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 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.51KNew |
$216K - $236K
|
6.51K
$243K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
201+ 0.27% |
$6.66K - $7.3K
|
73.3K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
309+ 4.26% |
$10.2K - $11.2K
|
7.57K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.45M+ 1.2% |
$48M - $52.7M
|
122M
$4.56B
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.67% |
$795 - $871
|
3.63K
$136K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
13.3K+ 11.15% |
$441K - $483K
|
133K
$4.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-698- 10.07% |
$23.1K - $25.3K
|
6.23K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-1.02K- 3.43% |
$33.8K - $37K
|
28.7K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29.3K+ 5.0% |
$970K - $1.06M
|
615K
$23M
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-70- 0.98% |
$2.32K - $2.54K
|
7.09K
$265K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
7.44K+ 17.4% |
$247K - $270K
|
50.2K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 4.56% |
$1.99K - $2.18K
|
1.26K
$47K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
30.4K+ 10.96% |
$1.01M - $1.1M
|
307K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-362- 79.04% |
$12K - $13.1K
|
96
$3.59K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 53.78% |
$379K - $415K
|
32.7K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 6.42% |
$478K - $524K
|
239K
$8.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.63K+ 1718.95% |
$54.1K - $59.3K
|
1.73K
$64.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$502K - $550K
|
15.1K
$567K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
25K+ 57.37% |
$828K - $907K
|
68.5K
$2.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-1.7K- 11.42% |
$56.3K - $61.7K
|
13.2K
$494K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
93.9KNew |
$3.11M - $3.41M
|
93.9K
$3.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.08K+ 1.59% |
$68.7K - $75.3K
|
132K
$4.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.23K+ 19.19% |
$107K - $117K
|
20.1K
$751K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
361+ 2.32% |
$12K - $13.1K
|
15.9K
$597K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
118+ 4.4% |
$3.91K - $4.28K
|
2.8K
$105K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-890- 1.07% |
$29.5K - $32.3K
|
82.4K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.56K+ 28.77% |
$184K - $202K
|
24.9K
$931K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.61K- 5.85% |
$53.2K - $58.4K
|
25.9K
$968K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.77K+ 5.53% |
$257K - $282K
|
148K
$5.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.56K- 18.36% |
$84.8K - $93K
|
11.4K
$426K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.86K+ 11.46% |
$194K - $213K
|
57K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.84K- 52.34% |
$60.9K - $66.7K
|
1.67K
$62.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-297- 0.71% |
$9.84K - $10.8K
|
41.5K
$1.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5K+ 61.59% |
$149K - $163K
|
11.8K
$442K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.13K- 7.74% |
$137K - $150K
|
49.2K
$1.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-12K- 6.45% |
$399K - $437K
|
175K
$6.54M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-183- 1.19% |
$6.06K - $6.64K
|
15.2K
$567K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
4.51K+ 24.69% |
$149K - $164K
|
22.8K
$852K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
58+ 0.39% |
$1.92K - $2.11K
|
15.1K
$564K
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
214KNew |
$7.09M - $7.77M
|
214K
$8.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
324New |
$10.7K - $11.8K
|
324
$12.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
161+ 0.23% |
$5.33K - $5.85K
|
70.6K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.26K+ 95.03% |
$41.8K - $45.9K
|
2.59K
$97K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.74K- 94.87% |
$256K - $281K
|
419
$15.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.19K+ 8.52% |
$39.4K - $43.2K
|
15.1K
$567K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
640+ 1.87% |
$21.2K - $23.2K
|
34.8K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
27.2K+ 374.1% |
$901K - $987K
|
34.5K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.1K+ 29.66% |
$400K - $438K
|
52.7K
$1.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
739+ 2.99% |
$24.5K - $26.8K
|
25.4K
$951K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.79KNew |
$192K - $210K
|
5.79K
$217K
|
|