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 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
241+ 7.67% |
$6.77K - $7.71K
|
3.38K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
236New |
$6.63K - $7.55K
|
236
$8.03K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
236+ 20.61% |
$6.63K - $7.55K
|
1.38K
$47K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
189New |
$5.31K - $6.05K
|
189
$6.43K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
159New |
$4.47K - $5.09K
|
159
$5.41K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
147+ 0.95% |
$4.13K - $4.7K
|
15.6K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
135New |
$3.79K - $4.32K
|
135
$4.6K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
133+ 0.27% |
$3.74K - $4.26K
|
49.6K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
130New |
$3.65K - $4.16K
|
130
$4.43K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
115+ 95.04% |
$3.23K - $3.68K
|
236
$8.03K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
110+ 9.05% |
$3.09K - $3.52K
|
1.33K
$45.1K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103New |
$2.9K - $3.3K
|
103
$3.51K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99+ 0.89% |
$2.78K - $3.17K
|
11.3K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98New |
$2.75K - $3.14K
|
98
$3.34K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
96+ 2.93% |
$2.7K - $3.07K
|
3.37K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
91+ 0.03% |
$2.56K - $2.91K
|
271K
$9.22M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
78+ 62.4% |
$2.19K - $2.5K
|
203
$6.91K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
77+ 0.81% |
$2.16K - $2.46K
|
9.64K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
75+ 3.16% |
$2.11K - $2.4K
|
2.45K
$83.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$1.91K - $2.18K
|
68
$2.31K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
60+ 0.76% |
$1.69K - $1.92K
|
7.95K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$1.46K - $1.66K
|
52
$1.77K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43New |
$1.21K - $1.38K
|
43
$1.46K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.04K - $1.18K
|
37
$1.26K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
35New |
$984 - $1.12K
|
35
$1.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33New |
$928 - $1.06K
|
33
$1.12K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29+ 0.26% |
$815 - $928
|
11.1K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 2.27% |
$759 - $864
|
1.22K
$41.4K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
25+ 0.17% |
$703 - $800
|
15K
$509K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13New |
$365 - $416
|
13
$443
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.32% |
$225 - $256
|
2.53K
$86.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 1.37% |
$225 - $256
|
590
$20.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 8.16% |
$112 - $128
|
53
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.14% |
$141 - $160
|
3.61K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.07% |
$169 - $192
|
8.27K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 53.85% |
$197 - $224
|
6
$204
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-8- 2.72% |
$225 - $256
|
286
$9.74K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 1.0% |
$281 - $320
|
995
$33.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 1.75% |
$422 - $480
|
841
$28.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 0.55% |
$450 - $512
|
2.89K
$98.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 48.84% |
$590 - $672
|
22
$749
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 1.51% |
$675 - $768
|
1.56K
$53.2K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-24- 5.16% |
$675 - $768
|
441
$15K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-28- 0.85% |
$787 - $896
|
3.27K
$111K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-45- 0.61% |
$1.26K - $1.44K
|
7.39K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-48Closed |
$1.35K - $1.54K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-65- 0.23% |
$1.83K - $2.08K
|
28.6K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-86- 0.24% |
$2.42K - $2.75K
|
36.1K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-101- 1.01% |
$2.84K - $3.23K
|
9.9K
$337K
|