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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$26.7 - $33.1
|
193
$7.22K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
423+ 1.96% |
$11.3K - $14K
|
22.1K
$826K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
436New |
$11.6K - $14.4K
|
436
$16.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.48K+ 7.11% |
$39.4K - $48.9K
|
22.2K
$832K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.25KNew |
$193K - $240K
|
7.25K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207+ 0.34% |
$5.52K - $6.85K
|
60.9K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1- 2.63% |
$26.7 - $33.1
|
37
$1.38K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
48New |
$1.28K - $1.59K
|
48
$1.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$507 - $629
|
19
$711
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
133New |
$3.55K - $4.4K
|
133
$4.98K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.72KNew |
$45.9K - $56.9K
|
1.72K
$64.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
139New |
$3.71K - $4.6K
|
139
$5.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.42KNew |
$37.9K - $47.1K
|
1.42K
$53.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-291- 3.21% |
$7.76K - $9.63K
|
8.77K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.39KNew |
$170K - $212K
|
6.39K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.44% |
$427 - $529
|
3.63K
$136K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 84.42% |
$10.4K - $12.9K
|
72
$2.69K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-34- 2.54% |
$906 - $1.13K
|
1.31K
$48.9K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13New |
$365 - $416
|
13
$487
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
35New |
$984 - $1.12K
|
35
$1.31K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-118- 0.77% |
$3.32K - $3.78K
|
15.2K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 7.93% |
$353K - $401K
|
146K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.8KNew |
$555K - $632K
|
19.8K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.91K+ 53.44% |
$53.7K - $61.2K
|
5.49K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
223KNew |
$6.27M - $7.14M
|
223K
$8.35M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
42.5K+ 22023.32% |
$1.19M - $1.36M
|
42.7K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 1.0% |
$281 - $320
|
995
$37.2K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.33KNew |
$206K - $234K
|
7.33K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-24- 5.16% |
$675 - $768
|
441
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 72.7% |
$1.56M - $1.78M
|
20.9K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-350K- 71.2% |
$9.82M - $11.2M
|
141K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 130.57% |
$8.4K - $9.57K
|
528
$19.8K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42KNew |
$40K - $45.5K
|
1.42K
$53.2K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.28K- 26.71% |
$64K - $72.8K
|
6.24K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103New |
$2.9K - $3.3K
|
103
$3.86K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.07% |
$169 - $192
|
8.27K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.79KNew |
$275K - $313K
|
9.79K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.36K+ 2125.0% |
$38.2K - $43.5K
|
1.42K
$53.3K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
366+ 1016.67% |
$10.3K - $11.7K
|
402
$15K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.51KNew |
$239K - $272K
|
8.51K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.61K+ 5.99% |
$73.4K - $83.6K
|
46.2K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.42K- 18.25% |
$39.9K - $45.5K
|
6.37K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
135New |
$3.79K - $4.32K
|
135
$5.05K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-188K- 82.88% |
$5.28M - $6.01M
|
38.8K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
130New |
$3.65K - $4.16K
|
130
$4.87K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.6K- 39.74% |
$887K - $1.01M
|
47.8K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
537New |
$15.1K - $17.2K
|
537
$20.1K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
189New |
$5.31K - $6.05K
|
189
$7.07K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
10KNew |
$281K - $320K
|
10K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
78+ 62.4% |
$2.19K - $2.5K
|
203
$7.6K
|
|