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 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
488+ 2.35% |
$14.1K - $16.6K
|
21.3K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.35K+ 4.33% |
$270K - $317K
|
225K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.53K+ 12.8% |
$275K - $324K
|
84K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
73New |
$2.11K - $2.48K
|
73
$2.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
229New |
$6.62K - $7.77K
|
229
$7.05K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
245+ 3.58% |
$7.08K - $8.32K
|
7.09K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 40.52% |
$1.01M - $1.18M
|
51.2K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 16.16% |
$65.3K - $76.8K
|
16.3K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.97KNew |
$201K - $236K
|
6.97K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
754+ 3.96% |
$21.8K - $25.6K
|
19.8K
$609K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.25K+ 19.52% |
$36.2K - $42.6K
|
7.68K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
558+ 88.57% |
$16.1K - $18.9K
|
1.19K
$36.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-386K- 0.31% |
$11.2M - $13.1M
|
123M
$3.8B
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.62K+ 0.87% |
$75.7K - $89K
|
304K
$9.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.5K- 0.34% |
$362K - $426K
|
3.68M
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
18.6K+ 5802.81% |
$536K - $630K
|
18.9K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 31.88% |
$30.2K - $35.5K
|
2.23K
$68.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 1.23% |
$1.16K - $1.36K
|
3.3K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
497KNew |
$14.3M - $16.9M
|
497K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.28KNew |
$239K - $281K
|
8.28K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
152+ 0.47% |
$4.39K - $5.16K
|
32.4K
$998K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
166+ 57.24% |
$4.8K - $5.64K
|
456
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
104KNew |
$3.02M - $3.54M
|
104K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.25K+ 18.0% |
$36.1K - $42.5K
|
8.2K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78+ 0.27% |
$2.25K - $2.65K
|
28.7K
$882K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 5268.18% |
$33.5K - $39.3K
|
1.18K
$36.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
290New |
$8.38K - $9.85K
|
290
$8.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.91K+ 73.44% |
$199K - $234K
|
16.3K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.11KNew |
$234K - $275K
|
8.11K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.7K- 51.2% |
$366K - $430K
|
12.1K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15K- 27.31% |
$91.1K - $107K
|
8.4K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-706- 5.03% |
$20.4K - $24K
|
13.3K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.51K+ 3.6% |
$43.7K - $51.4K
|
43.6K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
31.8K+ 16.35% |
$920K - $1.08M
|
227K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.73K+ 11.63% |
$50.1K - $58.9K
|
16.6K
$512K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-750- 1.62% |
$21.7K - $25.5K
|
45.5K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
42.8KNew |
$1.24M - $1.45M
|
42.8K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
16.2K+ 2.66% |
$469K - $551K
|
627K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.21K+ 2.58% |
$92.7K - $109K
|
128K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.97K- 1.57% |
$259K - $305K
|
561K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-84.7K- 23.67% |
$2.45M - $2.88M
|
273K
$8.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.55K+ 0.67% |
$44.7K - $52.5K
|
231K
$7.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
42.3K+ 32.16% |
$1.22M - $1.44M
|
174K
$5.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
186K+ 419.99% |
$5.36M - $6.3M
|
230K
$7.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
96.2K+ 44.63% |
$2.78M - $3.27M
|
312K
$9.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.3K+ 19.84% |
$934K - $1.1M
|
195K
$6.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.16K+ 4.03% |
$33.6K - $39.4K
|
30K
$922K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
329New |
$9.5K - $11.2K
|
329
$10.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-918- 22.03% |
$26.5K - $31.2K
|
3.25K
$100K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.6K+ 6.19% |
$596K - $701K
|
354K
$10.9M
|