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
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-118- 0.77% |
$3.32K - $3.78K
|
15.2K
$519K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-130- 0.29% |
$3.65K - $4.16K
|
45.4K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-131- 1.28% |
$3.68K - $4.19K
|
10.1K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 6.59% |
$4.39K - $4.99K
|
2.21K
$75.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-159- 50.0% |
$4.47K - $5.09K
|
159
$5.41K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-160- 1.62% |
$4.5K - $5.12K
|
9.7K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-162- 4.71% |
$4.55K - $5.18K
|
3.28K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-205- 1.65% |
$5.76K - $6.56K
|
12.2K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-214- 0.47% |
$6.02K - $6.85K
|
45.3K
$1.54M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-220- 2.16% |
$6.18K - $7.04K
|
9.95K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-238- 17.85% |
$6.69K - $7.62K
|
1.1K
$37.3K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-256- 69.75% |
$7.2K - $8.19K
|
111
$3.78K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-278- 23.13% |
$7.81K - $8.9K
|
924
$31.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-286- 47.35% |
$8.04K - $9.15K
|
318
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-325- 0.36% |
$9.14K - $10.4K
|
89.1K
$3.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-394- 1.54% |
$11.1K - $12.6K
|
25.3K
$860K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-421- 1.24% |
$11.8K - $13.5K
|
33.4K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-477- 4.18% |
$13.4K - $15.3K
|
10.9K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-540- 0.79% |
$15.2K - $17.3K
|
67.5K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-552- 15.51% |
$15.5K - $17.7K
|
3.01K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-592- 7.19% |
$16.6K - $18.9K
|
7.65K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-636- 2.12% |
$17.9K - $20.4K
|
29.3K
$999K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-667- 1.07% |
$18.7K - $21.3K
|
61.6K
$2.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-882- 39.69% |
$24.8K - $28.2K
|
1.34K
$45.6K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-949- 7.9% |
$26.7K - $30.4K
|
11.1K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.01K- 7.31% |
$28.4K - $32.4K
|
12.8K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.11K- 3.41% |
$31.1K - $35.4K
|
31.3K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.11K- 14.51% |
$31.3K - $35.6K
|
6.56K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.21K- 60.48% |
$33.9K - $38.6K
|
788
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.42K- 18.25% |
$39.9K - $45.5K
|
6.37K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.49K- 2.77% |
$42K - $47.8K
|
52.3K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.6K- 1.53% |
$44.9K - $51.1K
|
103K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 19.51% |
$45K - $51.2K
|
6.6K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.69K- 2.57% |
$47.6K - $54.1K
|
64K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.91K- 9.94% |
$53.8K - $61.2K
|
17.3K
$590K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.95K- 14.6% |
$54.7K - $62.2K
|
11.4K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.04K- 10.0% |
$57.3K - $65.2K
|
18.3K
$624K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 19.9% |
$60.7K - $69.1K
|
8.69K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.28K- 26.71% |
$64K - $72.8K
|
6.24K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.36K- 12.28% |
$66.2K - $75.4K
|
16.8K
$573K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-2.45K- 1.29% |
$68.9K - $78.4K
|
187K
$6.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.92K- 6.62% |
$82.1K - $93.5K
|
41.2K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.92K- 3.88% |
$82.2K - $93.5K
|
72.4K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.18K- 1.41% |
$89.5K - $102K
|
222K
$7.56M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.8K- 3.01% |
$107K - $122K
|
122K
$4.16M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.06K- 5.61% |
$114K - $130K
|
68.2K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.13K- 5.98% |
$116K - $132K
|
65K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.66K- 34.05% |
$131K - $149K
|
9.03K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.83K- 9.19% |
$136K - $154K
|
47.7K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.91K- 86.92% |
$138K - $157K
|
738
$25.1K
|