Purchases and Sales Made in Q4 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
293KNew |
$10.2M - $11M
|
293K
$11M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
102K+ 23.68% |
$3.56M - $3.85M
|
534K
$20M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
96.2K+ 34.63% |
$3.35M - $3.63M
|
374K
$14M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
64.3K+ 93.12% |
$2.24M - $2.42M
|
133K
$4.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 9.93% |
$854K - $925K
|
272K
$10.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
21.8K+ 9.86% |
$758K - $822K
|
243K
$9.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.1K+ 20.63% |
$492K - $533K
|
82.7K
$3.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
13.9K+ 3.58% |
$482K - $523K
|
401K
$15M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3.83% |
$479K - $519K
|
374K
$14M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.1K+ 8.89% |
$387K - $419K
|
136K
$5.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$364K - $395K
|
10.5K
$392K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.64KNew |
$266K - $288K
|
7.64K
$286K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.44KNew |
$224K - $243K
|
6.44K
$241K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.85K+ 19.57% |
$134K - $145K
|
23.5K
$881K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.93K+ 4.93% |
$102K - $110K
|
62.3K
$2.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.9K+ 2.87% |
$101K - $109K
|
104K
$3.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.31K+ 3.45% |
$80.2K - $87K
|
69.1K
$2.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 5.95% |
$73.7K - $79.9K
|
37.7K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.9K+ 5.88% |
$66.2K - $71.7K
|
34.3K
$1.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.8K+ 3.47% |
$62.7K - $68K
|
53.8K
$2.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 10.99% |
$50.3K - $54.5K
|
14.6K
$547K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.09K+ 4.48% |
$37.8K - $41K
|
25.3K
$949K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
847+ 2.43% |
$29.5K - $31.9K
|
35.7K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
829+ 4.59% |
$28.8K - $31.2K
|
18.9K
$707K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
792+ 13.42% |
$27.5K - $29.9K
|
6.7K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
770+ 3.06% |
$26.8K - $29K
|
26K
$971K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
743+ 0.7% |
$25.8K - $28K
|
107K
$4.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
705+ 12.45% |
$24.5K - $26.6K
|
6.37K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
364+ 2.4% |
$12.7K - $13.7K
|
15.5K
$581K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
364New |
$12.7K - $13.7K
|
364
$13.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
350+ 15.7% |
$12.2K - $13.2K
|
2.58K
$96.6K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
241+ 0.66% |
$8.38K - $9.08K
|
37K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
222+ 3.13% |
$7.72K - $8.37K
|
7.31K
$274K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
95+ 2.62% |
$3.3K - $3.58K
|
3.72K
$139K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
91+ 0.16% |
$3.16K - $3.43K
|
57.4K
$2.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
73+ 13.18% |
$2.54K - $2.75K
|
627
$23.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 4.69% |
$1.74K - $1.88K
|
1.12K
$41.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.63% |
$243 - $264
|
200
$7.49K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-198- 0.4% |
$6.89K - $7.46K
|
49.6K
$1.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-234- 2.46% |
$8.14K - $8.82K
|
9.29K
$348K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-379- 0.36% |
$13.2K - $14.3K
|
104K
$3.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-797- 5.37% |
$27.7K - $30K
|
14.1K
$526K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.51K- 1.9% |
$87.3K - $94.6K
|
130K
$4.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.57K- 45.71% |
$89.2K - $96.7K
|
3.05K
$114K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.76K- 99.35% |
$95.9K - $104K
|
18
$674
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.88K- 64.95% |
$204K - $222K
|
3.17K
$119K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-12.8K- 3.5% |
$447K - $484K
|
354K
$13.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-14.6K- 1.14% |
$507K - $550K
|
1.26M
$47.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-68K- 71.04% |
$2.36M - $2.56M
|
27.7K
$1.04M
|
|