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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.6K+ 8.3% |
$44.9K - $51.1K
|
20.8K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42KNew |
$40K - $45.5K
|
1.42K
$47.3K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.36K+ 2125.0% |
$38.2K - $43.5K
|
1.42K
$47.4K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.29K+ 2.98% |
$36.2K - $41.2K
|
44.5K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 2.43% |
$35K - $39.8K
|
52.5K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07K+ 5.68% |
$30.1K - $34.3K
|
20K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
886+ 0.57% |
$24.9K - $28.4K
|
158K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
670+ 6.06% |
$18.8K - $21.4K
|
11.7K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
617+ 3.03% |
$17.3K - $19.7K
|
21K
$697K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
537New |
$15.1K - $17.2K
|
537
$17.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
510+ 7.1% |
$14.3K - $16.3K
|
7.69K
$256K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
465+ 17.43% |
$13.1K - $14.9K
|
3.13K
$104K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
459New |
$12.9K - $14.7K
|
459
$15.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
386+ 2144.44% |
$10.9K - $12.4K
|
404
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
372+ 279.7% |
$10.5K - $11.9K
|
505
$16.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
371+ 3.07% |
$10.4K - $11.9K
|
12.4K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
367New |
$10.3K - $11.7K
|
367
$12.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
366+ 1016.67% |
$10.3K - $11.7K
|
402
$13.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
334New |
$9.39K - $10.7K
|
334
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
309+ 351.14% |
$8.69K - $9.89K
|
397
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 130.57% |
$8.4K - $9.57K
|
528
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276New |
$7.76K - $8.83K
|
276
$9.18K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
255+ 6.45% |
$7.17K - $8.16K
|
4.21K
$140K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
241+ 7.67% |
$6.77K - $7.71K
|
3.38K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
236New |
$6.63K - $7.55K
|
236
$7.85K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
236+ 20.61% |
$6.63K - $7.55K
|
1.38K
$45.9K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
189New |
$5.31K - $6.05K
|
189
$6.29K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
159New |
$4.47K - $5.09K
|
159
$5.29K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
147+ 0.95% |
$4.13K - $4.7K
|
15.6K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
135New |
$3.79K - $4.32K
|
135
$4.49K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
130New |
$3.65K - $4.16K
|
130
$4.32K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
115+ 95.04% |
$3.23K - $3.68K
|
236
$7.85K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
110+ 9.05% |
$3.09K - $3.52K
|
1.33K
$44.1K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103New |
$2.9K - $3.3K
|
103
$3.43K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99+ 0.89% |
$2.78K - $3.17K
|
11.3K
$375K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$2.75K - $3.14K
|
98
$3.26K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
91+ 0.03% |
$2.56K - $2.91K
|
271K
$9M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
78+ 62.4% |
$2.19K - $2.5K
|
203
$6.75K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
77+ 0.81% |
$2.16K - $2.46K
|
9.64K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
75+ 3.16% |
$2.11K - $2.4K
|
2.45K
$81.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$1.91K - $2.18K
|
68
$2.26K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
60+ 0.76% |
$1.69K - $1.92K
|
7.95K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$1.46K - $1.66K
|
52
$1.73K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43New |
$1.21K - $1.38K
|
43
$1.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.04K - $1.18K
|
37
$1.23K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
35New |
$984 - $1.12K
|
35
$1.16K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33New |
$928 - $1.06K
|
33
$1.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29+ 0.26% |
$815 - $928
|
11.1K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 2.27% |
$759 - $864
|
1.22K
$40.4K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
25+ 0.17% |
$703 - $800
|
15K
$498K
|