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 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.28K- 1.84% |
$34.2K - $42.4K
|
68.5K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.34K- 0.92% |
$35.8K - $44.5K
|
144K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 4.31% |
$36K - $44.6K
|
30K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.35K- 8.09% |
$36K - $44.7K
|
15.3K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 2.6% |
$36.3K - $45.1K
|
51.1K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.62K- 1.05% |
$43.1K - $53.5K
|
152K
$5.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.63K- 94.5% |
$43.5K - $54K
|
95
$3.23K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.78K- 0.8% |
$47.5K - $58.9K
|
220K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 3.22% |
$49K - $60.9K
|
55.3K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.01K- 4.52% |
$53.6K - $66.5K
|
42.5K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.65K- 5.84% |
$70.8K - $87.8K
|
42.8K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-2.71K- 12.91% |
$72.2K - $89.6K
|
18.3K
$622K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3K- 25.37% |
$79.9K - $99.2K
|
8.82K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.06K- 1.48% |
$108K - $134K
|
270K
$9.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.09K- 4.68% |
$109K - $135K
|
83.3K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.23K- 4.83% |
$113K - $140K
|
83.2K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.31K- 35.25% |
$115K - $143K
|
7.91K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-4.5K- 23.21% |
$120K - $149K
|
14.9K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.51K- 6.69% |
$120K - $149K
|
63K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.52K- 2.87% |
$121K - $150K
|
153K
$5.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.62K- 22.96% |
$123K - $153K
|
15.5K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.66K- 12.37% |
$124K - $154K
|
33K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.75K- 1.49% |
$127K - $157K
|
314K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.91K- 14.07% |
$157K - $195K
|
36.1K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.94K- 2.0% |
$158K - $196K
|
290K
$9.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.3K- 11.75% |
$168K - $208K
|
47.3K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.47K- 13.56% |
$172K - $214K
|
41.2K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9.36K- 25.41% |
$249K - $310K
|
27.5K
$935K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10.9K- 29.71% |
$291K - $361K
|
25.8K
$879K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.4K- 6.13% |
$305K - $379K
|
175K
$5.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13K- 5.56% |
$348K - $432K
|
222K
$7.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
SELL
|
- |
-18.6K- 1.38% |
$495K - $614K
|
1.33M
$45.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-18.7K- 2.86% |
$499K - $619K
|
636K
$21.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 1.58% |
$517K - $641K
|
1.2M
$41M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 96.9% |
$530K - $658K
|
636
$21.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27.6K- 10.73% |
$736K - $913K
|
230K
$7.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-34.3K- 2.56% |
$915K - $1.14M
|
1.31M
$44.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-57.6K- 21.29% |
$1.54M - $1.91M
|
213K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.6K- 14.55% |
$2.42M - $3M
|
532K
$18.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-113K- 85.43% |
$3.02M - $3.74M
|
19.3K
$657K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-139K- 55.19% |
$3.7M - $4.59M
|
113K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-723K- 79.7% |
$19.3M - $23.9M
|
184K
$6.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-976K- 30.38% |
$26M - $32.3M
|
2.24M
$76.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.3M- 1.07% |
$34.8M - $43.2M
|
120M
$4.1B
|