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
|
Russell Investments Group, Ltd.
|
BUY
|
- |
712+ 217.07% |
$23.6K - $25.9K
|
1.04K
$38.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
710+ 5.83% |
$23.5K - $25.8K
|
12.9K
$482K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
610+ 4.94% |
$20.2K - $22.1K
|
12.9K
$485K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
557+ 6.95% |
$18.5K - $20.2K
|
8.58K
$321K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
540New |
$17.9K - $19.6K
|
540
$20.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
426+ 8.41% |
$14.1K - $15.5K
|
5.49K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
361+ 2.32% |
$12K - $13.1K
|
15.9K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 4.96% |
$11.6K - $12.7K
|
7.42K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
330+ 2.37% |
$10.9K - $12K
|
14.3K
$533K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
324New |
$10.7K - $11.8K
|
324
$12.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
309+ 4.26% |
$10.2K - $11.2K
|
7.57K
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
298+ 14.62% |
$9.87K - $10.8K
|
2.34K
$87.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
273+ 0.08% |
$9.04K - $9.91K
|
325K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
263+ 0.95% |
$8.71K - $9.55K
|
28.1K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
254New |
$8.42K - $9.22K
|
254
$9.51K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
246+ 38.68% |
$8.15K - $8.93K
|
882
$33K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$7.65K - $8.39K
|
231
$8.65K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
201+ 0.27% |
$6.66K - $7.3K
|
73.3K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
192+ 0.93% |
$6.36K - $6.97K
|
20.9K
$781K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
161+ 0.23% |
$5.33K - $5.85K
|
70.6K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
160+ 76.56% |
$5.3K - $5.81K
|
369
$13.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
151+ 1.26% |
$5K - $5.48K
|
12.2K
$455K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
147New |
$4.87K - $5.34K
|
147
$5.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137+ 1.14% |
$4.54K - $4.97K
|
12.1K
$454K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
134New |
$4.44K - $4.87K
|
134
$5.02K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
130New |
$4.31K - $4.72K
|
130
$4.87K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
118+ 4.4% |
$3.91K - $4.28K
|
2.8K
$105K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108+ 0.82% |
$3.58K - $3.92K
|
13.3K
$497K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
81New |
$2.68K - $2.94K
|
81
$3.03K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
72+ 0.82% |
$2.39K - $2.61K
|
8.89K
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
66+ 0.23% |
$2.19K - $2.4K
|
28.4K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
58+ 0.39% |
$1.92K - $2.11K
|
15.1K
$564K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55+ 49.55% |
$1.82K - $2K
|
166
$6.21K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 1.44% |
$1.56K - $1.71K
|
3.32K
$124K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
43New |
$1.42K - $1.56K
|
43
$1.61K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$861 - $944
|
26
$973
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.67% |
$795 - $871
|
3.63K
$136K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
21New |
$696 - $763
|
21
$786
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
19New |
$629 - $690
|
19
$711
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17+ 22.08% |
$563 - $617
|
94
$3.52K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15New |
$497 - $545
|
15
$561
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14New |
$464 - $508
|
14
$524
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.13% |
$464 - $508
|
10.4K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
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
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
241K+ 371.43% |
$6.43M - $7.98M
|
306K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
222KNew |
$5.92M - $7.35M
|
222K
$8.32M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
98.6K+ 5.96% |
$2.63M - $3.26M
|
1.75M
$65.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
70.5KNew |
$1.88M - $2.33M
|
70.5K
$2.64M
|
|