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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.4K+ 2.97% |
$438K - $544K
|
570K
$19.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
15.5K+ 5.93% |
$412K - $512K
|
277K
$9.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
15.5K+ 4.29% |
$412K - $512K
|
376K
$12.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
14.4K+ 2.44% |
$384K - $476K
|
603K
$20.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
14.2K+ 11.24% |
$378K - $469K
|
140K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7K+ 17.6% |
$364K - $452K
|
91.2K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.9K+ 14.47% |
$345K - $428K
|
102K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.5K+ 44.54% |
$334K - $415K
|
40.7K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.7K+ 20.08% |
$311K - $386K
|
69.8K
$2.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.1K+ 66.07% |
$297K - $368K
|
28K
$952K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 1.92% |
$286K - $355K
|
571K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.3K+ 75.63% |
$275K - $341K
|
23.9K
$814K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
10K+ 3.37% |
$267K - $332K
|
308K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.51KNew |
$253K - $315K
|
9.51K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.31KNew |
$248K - $308K
|
9.31K
$317K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.61K+ 40.75% |
$230K - $285K
|
29.7K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.82K+ 68.03% |
$208K - $259K
|
19.3K
$657K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.73KNew |
$206K - $256K
|
7.73K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.7K+ 29.04% |
$205K - $255K
|
34.2K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7.65K+ 3.24% |
$204K - $253K
|
243K
$8.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
7.61K+ 2.2% |
$203K - $252K
|
354K
$12M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$195K - $242K
|
7.31K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.25KNew |
$193K - $240K
|
7.25K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.08K+ 33.24% |
$189K - $234K
|
28.4K
$966K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.94K+ 58.0% |
$185K - $230K
|
18.9K
$644K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.8K+ 34.85% |
$181K - $225K
|
26.3K
$895K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.66KNew |
$178K - $220K
|
6.66K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.51K+ 10.56% |
$174K - $215K
|
68.1K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.39KNew |
$170K - $212K
|
6.39K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.39KNew |
$170K - $211K
|
6.39K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.35K+ 121.01% |
$169K - $210K
|
11.6K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.35KNew |
$169K - $210K
|
6.35K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.32KNew |
$168K - $209K
|
6.32K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.27K+ 81.56% |
$167K - $207K
|
13.9K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.25KNew |
$166K - $207K
|
6.25K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.07K+ 4.96% |
$162K - $201K
|
128K
$4.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.9K+ 11.26% |
$157K - $195K
|
58.2K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.87K+ 1.32% |
$157K - $194K
|
452K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.61K+ 15.52% |
$150K - $186K
|
41.7K
$1.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.6K+ 10.28% |
$149K - $185K
|
60.1K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.57KNew |
$149K - $184K
|
5.57K
$190K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.19K+ 1.47% |
$138K - $172K
|
358K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.85K+ 3.27% |
$129K - $160K
|
153K
$5.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
4.74K+ 2.97% |
$126K - $157K
|
164K
$5.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.62K+ 3.03% |
$123K - $153K
|
157K
$5.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.38K+ 16.21% |
$117K - $145K
|
31.4K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 11.2% |
$115K - $142K
|
42.7K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.25K+ 0.82% |
$113K - $141K
|
521K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.25K+ 26.94% |
$113K - $141K
|
20K
$682K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.16K+ 3.3% |
$111K - $138K
|
130K
$4.43M
|