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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.63K- 31.42% |
$158K - $180K
|
12.3K
$418K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.93K- 13.88% |
$167K - $190K
|
36.8K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-6.13K- 27.97% |
$172K - $196K
|
15.8K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.86K- 39.15% |
$193K - $220K
|
10.7K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.21K- 6.43% |
$203K - $231K
|
105K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.54K- 2.48% |
$212K - $241K
|
296K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-7.98K- 2.44% |
$224K - $255K
|
319K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-8.22K- 11.73% |
$231K - $263K
|
61.8K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.96K- 65.48% |
$280K - $319K
|
5.25K
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11K- 1.66% |
$310K - $353K
|
655K
$22.3M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 39.23% |
$352K - $401K
|
19.4K
$660K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.5K- 7.93% |
$353K - $401K
|
146K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 7.93% |
$353K - $401K
|
146K
$4.96M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-13.6K- 4.85% |
$381K - $434K
|
266K
$9.06M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-13.6K- 1.0% |
$383K - $436K
|
1.35M
$45.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 5.68% |
$399K - $454K
|
236K
$8.03M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 2.66% |
$479K - $546K
|
623K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23.9K- 10.13% |
$671K - $764K
|
212K
$7.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25K- 9.15% |
$702K - $799K
|
248K
$8.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 50.12% |
$745K - $848K
|
26.4K
$898K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.6K- 39.74% |
$887K - $1.01M
|
47.8K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-33.6K- 15.26% |
$945K - $1.08M
|
187K
$6.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40.2K- 99.98% |
$1.13M - $1.29M
|
10
$340
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.9K- 14.34% |
$1.29M - $1.47M
|
274K
$9.33M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-48.9K- 63.46% |
$1.37M - $1.56M
|
28.1K
$958K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-54K- 50.18% |
$1.52M - $1.73M
|
53.6K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 72.7% |
$1.56M - $1.78M
|
20.9K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63.5K- 94.81% |
$1.79M - $2.03M
|
3.48K
$118K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-94.5K- 5.1% |
$2.66M - $3.03M
|
1.76M
$59.9M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-152K- 24.2% |
$4.26M - $4.85M
|
475K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-188K- 82.88% |
$5.28M - $6.01M
|
38.8K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-350K- 71.2% |
$9.82M - $11.2M
|
141K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-424K- 95.25% |
$11.9M - $13.6M
|
21.1K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-471K- 12.78% |
$13.2M - $15.1M
|
3.21M
$109M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-826K- 33.33% |
$23.2M - $26.4M
|
1.65M
$56.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.78M- 1.44% |
$50.1M - $57M
|
122M
$4.14B
|