Purchases and Sales Made in Q4 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.48K+ 3.91% |
$129K - $152K
|
119K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.13K+ 0.22% |
$119K - $140K
|
1.85M
$55.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 137.7% |
$94.4K - $111K
|
5.64K
$168K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.25K+ 16.45% |
$93.8K - $110K
|
23K
$685K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.21K+ 2.58% |
$92.7K - $109K
|
128K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.18K+ 1.25% |
$91.9K - $108K
|
257K
$7.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.62K+ 0.87% |
$75.7K - $89K
|
304K
$9.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.35K+ 3.48% |
$68K - $79.9K
|
70.1K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 16.16% |
$65.3K - $76.8K
|
16.3K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.97K+ 9.64% |
$56.9K - $66.9K
|
22.4K
$668K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 3.14% |
$53.4K - $62.8K
|
60.7K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.82K+ 1.22% |
$52.5K - $61.7K
|
151K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.73K+ 11.63% |
$50.1K - $58.9K
|
16.6K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.55K+ 0.67% |
$44.7K - $52.5K
|
231K
$6.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.51K+ 3.6% |
$43.7K - $51.4K
|
43.6K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.26K+ 13.36% |
$36.3K - $42.6K
|
10.7K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.25K+ 19.52% |
$36.2K - $42.6K
|
7.68K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.25K+ 18.0% |
$36.1K - $42.5K
|
8.2K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.16K+ 4.03% |
$33.6K - $39.4K
|
30K
$893K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 5268.18% |
$33.5K - $39.3K
|
1.18K
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 0.23% |
$29.2K - $34.3K
|
447K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
958+ 1.59% |
$27.7K - $32.5K
|
61.2K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
754+ 3.96% |
$21.8K - $25.6K
|
19.8K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
654+ 3.96% |
$18.9K - $22.2K
|
17.2K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$17.4K - $20.5K
|
604
$18K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
582+ 3.92% |
$16.8K - $19.8K
|
15.4K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
558+ 88.57% |
$16.1K - $18.9K
|
1.19K
$35.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
488+ 2.35% |
$14.1K - $16.6K
|
21.3K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
475+ 2.53% |
$13.7K - $16.1K
|
19.3K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
426+ 3.49% |
$12.3K - $14.5K
|
12.6K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
419New |
$12.1K - $14.2K
|
419
$12.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
390+ 541.67% |
$11.3K - $13.2K
|
462
$13.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
388New |
$11.2K - $13.2K
|
388
$11.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
377+ 2.15% |
$10.9K - $12.8K
|
17.9K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 3.74% |
$10.9K - $12.8K
|
10.4K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
350+ 0.87% |
$10.1K - $11.9K
|
40.7K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
329New |
$9.5K - $11.2K
|
329
$9.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
302+ 3.45% |
$8.72K - $10.3K
|
9.07K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
290New |
$8.38K - $9.85K
|
290
$8.64K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
274+ 3.83% |
$7.92K - $9.3K
|
7.43K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
268+ 0.54% |
$7.74K - $9.1K
|
49.5K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
245+ 3.58% |
$7.08K - $8.32K
|
7.09K
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
223New |
$6.44K - $7.57K
|
223
$6.65K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
166+ 57.24% |
$4.8K - $5.64K
|
456
$13.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
163+ 1.37% |
$4.71K - $5.53K
|
12.1K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
162New |
$4.68K - $5.5K
|
162
$4.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
152+ 0.47% |
$4.39K - $5.16K
|
32.4K
$967K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
150New |
$4.33K - $5.09K
|
150
$4.47K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
137+ 3.96% |
$3.96K - $4.65K
|
3.6K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
123+ 10.2% |
$3.55K - $4.18K
|
1.33K
$39.6K
|