Purchases and Sales Made in Q4 2025 in Schwab Fundamental Emerging Mk (FNDE)

FNDE Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 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
Jan 13, 2026 Q4 2025
Balanced Wealth Group LLC

Westlake, OH
BUY
 -
293K
New
$10.2M - $11M
293K $11M
Jan 14, 2026 Q4 2025
Johnson Bixby & Associates, LLC

BUY
 -
102K
+ 23.68%
$3.56M - $3.85M
534K $20M
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

BUY
 -
96.2K
+ 34.63%
$3.35M - $3.63M
374K $14M
Jan 14, 2026 Q4 2025
Embree Financial Group

Chicago, IL
BUY
 -
64.3K
+ 93.12%
$2.24M - $2.42M
133K $4.99M
Jan 20, 2026 Q4 2025
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
39.4K
New
$1.37M - $1.49M
39.4K $1.48M
Jan 20, 2026 Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
26.3K
+ 905.02%
$916K - $993K
29.3K $1.1M
Jan 20, 2026 Q4 2025
Unison Advisors LLC

BUY
 -
24.7K
+ 2.53%
$858K - $930K
999K $37.4M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
24.6K
+ 9.93%
$854K - $925K
272K $10.2M
Jan 20, 2026 Q4 2025
Northland Capital Management LLC

BUY
 -
22.5K
+ 27.31%
$784K - $849K
105K $3.93M
Jan 15, 2026 Q4 2025
Rhs Financial, LLC

BUY
 -
21.8K
+ 9.86%
$758K - $822K
243K $9.09M
Jan 21, 2026 Q4 2025
Perfromance Wealth Partners, LLC

BUY
 -
17.8K
+ 54.44%
$619K - $671K
50.5K $1.89M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
15.7K
+ 121.85%
$546K - $592K
28.6K $1.07M
Jan 06, 2026 Q4 2025
Wealth Care Investment Partners, LLC

BUY
 -
14.1K
+ 20.63%
$492K - $533K
82.7K $3.1M
Jan 08, 2026 Q4 2025
Charles Schwab Trust CO

BUY
 -
13.9K
+ 3.58%
$482K - $523K
401K $15M
Jan 13, 2026 Q4 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
13.8K
+ 3.83%
$479K - $519K
374K $14M
Jan 20, 2026 Q4 2025
Access Financial Services, Inc.

BUY
 -
12.7K
+ 8.58%
$443K - $480K
161K $6.04M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.1K
+ 8.89%
$387K - $419K
136K $5.09M
Jan 14, 2026 Q4 2025
Verum Partners LLC

Charlotte, NC
BUY
 -
10.5K
New
$364K - $395K
10.5K $392K
Jan 13, 2026 Q4 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
7.64K
New
$266K - $288K
7.64K $286K
Jan 20, 2026 Q4 2025
Capital Advisors Wealth Management, LLC

BUY
 -
6.99K
New
$243K - $263K
6.99K $262K
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
6.44K
New
$224K - $243K
6.44K $241K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
3.85K
+ 19.57%
$134K - $145K
23.5K $881K
Jan 22, 2026 Q4 2025
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
3.57K
+ 2.32%
$124K - $134K
157K $5.89M
Jan 20, 2026 Q4 2025
Walkner Condon Financial Advisors LLC

BUY
 -
3.17K
+ 21.13%
$110K - $120K
18.2K $681K
Jan 15, 2026 Q4 2025
E Rn Financial, LLC

BUY
 -
2.93K
+ 4.93%
$102K - $110K
62.3K $2.33M
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.9K
+ 2.87%
$101K - $109K
104K $3.9M
Jan 16, 2026 Q4 2025
Essex LLC

BUY
 -
2.73K
+ 1.76%
$95.1K - $103K
158K $5.92M
Jan 06, 2026 Q4 2025
Collective Family Office LLC

BUY
 -
2.31K
+ 3.45%
$80.2K - $87K
69.1K $2.59M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.12K
+ 5.95%
$73.7K - $79.9K
37.7K $1.41M
Jan 14, 2026 Q4 2025
Guardian Financial Partners, LLC

BUY
 -
1.9K
+ 5.88%
$66.2K - $71.7K
34.3K $1.28M
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
1.8K
+ 3.47%
$62.7K - $68K
53.8K $2.02M
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
1.45K
+ 10.99%
$50.3K - $54.5K
14.6K $547K
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
1.33K
New
$46.1K - $50K
1.33K $49.6K
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
1.24K
+ 6.18%
$43.1K - $46.7K
21.3K $797K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.09K
+ 4.48%
$37.8K - $41K
25.3K $949K
Jan 08, 2026 Q4 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
847
+ 2.43%
$29.5K - $31.9K
35.7K $1.34M
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
829
+ 4.59%
$28.8K - $31.2K
18.9K $707K
Jan 07, 2026 Q4 2025
Cwa Asset Management Group, LLC

BUY
 -
792
+ 13.42%
$27.5K - $29.9K
6.7K $251K
Jan 07, 2026 Q4 2025
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
770
+ 3.06%
$26.8K - $29K
26K $971K
Jan 08, 2026 Q4 2025
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
743
+ 0.7%
$25.8K - $28K
107K $4.01M
Jan 12, 2026 Q4 2025
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
705
+ 12.45%
$24.5K - $26.6K
6.37K $238K
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
680
+ 8.21%
$23.7K - $25.6K
8.96K $335K
Jan 14, 2026 Q4 2025
Barnes Dennig Private Wealth Management LLC

Cincinnati, OH
BUY
 -
364
New
$12.7K - $13.7K
364 $13.6K
Jan 16, 2026 Q4 2025
Tempus Wealth Planning, LLC

BUY
 -
364
+ 2.4%
$12.7K - $13.7K
15.5K $581K
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
350
+ 15.7%
$12.2K - $13.2K
2.58K $96.6K
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
305
+ 2.68%
$10.6K - $11.5K
11.7K $438K
Jan 13, 2026 Q4 2025
21 West Wealth Management LLC

Tustin, CA
BUY
 -
241
+ 0.66%
$8.38K - $9.08K
37K $1.39M
Jan 23, 2026 Q4 2025
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
232
New
$8.07K - $8.74K
232 $8.68K
Jan 15, 2026 Q4 2025
Pinnacle Wealth Management, LLC

BUY
 -
222
+ 3.13%
$7.72K - $8.37K
7.31K $274K

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