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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.81K+ 36.31% |
$93K - $102K
|
10.5K
$394K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.77KNew |
$91.9K - $101K
|
2.77K
$104K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.64KNew |
$87.6K - $96K
|
2.64K
$99K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.55K+ 9.67% |
$84.3K - $92.4K
|
28.9K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 57.07% |
$80.9K - $88.7K
|
6.72K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.44K+ 2.67% |
$80.8K - $88.5K
|
93.7K
$3.51M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$74.9K - $82.1K
|
2.26K
$84.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.08K+ 1.59% |
$68.7K - $75.3K
|
132K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.04K+ 0.34% |
$67.6K - $74.1K
|
605K
$22.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$63.2K - $69.2K
|
1.91K
$71.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.87K+ 1.83% |
$62.1K - $68K
|
104K
$3.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.82K+ 0.51% |
$60.3K - $66.1K
|
360K
$13.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.63K+ 1718.95% |
$54.1K - $59.3K
|
1.73K
$64.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.46K+ 8.77% |
$48.2K - $52.8K
|
18.1K
$676K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.38KNew |
$45.8K - $50.2K
|
1.38K
$51.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.38K+ 1842.67% |
$45.8K - $50.2K
|
1.46K
$54.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 1.88% |
$43.4K - $47.6K
|
71.1K
$2.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.3K+ 2.92% |
$43.1K - $47.3K
|
45.9K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.27KNew |
$41.9K - $45.9K
|
1.27K
$47.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.26K+ 95.03% |
$41.8K - $45.9K
|
2.59K
$97K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.22KNew |
$40.4K - $44.2K
|
1.22K
$45.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 68.52% |
$40K - $43.9K
|
2.97K
$111K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.19K+ 1.13% |
$39.4K - $43.2K
|
106K
$3.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.19K+ 8.52% |
$39.4K - $43.2K
|
15.1K
$567K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07KNew |
$35.3K - $38.7K
|
1.07K
$39.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 1.46% |
$35.2K - $38.6K
|
74K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 9.49% |
$34.4K - $37.7K
|
12K
$448K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
986New |
$32.7K - $35.8K
|
986
$36.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
930+ 2.96% |
$30.8K - $33.8K
|
32.4K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
808New |
$26.8K - $29.3K
|
808
$30.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
771+ 1.57% |
$25.5K - $28K
|
49.8K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
739+ 2.99% |
$24.5K - $26.8K
|
25.4K
$951K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
722+ 1.73% |
$23.9K - $26.2K
|
42.5K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
712+ 217.07% |
$23.6K - $25.9K
|
1.04K
$38.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
710+ 5.83% |
$23.5K - $25.8K
|
12.9K
$482K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
640+ 1.87% |
$21.2K - $23.2K
|
34.8K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
610+ 4.94% |
$20.2K - $22.1K
|
12.9K
$485K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
557+ 6.95% |
$18.5K - $20.2K
|
8.58K
$321K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
540New |
$17.9K - $19.6K
|
540
$20.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
426+ 8.41% |
$14.1K - $15.5K
|
5.49K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
361+ 2.32% |
$12K - $13.1K
|
15.9K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 4.96% |
$11.6K - $12.7K
|
7.42K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
344+ 1.44% |
$11.4K - $12.5K
|
24.3K
$908K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
330+ 2.37% |
$10.9K - $12K
|
14.3K
$533K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
324New |
$10.7K - $11.8K
|
324
$12.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
309+ 4.26% |
$10.2K - $11.2K
|
7.57K
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
298+ 14.62% |
$9.87K - $10.8K
|
2.34K
$87.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
273+ 0.08% |
$9.04K - $9.91K
|
325K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
263+ 0.95% |
$8.71K - $9.55K
|
28.1K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
254New |
$8.42K - $9.22K
|
254
$9.51K
|
|