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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.09K+ 5.04% |
$86.8K - $98.8K
|
64.3K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.09K+ 18.55% |
$86.8K - $98.8K
|
19.7K
$672K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.08K+ 35.32% |
$86.7K - $98.7K
|
11.8K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.05K+ 1.23% |
$85.8K - $97.7K
|
252K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.91K+ 35.68% |
$81.7K - $93K
|
11.1K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.89KNew |
$81.2K - $92.5K
|
2.89K
$98.4K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.61K+ 5.99% |
$73.4K - $83.6K
|
46.2K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.34K+ 24.35% |
$65.9K - $75K
|
12K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.31K+ 21.65% |
$64.8K - $73.8K
|
13K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.19K+ 6.06% |
$61.6K - $70.2K
|
38.4K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.12K+ 0.83% |
$59.6K - $67.8K
|
257K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.03K+ 9.03% |
$56.9K - $64.8K
|
24.4K
$832K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.97K+ 2.03% |
$55.4K - $63K
|
98.8K
$3.36M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.95KNew |
$54.7K - $62.2K
|
1.95K
$66.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.91KNew |
$53.8K - $61.2K
|
1.91K
$65.1K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.91K+ 53.44% |
$53.7K - $61.2K
|
5.49K
$187K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.85K+ 9.32% |
$51.9K - $59K
|
21.6K
$736K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 2.02% |
$49.9K - $56.8K
|
89.5K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 15.01% |
$48.9K - $55.7K
|
13.3K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.63K+ 1718.95% |
$45.9K - $52.3K
|
1.73K
$58.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.61KNew |
$45.4K - $51.6K
|
1.61K
$54.9K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.61K+ 3.96% |
$45.3K - $51.6K
|
42.3K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.6K+ 8.3% |
$44.9K - $51.1K
|
20.8K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 7.07% |
$44.1K - $50.2K
|
23.8K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42KNew |
$40K - $45.5K
|
1.42K
$48.4K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.36K+ 2125.0% |
$38.2K - $43.5K
|
1.42K
$48.5K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.29K+ 2.98% |
$36.2K - $41.2K
|
44.5K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 2.43% |
$35K - $39.8K
|
52.5K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07K+ 5.68% |
$30.1K - $34.3K
|
20K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
886+ 0.57% |
$24.9K - $28.4K
|
158K
$5.36M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
686+ 0.19% |
$19.3K - $22K
|
353K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
670+ 6.06% |
$18.8K - $21.4K
|
11.7K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
617+ 3.03% |
$17.3K - $19.7K
|
21K
$714K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
537New |
$15.1K - $17.2K
|
537
$18.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
510+ 7.1% |
$14.3K - $16.3K
|
7.69K
$262K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
465+ 17.43% |
$13.1K - $14.9K
|
3.13K
$107K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
459New |
$12.9K - $14.7K
|
459
$15.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
456+ 8.26% |
$12.8K - $14.6K
|
5.98K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
402+ 3.18% |
$11.3K - $12.9K
|
13K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
386+ 2144.44% |
$10.9K - $12.4K
|
404
$13.8K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
374+ 28.14% |
$10.5K - $12K
|
1.7K
$58K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
372+ 279.7% |
$10.5K - $11.9K
|
505
$17.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
371+ 3.07% |
$10.4K - $11.9K
|
12.4K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
367New |
$10.3K - $11.7K
|
367
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
366+ 1016.67% |
$10.3K - $11.7K
|
402
$13.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
334New |
$9.39K - $10.7K
|
334
$11.4K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
309+ 351.14% |
$8.69K - $9.89K
|
397
$13.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 130.57% |
$8.4K - $9.57K
|
528
$18K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276New |
$7.76K - $8.83K
|
276
$9.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
255+ 6.45% |
$7.17K - $8.16K
|
4.21K
$143K
|