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 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
423+ 1.96% |
$11.3K - $14K
|
22.1K
$751K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
402+ 0.61% |
$10.7K - $13.3K
|
65.9K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370+ 0.35% |
$9.86K - $12.2K
|
105K
$3.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
366New |
$9.76K - $12.1K
|
366
$12.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
364+ 0.47% |
$9.7K - $12K
|
78.6K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
341+ 1.29% |
$9.09K - $11.3K
|
26.7K
$909K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335+ 7.08% |
$8.93K - $11.1K
|
5.06K
$172K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
331+ 5.01% |
$8.82K - $11K
|
6.93K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
324+ 2.52% |
$8.64K - $10.7K
|
13.2K
$448K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
315+ 0.46% |
$8.4K - $10.4K
|
68.5K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
309+ 7.34% |
$8.24K - $10.2K
|
4.52K
$154K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
295+ 2.26% |
$7.86K - $9.76K
|
13.3K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
235New |
$6.27K - $7.78K
|
235
$8K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
235+ 0.96% |
$6.27K - $7.78K
|
24.7K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207+ 0.34% |
$5.52K - $6.85K
|
60.9K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
191+ 2.2% |
$5.09K - $6.32K
|
8.88K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166New |
$4.43K - $5.49K
|
166
$5.65K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
161+ 0.93% |
$4.29K - $5.33K
|
17.5K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
158+ 2.36% |
$4.21K - $5.23K
|
6.84K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
140+ 0.59% |
$3.73K - $4.63K
|
23.9K
$814K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
139New |
$3.71K - $4.6K
|
139
$4.73K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
133New |
$3.55K - $4.4K
|
133
$4.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
131New |
$3.49K - $4.33K
|
131
$4.46K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
120+ 0.26% |
$3.2K - $3.97K
|
46.3K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
118New |
$3.15K - $3.9K
|
118
$4.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
110+ 0.64% |
$2.93K - $3.64K
|
17.3K
$589K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
106+ 0.64% |
$2.83K - $3.51K
|
16.6K
$565K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$2.67K - $3.31K
|
100
$3.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 0.63% |
$2.08K - $2.58K
|
12.4K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
74New |
$1.97K - $2.45K
|
74
$2.52K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
71New |
$1.89K - $2.35K
|
71
$2.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
51+ 0.53% |
$1.36K - $1.69K
|
9.69K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 31.45% |
$1.33K - $1.65K
|
209
$7.11K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
49New |
$1.31K - $1.62K
|
49
$1.67K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
48New |
$1.28K - $1.59K
|
48
$1.63K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
46+ 0.62% |
$1.23K - $1.52K
|
7.43K
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.58% |
$1.09K - $1.36K
|
7.13K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 22.86% |
$1.07K - $1.32K
|
215
$7.32K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38New |
$1.01K - $1.26K
|
38
$1.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
37New |
$986 - $1.22K
|
37
$1.26K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25+ 0.26% |
$667 - $827
|
9.66K
$329K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
25New |
$667 - $827
|
25
$851
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
24New |
$640 - $794
|
24
$817
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.64% |
$613 - $761
|
3.62K
$123K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
22New |
$587 - $728
|
22
$749
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 95.45% |
$560 - $695
|
43
$1.46K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
20New |
$533 - $662
|
20
$681
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$507 - $629
|
19
$647
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.44% |
$427 - $529
|
3.63K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 0.04% |
$320 - $397
|
27.8K
$947K
|