Purchases and Sales Made in Q4 2025 in Schwab Fundamental Emerging Mk (FNDE)
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 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 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
434+ 2.72% |
$15.1K - $16.4K
|
16.4K
$613K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
364New |
$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
|
- |
232New |
$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
|
|
|
Jan 28, 2026
Q4 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
110+ 0.53% |
$3.83K - $4.15K
|
21K
$785K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
95+ 2.62% |
$3.3K - $3.58K
|
3.72K
$139K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
91+ 0.16% |
$3.16K - $3.43K
|
57.4K
$2.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
73+ 13.18% |
$2.54K - $2.75K
|
627
$23.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
62New |
$2.16K - $2.34K
|
62
$2.32K
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
60+ 3.77% |
$2.09K - $2.26K
|
1.65K
$61.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 4.69% |
$1.74K - $1.88K
|
1.12K
$41.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
24+ 3.69% |
$835 - $905
|
675
$25.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.09% |
$313 - $339
|
10.5K
$391K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.63% |
$243 - $264
|
200
$7.49K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$34.8 - $37.7
|
1
$37.4
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 4.55% |
$139 - $151
|
84
$3.14K
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-55- 0.2% |
$1.91K - $2.07K
|
28K
$1.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-66- 2.92% |
$2.3K - $2.49K
|
2.19K
$82.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-86- 10.72% |
$2.99K - $3.24K
|
716
$26.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-195- 3.05% |
$6.78K - $7.35K
|
6.2K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-198- 0.4% |
$6.89K - $7.46K
|
49.6K
$1.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-234- 2.46% |
$8.14K - $8.82K
|
9.29K
$348K
|
|
|
Jan 27, 2026
Q4 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-350- 2.65% |
$12.2K - $13.2K
|
12.8K
$481K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-379- 0.36% |
$13.2K - $14.3K
|
104K
$3.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-662- 1.32% |
$23K - $25K
|
49.6K
$1.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-797- 5.37% |
$27.7K - $30K
|
14.1K
$526K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-882- 7.25% |
$30.7K - $33.2K
|
11.3K
$422K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.91K- 4.31% |
$66.5K - $72.1K
|
42.5K
$1.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.51K- 1.9% |
$87.3K - $94.6K
|
130K
$4.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.57K- 45.71% |
$89.2K - $96.7K
|
3.05K
$114K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.76K- 99.35% |
$95.9K - $104K
|
18
$674
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.8K- 1.35% |
$97.5K - $106K
|
205K
$7.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.88K- 64.95% |
$204K - $222K
|
3.17K
$119K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-12.8K- 3.5% |
$447K - $484K
|
354K
$13.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-14.6K- 1.14% |
$507K - $550K
|
1.26M
$47.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-68K- 71.04% |
$2.36M - $2.56M
|
27.7K
$1.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-81.8K- 13.11% |
$2.85M - $3.08M
|
542K
$20.3M
|
|