Purchases and Sales Made in Q3 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.45M+ 1.2% |
$48M - $52.7M
|
122M
$4.56B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
301K+ 12.05% |
$9.97M - $10.9M
|
2.8M
$105M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
214KNew |
$7.09M - $7.77M
|
214K
$8.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 55.39% |
$4.95M - $5.43M
|
420K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
148KNew |
$4.9M - $5.37M
|
148K
$5.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 6.36% |
$4.67M - $5.12M
|
2.36M
$88.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
93.9KNew |
$3.11M - $3.41M
|
93.9K
$3.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
92.6K+ 15.5% |
$3.07M - $3.36M
|
690K
$25.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
91.3K+ 16.26% |
$3.02M - $3.32M
|
653K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.6K+ 10.19% |
$2.6M - $2.85M
|
849K
$31.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
71.3K+ 33.44% |
$2.36M - $2.59M
|
284K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69K+ 258.15% |
$2.28M - $2.5M
|
95.7K
$3.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57.5K+ 30.27% |
$1.9M - $2.09M
|
247K
$9.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
57.3KNew |
$1.9M - $2.08M
|
57.3K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
49.8K+ 258.38% |
$1.65M - $1.81M
|
69.1K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.9K+ 26.65% |
$1.62M - $1.78M
|
232K
$8.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
45.4K+ 57.35% |
$1.5M - $1.65M
|
125K
$4.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
43.2K+ 9.68% |
$1.43M - $1.57M
|
490K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42.4K+ 16.12% |
$1.4M - $1.54M
|
305K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.9K+ 10.38% |
$1.35M - $1.48M
|
435K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
40.7K+ 10.29% |
$1.35M - $1.48M
|
437K
$16.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34.4K+ 14.14% |
$1.14M - $1.25M
|
278K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
30.4K+ 10.96% |
$1.01M - $1.1M
|
307K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.6K+ 28.04% |
$980K - $1.07M
|
135K
$5.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29.3K+ 5.0% |
$970K - $1.06M
|
615K
$23M
|
|
|
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 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
25K+ 57.37% |
$828K - $907K
|
68.5K
$2.57M
|
|
|
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 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
21.3K+ 5.81% |
$704K - $772K
|
387K
$14.5M
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 18.66% |
$651K - $714K
|
125K
$4.68M
|
|
|
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
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 7.66% |
$470K - $515K
|
200K
$7.47M
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.8K+ 2.81% |
$391K - $428K
|
432K
$16.2M
|
|