Schwab Fundamental Emerging Mk FNDE

FNDE Quotes by TradingView
Institutional shares held 165 Million
0 calls
0 puts
Total value of holdings $4.94B
$0 calls
$0 puts
# of Institutions 377

Quarterly Institutional Activity in FNDE

Shares Bought
Shares Sold
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Top Institutions Holding FNDE

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Latest Institutional Activity in FNDE

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.22M ($36.7M)
201K Shares purchased
19.64% Added
Q1 2025
Access Financial Services, Inc. Shares Held: 154K ($4.61M)
154K Shares purchased
New Holding
Q1 2025
Laurel Wealth Planning LLC Shares Held: 153K ($4.59M)
153K Shares purchased
New Holding
Q1 2025
Resonant Capital Advisors, LLC Shares Held: 560K ($16.8M)
113K Shares purchased
25.39% Added
Q1 2025
Fermata Advisors, LLC Shares Held: 103K ($3.09M)
103K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Merit Financial Group, LLC Shares Held: 53.6K ($1.61M)
54K Shares sold
50.18% Reduced
Q1 2025
Whipplewood Advisors, LLC Shares Held: 10 ($300)
40.2K Shares sold
99.98% Reduced
Q1 2025
Synergy Asset Management, LLC Shares Held: 26.4K ($791K)
26.5K Shares sold
50.12% Reduced
Q1 2025
Cabot Wealth Management Inc Shares Held: 248K ($7.45M)
25K Shares sold
9.15% Reduced
Q1 2025
Cva Family Office, LLC Shares Held: 236K ($7.08M)
14.2K Shares sold
5.68% Reduced
View All Sellers

About FNDE

FNDE Chart by TradingView
FNDE Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on FNDE