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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.01K+ 30.93% |
$107K - $133K
|
17K
$578K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4K+ 2.88% |
$107K - $132K
|
143K
$4.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.96K+ 324.43% |
$106K - $131K
|
5.18K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.51KNew |
$93.6K - $116K
|
3.51K
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.07K+ 252.35% |
$81.7K - $101K
|
4.28K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.03K+ 8.98% |
$80.8K - $100K
|
36.8K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.02K+ 2.55% |
$80.6K - $100K
|
122K
$4.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.01K+ 50.33% |
$80.2K - $99.5K
|
8.98K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.64KNew |
$70.5K - $87.5K
|
2.64K
$90K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
2.47K+ 3.41% |
$65.8K - $81.6K
|
74.8K
$2.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.39K+ 36.61% |
$63.7K - $79.1K
|
8.92K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.36K+ 2.29% |
$62.8K - $77.9K
|
105K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.26K+ 16.92% |
$60.2K - $74.7K
|
15.6K
$531K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.2K+ 3.41% |
$58.7K - $72.9K
|
66.7K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.14K+ 1.66% |
$57.1K - $70.9K
|
131K
$4.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.98K+ 21.91% |
$52.7K - $65.5K
|
11K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.8K+ 13.63% |
$48K - $59.6K
|
15K
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.72KNew |
$45.9K - $56.9K
|
1.72K
$58.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.52K+ 46.66% |
$40.4K - $50.2K
|
4.77K
$162K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.48K+ 7.11% |
$39.4K - $48.9K
|
22.2K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 21.44% |
$38.4K - $47.7K
|
8.16K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.42KNew |
$37.9K - $47.1K
|
1.42K
$48.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.39KNew |
$37K - $46K
|
1.39K
$47.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.39K+ 2.01% |
$37K - $46K
|
70.5K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.33K+ 42.58% |
$35.6K - $44.1K
|
4.47K
$152K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 11.37% |
$33.1K - $41.1K
|
12.2K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.24KNew |
$33K - $40.9K
|
1.24K
$42.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.24K+ 11.58% |
$32.9K - $40.9K
|
11.9K
$405K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.23K+ 21.02% |
$32.7K - $40.6K
|
7.07K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.22K+ 114.82% |
$32.6K - $40.5K
|
2.29K
$78K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.13K+ 1154.08% |
$30.2K - $37.4K
|
1.23K
$41.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.13K+ 11.63% |
$30.1K - $37.3K
|
10.8K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 25.27% |
$28.4K - $35.2K
|
5.28K
$180K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 0.69% |
$28.2K - $35K
|
154K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
949+ 8.58% |
$25.3K - $31.4K
|
12K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
930+ 2.3% |
$24.8K - $30.8K
|
41.4K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
916+ 7.02% |
$24.4K - $30.3K
|
14K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
891+ 0.85% |
$23.8K - $29.5K
|
105K
$3.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
751+ 4.67% |
$20K - $24.9K
|
16.8K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
710+ 6.29% |
$18.9K - $23.5K
|
12K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
709+ 2.81% |
$18.9K - $23.5K
|
26K
$884K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
704+ 10.73% |
$18.8K - $23.3K
|
7.27K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
651New |
$17.4K - $21.5K
|
651
$22.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
641+ 3.25% |
$17.1K - $21.2K
|
20.4K
$694K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
598+ 0.67% |
$15.9K - $19.8K
|
89.7K
$3.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
591+ 0.16% |
$15.8K - $19.6K
|
366K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
554New |
$14.8K - $18.3K
|
554
$18.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
523New |
$13.9K - $17.3K
|
523
$17.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
450+ 6.81% |
$12K - $14.9K
|
7.05K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
436New |
$11.6K - $14.4K
|
436
$14.8K
|