Purchases and Sales Made in Q1 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
512K+ 129.5% |
$14.4M - $16.4M
|
907K
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
251K+ 38.56% |
$7.04M - $8.02M
|
900K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
243KNew |
$6.83M - $7.77M
|
243K
$8.26M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
223KNew |
$6.27M - $7.14M
|
223K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 10.27% |
$6.13M - $6.98M
|
2.34M
$79.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 19.64% |
$5.64M - $6.42M
|
1.22M
$41.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
154KNew |
$4.32M - $4.91M
|
154K
$5.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
153KNew |
$4.29M - $4.89M
|
153K
$5.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
148KNew |
$4.17M - $4.75M
|
148K
$5.05M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
132KNew |
$3.72M - $4.24M
|
132K
$4.51M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
126KNew |
$3.55M - $4.04M
|
126K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113K+ 25.39% |
$3.19M - $3.63M
|
560K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
103KNew |
$2.89M - $3.29M
|
103K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.3K+ 5.12% |
$2.76M - $3.15M
|
2.02M
$68.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69.7KNew |
$1.96M - $2.23M
|
69.7K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
68.4KNew |
$1.92M - $2.19M
|
68.4K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
66.1K+ 19.84% |
$1.86M - $2.12M
|
400K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
65.5KNew |
$1.84M - $2.1M
|
65.5K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
64.2K+ 11.44% |
$1.8M - $2.05M
|
625K
$21.3M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
63.5K+ 18.16% |
$1.78M - $2.03M
|
413K
$14.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 372.21% |
$1.71M - $1.94M
|
77K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
58.2K+ 71.52% |
$1.64M - $1.86M
|
140K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57.1KNew |
$1.61M - $1.83M
|
57.1K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.5K+ 11.38% |
$1.59M - $1.81M
|
553K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56K+ 57.42% |
$1.57M - $1.79M
|
153K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52.3K+ 459.99% |
$1.47M - $1.67M
|
63.6K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
44.5K+ 14.17% |
$1.25M - $1.42M
|
358K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
43.2KNew |
$1.22M - $1.38M
|
43.2K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
42.5K+ 22023.32% |
$1.19M - $1.36M
|
42.7K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
37.6KNew |
$1.06M - $1.2M
|
37.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.6K+ 89.33% |
$1.03M - $1.17M
|
77.6K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
34.3K+ 11.01% |
$965K - $1.1M
|
346K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
32.1K+ 9.79% |
$904K - $1.03M
|
360K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.4KNew |
$854K - $972K
|
30.4K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27K+ 34.83% |
$759K - $864K
|
105K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.8K+ 13.52% |
$753K - $857K
|
225K
$7.65M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$730K - $831K
|
26K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 11.37% |
$638K - $727K
|
223K
$7.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
22.2K+ 6.46% |
$623K - $709K
|
365K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
21.2K+ 12.16% |
$595K - $677K
|
195K
$6.64M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
21.1KNew |
$594K - $676K
|
21.1K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 5.76% |
$594K - $676K
|
388K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.9K+ 3127.04% |
$559K - $636K
|
20.5K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.8KNew |
$555K - $632K
|
19.8K
$672K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19K+ 3.34% |
$535K - $609K
|
589K
$20M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 19.04% |
$513K - $584K
|
114K
$3.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.3K+ 186.73% |
$485K - $552K
|
26.5K
$902K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16.7KNew |
$469K - $534K
|
16.7K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1KNew |
$452K - $514K
|
16.1K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.9K+ 35.73% |
$446K - $508K
|
60.3K
$2.05M
|