Purchases and Sales Made in Q4 2023 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-98.6K- 18.38% |
$2.5M - $2.68M
|
438K
$13.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-146K- 13.7% |
$3.69M - $3.96M
|
919K
$28.7M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-161K- 84.65% |
$4.09M - $4.38M
|
29.3K
$915K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-220K- 10.9% |
$5.58M - $5.98M
|
1.8M
$56.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-372K- 53.98% |
$9.43M - $10.1M
|
317K
$9.93M
|