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 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-39- 4.64% |
$1.29K - $1.42K
|
802
$30K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$7.65K - $8.39K
|
231
$8.65K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.41K+ 9.28% |
$179K - $196K
|
63.6K
$2.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.72K- 5.31% |
$57K - $62.5K
|
30.7K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.77KNew |
$91.9K - $101K
|
2.77K
$104K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.02KNew |
$299K - $327K
|
9.02K
$338K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07KNew |
$35.3K - $38.7K
|
1.07K
$39.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-476- 91.01% |
$15.8K - $17.3K
|
47
$1.76K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
43New |
$1.42K - $1.56K
|
43
$1.61K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-846- 27.25% |
$28K - $30.7K
|
2.26K
$84.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-691- 1.68% |
$22.9K - $25.1K
|
40.5K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.52K- 5.07% |
$216K - $237K
|
122K
$4.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.3K+ 2.92% |
$43.1K - $47.3K
|
45.9K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 9.49% |
$34.4K - $37.7K
|
12K
$448K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.8K+ 2.81% |
$391K - $428K
|
432K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.46K+ 8.77% |
$48.2K - $52.8K
|
18.1K
$676K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.57KNew |
$184K - $202K
|
5.57K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.3K+ 3.67% |
$374K - $410K
|
319K
$11.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.92KNew |
$229K - $251K
|
6.92K
$259K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.7K- 6.55% |
$89.4K - $98K
|
38.5K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-2- 0.01% |
$66.3 - $72.6
|
36.8K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
710+ 5.83% |
$23.5K - $25.8K
|
12.9K
$482K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
81New |
$2.68K - $2.94K
|
81
$3.03K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
134New |
$4.44K - $4.87K
|
134
$5.02K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.95K- 56.93% |
$97.7K - $107K
|
2.23K
$83.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.87K+ 1.83% |
$62.1K - $68K
|
104K
$3.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
21.3K+ 5.81% |
$704K - $772K
|
387K
$14.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
49.8K+ 258.38% |
$1.65M - $1.81M
|
69.1K
$2.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
930+ 2.96% |
$30.8K - $33.8K
|
32.4K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.19K+ 1.13% |
$39.4K - $43.2K
|
106K
$3.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
57.3KNew |
$1.9M - $2.08M
|
57.3K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.09K- 33.08% |
$136K - $149K
|
8.28K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
246+ 38.68% |
$8.15K - $8.93K
|
882
$33K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
344+ 1.44% |
$11.4K - $12.5K
|
24.3K
$908K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-169- 1.27% |
$5.6K - $6.14K
|
13.2K
$493K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.84K+ 8.06% |
$160K - $176K
|
64.9K
$2.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-35.6K- 92.45% |
$1.18M - $1.29M
|
2.91K
$109K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-9.39K- 2.5% |
$311K - $341K
|
366K
$13.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.73K- 2.52% |
$57.1K - $62.6K
|
66.8K
$2.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-795- 3.06% |
$26.3K - $28.9K
|
25.2K
$943K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-350- 0.67% |
$11.6K - $12.7K
|
52K
$1.95M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.52K- 2.87% |
$121K - $150K
|
153K
$5.73M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
95New |
$2.53K - $3.14K
|
95
$3.56K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
214+ 46.62% |
$5.71K - $7.08K
|
673
$25.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$508K - $631K
|
19.1K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
618K+ 2923.97% |
$16.5M - $20.5M
|
639K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-21- 5.69% |
$560 - $695
|
348
$13K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 25.27% |
$28.4K - $35.2K
|
5.28K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
31.7KNew |
$846K - $1.05M
|
31.7K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-169- 15.36% |
$4.51K - $5.59K
|
931
$34.8K
|
|