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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 9.88% |
$386K - $440K
|
153K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.6KNew |
$383K - $436K
|
13.6K
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.3K+ 4.68% |
$374K - $426K
|
298K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
12.9K+ 11.12% |
$363K - $413K
|
129K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.8KNew |
$359K - $409K
|
12.8K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 6.03% |
$332K - $378K
|
208K
$7.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
11.6K+ 46.14% |
$326K - $371K
|
36.7K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 8.95% |
$321K - $365K
|
139K
$4.73M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 132.34% |
$312K - $356K
|
19.5K
$664K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10.7KNew |
$301K - $342K
|
10.7K
$364K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.4KNew |
$291K - $331K
|
10.4K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
10KNew |
$281K - $320K
|
10K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.79KNew |
$275K - $313K
|
9.79K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.64KNew |
$271K - $308K
|
9.64K
$328K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.79K+ 14.59% |
$247K - $281K
|
69.1K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
8.74K+ 5.81% |
$246K - $280K
|
159K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.62K+ 12.38% |
$242K - $276K
|
78.2K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.51KNew |
$239K - $272K
|
8.51K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.43K+ 1.66% |
$237K - $270K
|
516K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.08K+ 1.86% |
$227K - $258K
|
443K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
8.02KNew |
$225K - $257K
|
8.02K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.68KNew |
$216K - $246K
|
7.68K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.62K+ 22.19% |
$214K - $244K
|
42K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.33KNew |
$206K - $234K
|
7.33K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.17K+ 6.03% |
$201K - $229K
|
126K
$4.29M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.13K+ 0.53% |
$200K - $228K
|
1.34M
$45.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.7KNew |
$188K - $214K
|
6.7K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.68KNew |
$188K - $214K
|
6.68K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.6KNew |
$186K - $211K
|
6.6K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.57K+ 1.5% |
$185K - $210K
|
446K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.53KNew |
$184K - $209K
|
6.53K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6K+ 10.25% |
$169K - $192K
|
64.5K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.54K+ 469.01% |
$156K - $177K
|
6.72K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.33K+ 23.7% |
$150K - $170K
|
27.8K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5.15K+ 17.99% |
$145K - $165K
|
33.8K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.5K+ 1074.94% |
$127K - $144K
|
4.92K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 8.38% |
$126K - $144K
|
58.1K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 5.3% |
$124K - $141K
|
87.4K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.3K+ 8.56% |
$121K - $138K
|
54.5K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.27K+ 1.66% |
$120K - $137K
|
261K
$8.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.19K+ 3.66% |
$118K - $134K
|
119K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.05K+ 17.62% |
$114K - $130K
|
27K
$920K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.91K+ 51.56% |
$110K - $125K
|
11.5K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 23.65% |
$108K - $123K
|
20.1K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.68K+ 3.18% |
$104K - $118K
|
119K
$4.06M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3.45K+ 1.49% |
$97K - $110K
|
235K
$7.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.4K+ 4.05% |
$95.5K - $109K
|
87.4K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 9.0% |
$93.9K - $107K
|
40.4K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 132.47% |
$93.6K - $107K
|
5.84K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.27K+ 33.48% |
$91.9K - $105K
|
13K
$444K
|