.28M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.12K+ 0.83% |
$59.6K - $67.8K
|
257K
$8.56M
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.03K+ 9.03% |
$56.9K - $64.8K
|
24.4K
$813K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.97K+ 2.03% |
$55.4K - $63K
|
98.8K
$3.29M
|
|
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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.91KNew |
$53.8K - $61.2K
|
1.91K
$63.6K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.91K+ 53.44% |
$53.7K - $61.2K
|
5.49K
$183K
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 9.32% |
$51.9K - $59K
|
21.6K
$719K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 15.01% |
$48.9K - $55.7K
|
13.3K
$444K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.63K+ 1718.95% |
$45.9K - $52.3K
|
1.73K
$57.5K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.61KNew |
$45.4K - $51.6K
|
1.61K
$53.7K
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.61K+ 3.96% |
$45.3K - $51.6K
|
42.3K
$1.41M
|