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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.32K- 1.33% |
$43.6K - $47.8K
|
97.5K
$3.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.95K+ 24.76% |
$97.6K - $107K
|
14.9K
$556K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.65K- 0.43% |
$253K - $278K
|
1.77M
$66.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 0.16% |
$364 - $399
|
7.04K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.64K+ 6.75% |
$319K - $350K
|
153K
$5.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.23K- 2.15% |
$206K - $226K
|
284K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.51K- 47.34% |
$50.2K - $55K
|
1.68K
$63K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-183- 1.98% |
$6.06K - $6.64K
|
9.05K
$339K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-390- 0.62% |
$12.9K - $14.2K
|
62.9K
$2.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
610+ 4.94% |
$20.2K - $22.1K
|
12.9K
$485K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-12K- 1.89% |
$398K - $436K
|
624K
$23.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.12K+ 15.29% |
$103K - $113K
|
23.5K
$879K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-6.75K- 26.12% |
$223K - $245K
|
19.1K
$714K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-164- 26.24% |
$5.43K - $5.95K
|
461
$17.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
66+ 0.23% |
$2.19K - $2.4K
|
28.4K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
20.9K+ 23.91% |
$692K - $758K
|
108K
$4.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.71K+ 15.96% |
$89.7K - $98.3K
|
19.7K
$737K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27K- 2.07% |
$896K - $982K
|
1.28M
$47.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
151+ 1.26% |
$5K - $5.48K
|
12.2K
$455K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.22KNew |
$40.4K - $44.2K
|
1.22K
$45.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
148KNew |
$4.9M - $5.37M
|
148K
$5.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-8.65K- 5.27% |
$287K - $314K
|
155K
$5.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.67KNew |
$188K - $206K
|
5.67K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.38KNew |
$45.8K - $50.2K
|
1.38K
$51.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.52K- 1.44% |
$216K - $237K
|
445K
$16.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-446- 7.02% |
$14.8K - $16.2K
|
5.9K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-8.53K- 3.71% |
$283K - $310K
|
221K
$8.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
92.6K+ 15.5% |
$3.07M - $3.36M
|
690K
$25.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-245- 1.42% |
$8.12K - $8.9K
|
17K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.37K+ 28.41% |
$178K - $195K
|
24.3K
$909K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.82K+ 0.51% |
$60.3K - $66.1K
|
360K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.99K- 51.63% |
$198K - $218K
|
5.61K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
130New |
$4.31K - $4.72K
|
130
$4.87K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.31K- 8.0% |
$110K - $120K
|
38.1K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$861 - $944
|
26
$973
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.94K+ 2.99% |
$97.3K - $107K
|
101K
$3.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7- 0.25% |
$232 - $254
|
2.82K
$106K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 1.44% |
$1.56K - $1.71K
|
3.32K
$124K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69K+ 258.15% |
$2.28M - $2.5M
|
95.7K
$3.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-437- 35.36% |
$14.5K - $15.9K
|
799
$29.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.73K+ 5.53% |
$223K - $244K
|
128K
$4.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.33K- 2.19% |
$110K - $121K
|
149K
$5.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.56K- 2.26% |
$118K - $129K
|
154K
$5.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.13% |
$464 - $508
|
10.4K
$391K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57.5K+ 30.27% |
$1.9M - $2.09M
|
247K
$9.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$404K - $442K
|
12.2K
$456K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.91K- 6.14% |
$96.2K - $105K
|
44.4K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-30- 5.08% |
$994 - $1.09K
|
560
$21K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
986New |
$32.7K - $35.8K
|
986
$36.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.3K+ 282.32% |
$871K - $955K
|
35.6K
$1.33M
|
|