Purchases and Sales Made in Q1 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2024. 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 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$259K - $282K
|
10.1K
$302K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9.76KNew |
$250K - $272K
|
9.76K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.47KNew |
$242K - $264K
|
9.47K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.42K+ 3.29% |
$241K - $262K
|
295K
$8.8M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.89KNew |
$227K - $247K
|
8.89K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.23KNew |
$211K - $229K
|
8.23K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
7.97K+ 11.56% |
$204K - $222K
|
76.9K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.87K+ 122.67% |
$201K - $219K
|
14.3K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.61KNew |
$195K - $212K
|
7.61K
$227K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.44K+ 18.72% |
$190K - $207K
|
47.2K
$1.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.28KNew |
$186K - $202K
|
7.28K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.13K+ 0.52% |
$182K - $198K
|
1.38M
$41.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.79K+ 6.96% |
$174K - $189K
|
104K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.7K+ 3.52% |
$171K - $186K
|
197K
$5.87M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
6.27K+ 2.13% |
$160K - $175K
|
300K
$8.95M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
6.24K+ 4.16% |
$159K - $174K
|
156K
$4.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.09K+ 60.68% |
$156K - $169K
|
16.1K
$481K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.88K+ 67.42% |
$150K - $164K
|
14.6K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.35K+ 9.11% |
$137K - $149K
|
64.1K
$1.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
5K+ 1.51% |
$128K - $139K
|
335K
$9.99M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.66K+ 2.77% |
$119K - $130K
|
172K
$5.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.61K+ 38.72% |
$118K - $128K
|
16.5K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.45K+ 26.65% |
$114K - $124K
|
21.1K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.03K+ 30.56% |
$103K - $112K
|
17.2K
$513K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.83K+ 4.09% |
$98.1K - $107K
|
97.5K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.79K+ 60.73% |
$96.9K - $105K
|
10K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.6K+ 13.31% |
$92.1K - $100K
|
30.7K
$914K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.57K+ 4.54% |
$91.3K - $99.4K
|
82.2K
$2.45M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.54K+ 14.52% |
$90.6K - $98.6K
|
27.9K
$833K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
3.41K+ 2.47% |
$87.1K - $94.8K
|
141K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.4K+ 13.51% |
$87K - $94.7K
|
28.6K
$852K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.1K+ 7.94% |
$79.2K - $86.1K
|
42.1K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.04K+ 6.99% |
$77.7K - $84.5K
|
46.5K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.85K+ 8.06% |
$72.8K - $79.2K
|
38.1K
$1.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.66K+ 18.13% |
$68K - $74K
|
17.3K
$517K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.54K+ 12.99% |
$64.8K - $70.5K
|
22K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.52K+ 4.49% |
$64.4K - $70.1K
|
58.7K
$1.75M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.24KNew |
$57.2K - $62.2K
|
2.24K
$66.6K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.17KNew |
$55.5K - $60.4K
|
2.17K
$64.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.08KNew |
$53.2K - $57.9K
|
2.08K
$62K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.03K+ 14.67% |
$52K - $56.6K
|
15.9K
$474K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.96K+ 0.9% |
$50.1K - $54.5K
|
219K
$6.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.85K+ 13.27% |
$47.3K - $51.5K
|
15.8K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.63K+ 26.5% |
$41.6K - $45.3K
|
7.77K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.57KNew |
$40.1K - $43.7K
|
1.57K
$46.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.43K+ 3.3% |
$36.6K - $39.8K
|
44.7K
$1.33M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.35KNew |
$34.5K - $37.5K
|
1.35K
$40.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.31KNew |
$33.5K - $36.5K
|
1.31K
$39K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.23K+ 9.8% |
$31.5K - $34.3K
|
13.8K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17K+ 85.6% |
$30K - $32.6K
|
2.54K
$75.7K
|