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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.9KNew |
$54.9K - $64.5K
|
1.9K
$71.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.65KNew |
$47.8K - $56.1K
|
1.65K
$61.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.51K+ 3.6% |
$43.7K - $51.4K
|
43.6K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
329New |
$9.5K - $11.2K
|
329
$12.3K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
308New |
$8.9K - $10.5K
|
308
$11.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
290New |
$8.38K - $9.85K
|
290
$10.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
166+ 57.24% |
$4.8K - $5.64K
|
456
$17.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
162New |
$4.68K - $5.5K
|
162
$6.06K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
150New |
$4.33K - $5.09K
|
150
$5.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
122+ 0.67% |
$3.52K - $4.14K
|
18.5K
$691K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
113New |
$3.26K - $3.84K
|
113
$4.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 47.17% |
$2.89K - $3.4K
|
312
$11.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
73New |
$2.11K - $2.48K
|
73
$2.73K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
65New |
$1.88K - $2.21K
|
65
$2.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
44New |
$1.27K - $1.49K
|
44
$1.65K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 3.89% |
$1.16K - $1.36K
|
1.07K
$39.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35New |
$1.01K - $1.19K
|
35
$1.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$578 - $679
|
20
$749
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$260 - $306
|
9
$337
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7New |
$202 - $238
|
7
$262
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$86.7 - $102
|
3
$112
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 3.17% |
$57.8 - $67.9
|
65
$2.43K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.5KNew |
$658K - $768K
|
23.5K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$323K - $377K
|
11.5K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.45K+ 73.91% |
$209K - $243K
|
17.5K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.73KNew |
$189K - $220K
|
6.73K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$78.5K - $91.5K
|
2.8K
$105K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.06KNew |
$57.6K - $67.2K
|
2.06K
$77K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
877New |
$24.6K - $28.7K
|
877
$32.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$22.4K - $26.1K
|
800
$29.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
780New |
$21.9K - $25.5K
|
780
$29.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
396New |
$11.1K - $12.9K
|
396
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
350+ 0.22% |
$9.81K - $11.4K
|
157K
$5.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
194New |
$5.44K - $6.34K
|
194
$7.26K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$5.18K - $6.05K
|
185
$6.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
180New |
$5.04K - $5.88K
|
180
$6.74K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
164New |
$4.6K - $5.36K
|
164
$6.14K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
152+ 2.01% |
$4.26K - $4.97K
|
7.71K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139New |
$3.89K - $4.54K
|
139
$5.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
103New |
$2.89K - $3.37K
|
103
$3.86K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.74% |
$140 - $163
|
678
$25.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.79% |
$28 - $32.7
|
128
$4.79K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
23.1KNew |
$627K - $708K
|
23.1K
$863K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
16.1KNew |
$437K - $493K
|
16.1K
$601K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
13.2K+ 166.75% |
$359K - $405K
|
21.1K
$790K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.53KNew |
$96.1K - $108K
|
3.53K
$132K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$74.9K - $84.6K
|
2.76K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$28.6K - $32.3K
|
1.05K
$39.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
876New |
$23.8K - $26.9K
|
876
$32.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
750New |
$20.4K - $23K
|
750
$28.1K
|
|