Purchases and Sales Made in Q2 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
618K+ 2923.97% |
$16.5M - $20.5M
|
639K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
583K+ 26387.43% |
$15.6M - $19.3M
|
586K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
318K+ 611453.88% |
$8.48M - $10.5M
|
318K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
256K+ 28.47% |
$6.83M - $8.48M
|
1.16M
$39.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
256KNew |
$6.82M - $8.46M
|
256K
$8.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
241K+ 371.43% |
$6.43M - $7.98M
|
306K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
222KNew |
$5.92M - $7.35M
|
222K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 9.82% |
$5.28M - $6.56M
|
2.22M
$75.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
171K+ 76.95% |
$4.56M - $5.67M
|
394K
$13.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 6.62% |
$4.14M - $5.13M
|
2.5M
$85M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
154K+ 34.79% |
$4.11M - $5.1M
|
598K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
127K+ 1887.85% |
$3.37M - $4.19M
|
133K
$4.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
114K+ 32.25% |
$3.05M - $3.78M
|
468K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
98.6K+ 5.96% |
$2.63M - $3.26M
|
1.75M
$59.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
86.6K+ 18.23% |
$2.31M - $2.87M
|
562K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
81.7K+ 41.84% |
$2.18M - $2.7M
|
277K
$9.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
76.5K+ 30.81% |
$2.04M - $2.53M
|
325K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76K+ 19.6% |
$2.03M - $2.52M
|
464K
$15.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
72.8K+ 25462.59% |
$1.94M - $2.41M
|
73.1K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
70.5KNew |
$1.88M - $2.33M
|
70.5K
$2.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.4K+ 60.83% |
$1.85M - $2.3M
|
183K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.8K+ 43.52% |
$1.78M - $2.21M
|
220K
$7.5M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
59.1KNew |
$1.58M - $1.96M
|
59.1K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
54.5K+ 20.47% |
$1.45M - $1.8M
|
321K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
51.8K+ 81.38% |
$1.38M - $1.71M
|
115K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
50.3K+ 36.07% |
$1.34M - $1.67M
|
190K
$6.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
44.6KNew |
$1.19M - $1.48M
|
44.6K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
42.5K+ 5398.98% |
$1.13M - $1.41M
|
43.3K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41.8K+ 418080.0% |
$1.11M - $1.38M
|
41.8K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
37.7K+ 10.51% |
$1M - $1.25M
|
396K
$13.5M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.8KNew |
$980K - $1.22M
|
36.8K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
33.6K+ 682.98% |
$896K - $1.11M
|
38.5K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
33.4K+ 167.25% |
$890K - $1.1M
|
53.3K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
33.4K+ 8.08% |
$890K - $1.1M
|
447K
$15.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33.1KNew |
$881K - $1.09M
|
33.1K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
31.7KNew |
$846K - $1.05M
|
31.7K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30.8K+ 240.94% |
$821K - $1.02M
|
43.6K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.9K+ 43.73% |
$797K - $990K
|
98.3K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
27.1K+ 44.88% |
$721K - $895K
|
87.4K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
21.3K+ 1.21% |
$569K - $706K
|
1.78M
$60.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
21.3KNew |
$567K - $704K
|
21.3K
$724K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.7KNew |
$551K - $684K
|
20.7K
$704K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
20.4K+ 5.09% |
$543K - $673K
|
420K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
19.9K+ 8.2% |
$531K - $659K
|
263K
$8.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
19.3KNew |
$514K - $638K
|
19.3K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$508K - $631K
|
19.1K
$649K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
18.7KNew |
$498K - $619K
|
18.7K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17.3K+ 28.0% |
$462K - $573K
|
79.2K
$2.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17.2K+ 8.31% |
$460K - $571K
|
225K
$7.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
17.2KNew |
$457K - $568K
|
17.2K
$584K
|