Latest Institutional Purchases of Schwab Fundamental Emerging Mk (FNDE)
This list provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
28.4KNew |
$940K - $1.03M
|
28.4K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
27.2K+ 374.1% |
$901K - $987K
|
34.5K
$1.29M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.1K+ 13.58% |
$898K - $984K
|
227K
$8.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.3K+ 282.32% |
$871K - $955K
|
35.6K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
25.7K+ 10.03% |
$850K - $932K
|
281K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.9K+ 4.02% |
$759K - $832K
|
593K
$22.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.9KNew |
$726K - $796K
|
21.9K
$821K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.3KNew |
$704K - $772K
|
21.3K
$796K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
20.9K+ 23.91% |
$692K - $758K
|
108K
$4.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
19.9K+ 3.74% |
$659K - $722K
|
552K
$20.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
19.6KNew |
$651K - $713K
|
19.6K
$735K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.1K+ 79.96% |
$634K - $695K
|
43.1K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.5K+ 29.43% |
$614K - $673K
|
81.5K
$3.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6K+ 1.46% |
$584K - $640K
|
1.22M
$45.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$502K - $550K
|
15.1K
$567K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 6.42% |
$478K - $524K
|
239K
$8.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2K+ 9.2% |
$469K - $514K
|
168K
$6.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
13.3K+ 11.15% |
$441K - $483K
|
133K
$4.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$404K - $442K
|
12.2K
$456K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.1K+ 29.66% |
$400K - $438K
|
52.7K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.5K+ 57.55% |
$382K - $419K
|
31.6K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 53.78% |
$379K - $415K
|
32.7K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.4KNew |
$376K - $412K
|
11.4K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.3K+ 3.67% |
$374K - $410K
|
319K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2KNew |
$371K - $407K
|
11.2K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 29.13% |
$348K - $381K
|
46.6K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.5KNew |
$347K - $380K
|
10.5K
$392K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.92K+ 14.87% |
$329K - $360K
|
76.6K
$2.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.64K+ 6.75% |
$319K - $350K
|
153K
$5.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.36K+ 5.34% |
$310K - $340K
|
185K
$6.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.02KNew |
$299K - $327K
|
9.02K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.98K+ 1.72% |
$264K - $290K
|
472K
$17.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.93KNew |
$263K - $288K
|
7.93K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.77K+ 5.53% |
$257K - $282K
|
148K
$5.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
7.67K+ 10.25% |
$254K - $279K
|
82.5K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.47K+ 36.14% |
$248K - $271K
|
28.2K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
7.44K+ 17.4% |
$247K - $270K
|
50.2K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$232K - $254K
|
7.01K
$262K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.92KNew |
$229K - $251K
|
6.92K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.79KNew |
$225K - $247K
|
6.79K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.73K+ 5.53% |
$223K - $244K
|
128K
$4.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.51KNew |
$216K - $236K
|
6.51K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.31KNew |
$209K - $229K
|
6.31K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.29KNew |
$208K - $228K
|
6.29K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.29KNew |
$208K - $228K
|
6.29K
$236K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.1K+ 68.42% |
$202K - $222K
|
15K
$562K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6K+ 18.19% |
$199K - $218K
|
39K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.86K+ 11.46% |
$194K - $213K
|
57K
$2.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.82KNew |
$193K - $211K
|
5.82K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.79KNew |
$192K - $210K
|
5.79K
$217K
|
|