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 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.64% |
$133 - $165
|
792
$27K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.02% |
$53.3 - $66.2
|
10.4K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.27% |
$26.7 - $33.1
|
378
$12.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 1.43% |
$26.7 - $33.1
|
71
$2.42K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$26.7 - $33.1
|
193
$6.57K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1- 2.63% |
$26.7 - $33.1
|
37
$1.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-10- 0.75% |
$267 - $331
|
1.32K
$44.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-11- 0.03% |
$293 - $364
|
41.2K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-21- 5.69% |
$560 - $695
|
348
$11.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-22- 1.36% |
$587 - $728
|
1.59K
$54.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-34- 2.54% |
$906 - $1.13K
|
1.31K
$44.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-39- 10.63% |
$1.04K - $1.29K
|
328
$11.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-59- 2.04% |
$1.57K - $1.95K
|
2.83K
$96.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-70- 6.39% |
$1.87K - $2.32K
|
1.03K
$34.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-82- 2.5% |
$2.19K - $2.71K
|
3.2K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-89- 3.64% |
$2.37K - $2.95K
|
2.36K
$80.2K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-90- 2.66% |
$2.4K - $2.98K
|
3.29K
$112K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 2.85% |
$2.56K - $3.18K
|
3.27K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-96- 6.95% |
$2.56K - $3.18K
|
1.29K
$43.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-104- 0.84% |
$2.77K - $3.44K
|
12.3K
$420K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-108- 0.37% |
$2.88K - $3.57K
|
29.2K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-120- 23.76% |
$3.2K - $3.97K
|
385
$13.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-124- 6.48% |
$3.31K - $4.1K
|
1.79K
$60.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-161- 68.22% |
$4.29K - $5.33K
|
75
$2.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-165- 5.05% |
$4.4K - $5.46K
|
3.11K
$106K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-166- 0.8% |
$4.43K - $5.49K
|
20.7K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-169- 15.36% |
$4.51K - $5.59K
|
931
$31.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 37.94% |
$7.46K - $9.27K
|
458
$15.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-291- 3.21% |
$7.76K - $9.63K
|
8.77K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-374- 21.96% |
$9.97K - $12.4K
|
1.33K
$45.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-386- 0.21% |
$10.3K - $12.8K
|
187K
$6.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 84.42% |
$10.4K - $12.9K
|
72
$2.45K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-433- 3.81% |
$11.5K - $14.3K
|
10.9K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-435- 5.66% |
$11.6K - $14.4K
|
7.26K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-447- 20.23% |
$11.9K - $14.8K
|
1.76K
$60K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-523- 1.05% |
$13.9K - $17.3K
|
49.1K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-617- 4.12% |
$16.4K - $20.4K
|
14.3K
$488K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-635- 1.4% |
$16.9K - $21K
|
44.7K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-708- 1.11% |
$18.9K - $23.4K
|
63.3K
$2.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-714- 7.18% |
$19K - $23.6K
|
9.23K
$314K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-796- 10.01% |
$21.2K - $26.3K
|
7.16K
$244K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-916- 9.06% |
$24.4K - $30.3K
|
9.19K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-969- 32.22% |
$25.8K - $32.1K
|
2.04K
$69.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-987- 1.53% |
$26.3K - $32.7K
|
63.3K
$2.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.03K- 3.09% |
$27.6K - $34.2K
|
32.4K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-1.05K- 5.73% |
$28K - $34.8K
|
17.3K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09K- 31.32% |
$29K - $36K
|
2.39K
$81.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.18K- 3.89% |
$31.5K - $39.1K
|
29.2K
$994K
|