Latest Institutional Transactions on Schwab Fundamental Emerging Mk (FNDE)
This table provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-104- 10.83% |
$3K - $3.53K
|
856
$25.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.67K+ 30.66% |
$135K - $158K
|
19.9K
$588K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
163+ 1.37% |
$4.71K - $5.53K
|
12.1K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23New |
$664 - $781
|
23
$680
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4K+ 14.87% |
$328K - $386K
|
87.7K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-22.7K- 7.5% |
$655K - $770K
|
280K
$8.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 3.14% |
$53.4K - $62.8K
|
60.7K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11K+ 2.22% |
$318K - $374K
|
508K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 0.23% |
$29.2K - $34.3K
|
447K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.99K- 99.2% |
$57.5K - $67.6K
|
16
$473
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65.7KNew |
$1.9M - $2.23M
|
65.7K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
426+ 3.49% |
$12.3K - $14.5K
|
12.6K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
302+ 3.45% |
$8.72K - $10.3K
|
9.07K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-545- 3.52% |
$15.7K - $18.5K
|
14.9K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28.8K+ 119.64% |
$832K - $978K
|
52.9K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.62K+ 0.5% |
$191K - $225K
|
1.33M
$39.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 2.73% |
$78.6K - $92.4K
|
96.9K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
582+ 3.92% |
$16.8K - $19.8K
|
15.4K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-329- 0.96% |
$9.5K - $11.2K
|
33.9K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.35K+ 3.48% |
$68K - $79.9K
|
70.1K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
60.3KNew |
$1.74M - $2.05M
|
60.3K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-68- 0.33% |
$1.96K - $2.31K
|
20.8K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.05K+ 6.56% |
$204K - $239K
|
115K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.8K+ 3.15% |
$225K - $265K
|
255K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
388New |
$11.2K - $13.2K
|
388
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-6.25K- 7.66% |
$180K - $212K
|
75.3K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 3.74% |
$10.9K - $12.8K
|
10.4K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
4.83K+ 2.61% |
$139K - $164K
|
190K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.1KNew |
$319K - $375K
|
11.1K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
654+ 3.96% |
$18.9K - $22.2K
|
17.2K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-25.4K- 9.74% |
$735K - $863K
|
236K
$6.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-979- 5.6% |
$28.3K - $33.2K
|
16.5K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 2.6% |
$33.6K - $39.5K
|
43.6K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11KNew |
$319K - $375K
|
11K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 9.41% |
$51.5K - $60.5K
|
17.2K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
31.9KNew |
$922K - $1.08M
|
31.9K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.91K+ 1.79% |
$142K - $167K
|
279K
$8.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.48K+ 3.91% |
$129K - $152K
|
119K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
123+ 10.2% |
$3.55K - $4.18K
|
1.33K
$39.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 9.45% |
$174K - $204K
|
69.6K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.65K+ 2.98% |
$279K - $328K
|
333K
$9.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-317- 0.71% |
$9.16K - $10.8K
|
44.1K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 4.35% |
$57.8 - $67.9
|
48
$1.42K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.5K+ 3.48% |
$333K - $392K
|
343K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
137+ 3.96% |
$3.96K - $4.65K
|
3.6K
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.1K+ 4.83% |
$378K - $444K
|
284K
$8.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
122+ 0.67% |
$3.52K - $4.14K
|
18.5K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-43K- 6.06% |
$1.24M - $1.46M
|
666K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-856- 5.89% |
$24.7K - $29.1K
|
13.7K
$405K
|