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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
254New |
$8.42K - $9.22K
|
254
$9.51K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.44K+ 2.67% |
$80.8K - $88.5K
|
93.7K
$3.51M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-673- 15.07% |
$22.3K - $24.4K
|
3.79K
$142K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-322- 3.32% |
$10.7K - $11.7K
|
9.37K
$351K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-67.8K- 44.26% |
$2.25M - $2.46M
|
85.4K
$3.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108+ 0.82% |
$3.58K - $3.92K
|
13.3K
$497K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
712+ 217.07% |
$23.6K - $25.9K
|
1.04K
$38.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.37K+ 183.04% |
$145K - $159K
|
6.76K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
19.9K+ 3.74% |
$659K - $722K
|
552K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 7.31% |
$103K - $113K
|
39.6K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$63.2K - $69.2K
|
1.91K
$71.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-849- 2.31% |
$28.1K - $30.8K
|
35.9K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.13K- 20.08% |
$104K - $114K
|
12.5K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-735- 0.82% |
$24.4K - $26.7K
|
89K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.93KNew |
$263K - $288K
|
7.93K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-139K- 39.17% |
$4.59M - $5.03M
|
215K
$8.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
722+ 1.73% |
$23.9K - $26.2K
|
42.5K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
43.2K+ 9.68% |
$1.43M - $1.57M
|
490K
$18.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6K+ 18.19% |
$199K - $218K
|
39K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 4.96% |
$11.6K - $12.7K
|
7.42K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.04K+ 0.34% |
$67.6K - $74.1K
|
605K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 68.52% |
$40K - $43.9K
|
2.97K
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 57.07% |
$80.9K - $88.7K
|
6.72K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
40.7K+ 10.29% |
$1.35M - $1.48M
|
437K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
28.4KNew |
$940K - $1.03M
|
28.4K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.98K+ 1.72% |
$264K - $290K
|
472K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.45K- 3.06% |
$47.9K - $52.5K
|
45.9K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.01K- 9.36% |
$33.6K - $36.8K
|
9.81K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42.4K+ 16.12% |
$1.4M - $1.54M
|
305K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
263+ 0.95% |
$8.71K - $9.55K
|
28.1K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-987- 76.81% |
$32.7K - $35.8K
|
298
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-5.45K- 5.3% |
$181K - $198K
|
97.3K
$3.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-146- 14.24% |
$4.84K - $5.3K
|
879
$32.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-31.5K- 6.73% |
$1.04M - $1.14M
|
437K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-214K- 9.59% |
$7.1M - $7.78M
|
2.02M
$75.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
19New |
$629 - $690
|
19
$711
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.66KNew |
$188K - $206K
|
5.66K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-615- 6.85% |
$20.4K - $22.3K
|
8.37K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.55K+ 28.75% |
$184K - $202K
|
24.9K
$930K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.89K- 14.45% |
$328K - $359K
|
58.6K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.2K- 7.77% |
$371K - $407K
|
133K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
426+ 8.41% |
$14.1K - $15.5K
|
5.49K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-738- 0.33% |
$24.4K - $26.8K
|
224K
$8.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 55.39% |
$4.95M - $5.43M
|
420K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.84K+ 29.36% |
$94K - $103K
|
12.5K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 1.88% |
$43.4K - $47.6K
|
71.1K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$232K - $254K
|
7.01K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.5KNew |
$347K - $380K
|
10.5K
$392K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-68- 3.8% |
$2.25K - $2.47K
|
1.72K
$64.4K
|
|