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 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
160+ 76.56% |
$5.3K - $5.81K
|
369
$13.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-152- 0.52% |
$5.04K - $5.52K
|
29.1K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-45- 6.74% |
$1.49K - $1.63K
|
623
$23.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55+ 49.55% |
$1.82K - $2K
|
166
$6.21K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6K+ 1.46% |
$584K - $640K
|
1.22M
$45.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
147New |
$4.87K - $5.34K
|
147
$5.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.36K+ 5.34% |
$310K - $340K
|
185K
$6.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-356K- 26.79% |
$11.8M - $12.9M
|
974K
$36.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
21New |
$696 - $763
|
21
$786
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-316K- 99.35% |
$10.5M - $11.5M
|
2.06K
$77.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-61- 0.45% |
$2.02K - $2.21K
|
13.6K
$510K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-9- 0.14% |
$298 - $327
|
6.38K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
298+ 14.62% |
$9.87K - $10.8K
|
2.34K
$87.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.22K- 53.45% |
$40.6K - $44.4K
|
1.07K
$39.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.11K- 0.5% |
$36.8K - $40.3K
|
220K
$8.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.03K- 15.22% |
$167K - $183K
|
28K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.51K- 1.15% |
$50.1K - $54.9K
|
130K
$4.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14New |
$464 - $508
|
14
$524
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
808New |
$26.8K - $29.3K
|
808
$30.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
557+ 6.95% |
$18.5K - $20.2K
|
8.58K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
273+ 0.08% |
$9.04K - $9.91K
|
325K
$12.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-35- 0.01% |
$1.16K - $1.27K
|
314K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
25.7K+ 10.03% |
$850K - $932K
|
281K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34.4K+ 14.14% |
$1.14M - $1.25M
|
278K
$10.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.43K- 6.33% |
$279K - $306K
|
125K
$4.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-44- 0.26% |
$1.46K - $1.6K
|
17.1K
$640K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
226+ 0.38% |
$7.49K - $8.21K
|
59.4K
$2.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.09K- 26.37% |
$69.1K - $75.8K
|
5.83K
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.64KNew |
$87.6K - $96K
|
2.64K
$99K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.03K- 1.56% |
$34K - $37.2K
|
64.9K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
192+ 0.93% |
$6.36K - $6.97K
|
20.9K
$781K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.59K+ 0.8% |
$152K - $166K
|
576K
$21.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
45.4K+ 57.35% |
$1.5M - $1.65M
|
125K
$4.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 18.66% |
$651K - $714K
|
125K
$4.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-71.8K- 13.78% |
$2.38M - $2.61M
|
449K
$16.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
7.67K+ 10.25% |
$254K - $279K
|
82.5K
$3.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-375- 3.79% |
$12.4K - $13.6K
|
9.53K
$357K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.81K+ 36.31% |
$93K - $102K
|
10.5K
$394K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-5.86K- 1.83% |
$194K - $213K
|
315K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.82KNew |
$193K - $211K
|
5.82K
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.79KNew |
$225K - $247K
|
6.79K
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 18.6% |
$1.33K - $1.45K
|
175
$6.55K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.92K+ 14.87% |
$329K - $360K
|
76.6K
$2.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.9KNew |
$726K - $796K
|
21.9K
$821K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
771+ 1.57% |
$25.5K - $28K
|
49.8K
$1.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.3KNew |
$704K - $772K
|
21.3K
$796K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.1K+ 68.42% |
$202K - $222K
|
15K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.98K- 6.33% |
$165K - $181K
|
73.6K
$2.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.38K+ 1842.67% |
$45.8K - $50.2K
|
1.46K
$54.5K
|
|