Purchases and Sales Made in Q1 2023 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$24.9 - $27.4
|
2.12K
$63.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.22% |
$24.9 - $27.4
|
46
$1.37K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.21% |
$74.8 - $82.2
|
1.44K
$43K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6- 3.47% |
$150 - $164
|
167
$4.98K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 50.0% |
$399 - $439
|
16
$477
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-17- 11.56% |
$424 - $466
|
130
$3.87K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-21- 1.1% |
$523 - $576
|
1.89K
$56.4K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-42- 0.06% |
$1.05K - $1.15K
|
70.7K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-51- 1.63% |
$1.27K - $1.4K
|
3.08K
$91.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-53- 4.29% |
$1.32K - $1.45K
|
1.18K
$35.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-84- 0.68% |
$2.09K - $2.3K
|
12.3K
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-89- 50.0% |
$2.22K - $2.44K
|
89
$2.65K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122- 15.64% |
$3.04K - $3.34K
|
658
$19.6K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-161- 11.45% |
$4.01K - $4.41K
|
1.25K
$37.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-169- 4.64% |
$4.21K - $4.63K
|
3.47K
$103K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-221- 26.09% |
$5.51K - $6.06K
|
626
$18.7K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-250- 37.04% |
$6.23K - $6.85K
|
425
$12.7K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-258- 77.71% |
$6.43K - $7.07K
|
74
$2.21K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 18.08% |
$6.48K - $7.13K
|
1.18K
$35.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-302- 77.63% |
$7.53K - $8.28K
|
87
$2.59K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-321- 93.59% |
$8K - $8.8K
|
22
$656
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-353- 0.25% |
$8.8K - $9.68K
|
140K
$4.18M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-366- 0.39% |
$9.12K - $10K
|
93.6K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-408- 0.77% |
$10.2K - $11.2K
|
52.7K
$1.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 4.42% |
$10.6K - $11.6K
|
9.17K
$273K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-425- 3.99% |
$10.6K - $11.6K
|
10.2K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-495- 3.91% |
$12.3K - $13.6K
|
12.2K
$362K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-499- 99.8% |
$12.4K - $13.7K
|
1
$29.8
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-645- 4.77% |
$16.1K - $17.7K
|
12.9K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-645- 4.77% |
$16.1K - $17.7K
|
12.9K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-731- 1.46% |
$18.2K - $20K
|
49.3K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-737- 2.18% |
$18.4K - $20.2K
|
33.1K
$985K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-804- 2.26% |
$20K - $22K
|
34.8K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-880- 1.39% |
$21.9K - $24.1K
|
62.5K
$1.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-905- 6.93% |
$22.6K - $24.8K
|
12.2K
$362K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-920- 0.07% |
$22.9K - $25.2K
|
1.23M
$36.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.09K- 8.24% |
$27.1K - $29.8K
|
12.1K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 9.99% |
$28.1K - $30.9K
|
10.2K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.23K- 4.76% |
$30.6K - $33.6K
|
24.6K
$732K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.27K- 0.41% |
$31.6K - $34.8K
|
309K
$9.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 17.62% |
$32.2K - $35.4K
|
6.04K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.34K- 71.29% |
$33.3K - $36.6K
|
538
$16K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.37K- 7.05% |
$34.2K - $37.6K
|
18.1K
$538K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.47K- 9.19% |
$36.7K - $40.3K
|
14.5K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.54K- 5.1% |
$38.5K - $42.3K
|
28.7K
$856K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.61K- 39.63% |
$40K - $44K
|
2.45K
$72.9K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.9K- 84.82% |
$47.3K - $52.1K
|
340
$10.1K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.97K- 8.47% |
$49.1K - $54.1K
|
21.3K
$635K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.05K- 14.06% |
$51.1K - $56.2K
|
12.5K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.09K- 9.27% |
$52.1K - $57.3K
|
20.5K
$610K
|