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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.67KNew |
$188K - $206K
|
5.67K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.57KNew |
$184K - $202K
|
5.57K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.56K+ 28.77% |
$184K - $202K
|
24.9K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.55K+ 28.75% |
$184K - $202K
|
24.9K
$930K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.41K+ 9.28% |
$179K - $196K
|
63.6K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.37K+ 28.41% |
$178K - $195K
|
24.3K
$909K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.84K+ 8.06% |
$160K - $176K
|
64.9K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.59K+ 0.8% |
$152K - $166K
|
576K
$21.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
4.51K+ 24.69% |
$149K - $164K
|
22.8K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5K+ 61.59% |
$149K - $163K
|
11.8K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.37K+ 183.04% |
$145K - $159K
|
6.76K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.91K+ 108.01% |
$130K - $142K
|
7.53K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.79K+ 1.72% |
$126K - $138K
|
224K
$8.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.43KNew |
$114K - $125K
|
3.43K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.43K+ 11.73% |
$113K - $124K
|
32.6K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.23K+ 19.19% |
$107K - $117K
|
20.1K
$751K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.12K+ 15.29% |
$103K - $113K
|
23.5K
$879K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.95K+ 24.76% |
$97.6K - $107K
|
14.9K
$556K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.84K+ 29.36% |
$94K - $103K
|
12.5K
$468K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.81K+ 36.31% |
$93K - $102K
|
10.5K
$394K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.77KNew |
$91.9K - $101K
|
2.77K
$104K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.64KNew |
$87.6K - $96K
|
2.64K
$99K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.55K+ 9.67% |
$84.3K - $92.4K
|
28.9K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 57.07% |
$80.9K - $88.7K
|
6.72K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.44K+ 2.67% |
$80.8K - $88.5K
|
93.7K
$3.51M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$74.9K - $82.1K
|
2.26K
$84.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.08K+ 1.59% |
$68.7K - $75.3K
|
132K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.04K+ 0.34% |
$67.6K - $74.1K
|
605K
$22.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$63.2K - $69.2K
|
1.91K
$71.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.63K+ 1718.95% |
$54.1K - $59.3K
|
1.73K
$64.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.38KNew |
$45.8K - $50.2K
|
1.38K
$51.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.38K+ 1842.67% |
$45.8K - $50.2K
|
1.46K
$54.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 1.88% |
$43.4K - $47.6K
|
71.1K
$2.66M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.27KNew |
$41.9K - $45.9K
|
1.27K
$47.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.26K+ 95.03% |
$41.8K - $45.9K
|
2.59K
$97K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.22KNew |
$40.4K - $44.2K
|
1.22K
$45.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 68.52% |
$40K - $43.9K
|
2.97K
$111K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.19K+ 8.52% |
$39.4K - $43.2K
|
15.1K
$567K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07KNew |
$35.3K - $38.7K
|
1.07K
$39.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 1.46% |
$35.2K - $38.6K
|
74K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 9.49% |
$34.4K - $37.7K
|
12K
$448K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
986New |
$32.7K - $35.8K
|
986
$36.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
808New |
$26.8K - $29.3K
|
808
$30.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
739+ 2.99% |
$24.5K - $26.8K
|
25.4K
$951K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
722+ 1.73% |
$23.9K - $26.2K
|
42.5K
$1.59M
|
|