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 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$34.8 - $37.7
|
1
$37.4
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
62New |
$2.16K - $2.34K
|
62
$2.32K
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
232New |
$8.07K - $8.74K
|
232
$8.68K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19.4K+ 39.48% |
$676K - $732K
|
68.6K
$2.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-195- 3.05% |
$6.78K - $7.35K
|
6.2K
$232K
|
|
|
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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 121.85% |
$546K - $592K
|
28.6K
$1.07M
|
|
|
Jan 22, 2026
Q4 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.57K+ 2.32% |
$124K - $134K
|
157K
$5.89M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33KNew |
$46.1K - $50K
|
1.33K
$49.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-66- 2.92% |
$2.3K - $2.49K
|
2.19K
$82.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.09% |
$313 - $339
|
10.5K
$391K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
17.8K+ 54.44% |
$619K - $671K
|
50.5K
$1.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-81.8K- 13.11% |
$2.85M - $3.08M
|
542K
$20.3M
|
|
|
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
|
Advisor Net Financial, Inc
|
BUY
|
- |
680+ 8.21% |
$23.7K - $25.6K
|
8.96K
$335K
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
22.5K+ 27.31% |
$784K - $849K
|
105K
$3.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.24K+ 6.18% |
$43.1K - $46.7K
|
21.3K
$797K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
305+ 2.68% |
$10.6K - $11.5K
|
11.7K
$438K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
39.4KNew |
$1.37M - $1.49M
|
39.4K
$1.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
24.7K+ 2.53% |
$858K - $930K
|
999K
$37.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
12.7K+ 8.58% |
$443K - $480K
|
161K
$6.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.99KNew |
$243K - $263K
|
6.99K
$262K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.17K+ 21.13% |
$110K - $120K
|
18.2K
$681K
|
|
|
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 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.76K- 99.35% |
$95.9K - $104K
|
18
$674
|
|
|
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 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
2.73K+ 1.76% |
$95.1K - $103K
|
158K
$5.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
364+ 2.4% |
$12.7K - $13.7K
|
15.5K
$581K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.44KNew |
$224K - $243K
|
6.44K
$241K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.9K+ 2.87% |
$101K - $109K
|
104K
$3.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-14.6K- 1.14% |
$507K - $550K
|
1.26M
$47.3M
|
|
|
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
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
222+ 3.13% |
$7.72K - $8.37K
|
7.31K
$274K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
21.8K+ 9.86% |
$758K - $822K
|
243K
$9.09M
|
|
|
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 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 4.69% |
$1.74K - $1.88K
|
1.12K
$41.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$364K - $395K
|
10.5K
$392K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.9K+ 5.88% |
$66.2K - $71.7K
|
34.3K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
73+ 13.18% |
$2.54K - $2.75K
|
627
$23.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
364New |
$12.7K - $13.7K
|
364
$13.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
102K+ 23.68% |
$3.56M - $3.85M
|
534K
$20M
|
|
|
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
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
64.3K+ 93.12% |
$2.24M - $2.42M
|
133K
$4.99M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
293KNew |
$10.2M - $11M
|
293K
$11M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3.83% |
$479K - $519K
|
374K
$14M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-234- 2.46% |
$8.14K - $8.82K
|
9.29K
$348K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
241+ 0.66% |
$8.38K - $9.08K
|
37K
$1.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-68K- 71.04% |
$2.36M - $2.56M
|
27.7K
$1.04M
|
|