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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.08K+ 6.1% |
$89.1K - $105K
|
53.6K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 2.41% |
$55.4K - $65.1K
|
77.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
298+ 0.31% |
$8.61K - $10.1K
|
97.5K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
64New |
$1.85K - $2.17K
|
64
$1.97K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-259- 6.14% |
$7.48K - $8.79K
|
3.96K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6+ 2.08% |
$173 - $204
|
294
$9.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-474K- 85.65% |
$13.7M - $16.1M
|
79.4K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.99KNew |
$57.6K - $67.7K
|
1.99K
$61.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
65New |
$1.88K - $2.21K
|
65
$2K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.45K- 2.74% |
$129K - $151K
|
158K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
20.4KNew |
$589K - $692K
|
20.4K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
160+ 3.95% |
$4.62K - $5.43K
|
4.21K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.45K- 79.77% |
$41.8K - $49.1K
|
367
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.54K+ 3.96% |
$218K - $256K
|
198K
$6.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
668New |
$19.3K - $22.7K
|
668
$20.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
972+ 13.55% |
$28.1K - $33K
|
8.15K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
663+ 6.92% |
$19.2K - $22.5K
|
10.2K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
510+ 6.37% |
$14.7K - $17.3K
|
8.52K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 2.13% |
$644K - $757K
|
1.02M
$31.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-993K- 93.68% |
$28.7M - $33.7M
|
67K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-181- 7.11% |
$5.23K - $6.14K
|
2.37K
$72.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
10.1K+ 0.75% |
$291K - $342K
|
1.36M
$41.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
445KNew |
$12.9M - $15.1M
|
445K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-379K- 36.84% |
$10.9M - $12.9M
|
650K
$20M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430+ 19.21% |
$12.4K - $14.6K
|
2.67K
$82.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52+ 21.94% |
$1.5K - $1.77K
|
289
$8.89K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.91K- 16.2% |
$55K - $64.7K
|
9.86K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.9KNew |
$54.9K - $64.5K
|
1.9K
$58.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
309KNew |
$8.94M - $10.5M
|
309K
$9.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 5.43% |
$297K - $349K
|
200K
$6.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72K+ 29.05% |
$2.08M - $2.44M
|
320K
$9.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.14K- 24.91% |
$33K - $38.8K
|
3.44K
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$2.02K - $2.38K
|
70
$2.15K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.65KNew |
$47.8K - $56.1K
|
1.65K
$50.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.5K+ 7.2% |
$852K - $1M
|
439K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
362+ 3.22% |
$10.5K - $12.3K
|
11.6K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7New |
$202 - $238
|
7
$215
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-422- 14.38% |
$12.2K - $14.3K
|
2.51K
$77.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.11K- 13.95% |
$89.8K - $106K
|
19.2K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
940+ 8.18% |
$27.2K - $31.9K
|
12.4K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
15.4KNew |
$443K - $521K
|
15.4K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$260 - $306
|
9
$277
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 33.26% |
$47.1K - $55.4K
|
3.27K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-12.8K- 3.76% |
$370K - $434K
|
327K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.99K- 1.25% |
$144K - $169K
|
395K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$86.7 - $102
|
3
$92.3
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
162New |
$4.68K - $5.5K
|
162
$4.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.03K+ 58.11% |
$145K - $171K
|
13.7K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.21% |
$664 - $781
|
10.9K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 137.7% |
$94.4K - $111K
|
5.64K
$174K
|