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 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
122+ 0.67% |
$3.52K - $4.14K
|
18.5K
$550K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
113New |
$3.26K - $3.84K
|
113
$3.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 47.17% |
$2.89K - $3.4K
|
312
$9.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
84+ 0.83% |
$2.43K - $2.85K
|
10.2K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78+ 0.27% |
$2.25K - $2.65K
|
28.7K
$854K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
52+ 9.81% |
$1.5K - $1.77K
|
582
$17.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 1.23% |
$1.16K - $1.36K
|
3.3K
$98.3K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 3.89% |
$1.16K - $1.36K
|
1.07K
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30+ 3.96% |
$867 - $1.02K
|
787
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23New |
$664 - $781
|
23
$685
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$578 - $679
|
20
$596
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.11% |
$318 - $373
|
9.77K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10+ 2.72% |
$289 - $340
|
377
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 4.35% |
$231 - $272
|
192
$5.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 13.95% |
$173 - $204
|
49
$1.46K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3New |
$86.7 - $102
|
3
$89.4
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 4.35% |
$57.8 - $67.9
|
48
$1.43K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$28.9 - $34
|
1.59K
$47.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49- 0.04% |
$1.42K - $1.66K
|
115K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-68- 0.33% |
$1.96K - $2.31K
|
20.8K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-83- 2.78% |
$2.4K - $2.82K
|
2.91K
$86.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-104- 10.83% |
$3K - $3.53K
|
856
$25.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-105- 4.51% |
$3.03K - $3.56K
|
2.22K
$66.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-125- 3.34% |
$3.61K - $4.24K
|
3.61K
$108K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-173- 0.19% |
$5K - $5.87K
|
89.5K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-317- 0.71% |
$9.16K - $10.8K
|
44.1K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-329- 0.96% |
$9.5K - $11.2K
|
33.9K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-340- 1.31% |
$9.82K - $11.5K
|
25.7K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-545- 3.52% |
$15.7K - $18.5K
|
14.9K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-588- 3.05% |
$17K - $20K
|
18.7K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-706- 5.03% |
$20.4K - $24K
|
13.3K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-750- 1.62% |
$21.7K - $25.5K
|
45.5K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-762- 3.32% |
$22K - $25.9K
|
22.2K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-856- 5.89% |
$24.7K - $29.1K
|
13.7K
$408K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-918- 22.03% |
$26.5K - $31.2K
|
3.25K
$96.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-979- 5.6% |
$28.3K - $33.2K
|
16.5K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 31.88% |
$30.2K - $35.5K
|
2.23K
$66.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 2.6% |
$33.6K - $39.5K
|
43.6K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 9.41% |
$51.5K - $60.5K
|
17.2K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.98K- 18.52% |
$57.3K - $67.4K
|
8.73K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.99K- 99.2% |
$57.5K - $67.6K
|
16
$477
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.26K- 3.03% |
$65.1K - $76.6K
|
72.3K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.37K- 2.15% |
$68.4K - $80.4K
|
108K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 2.73% |
$78.6K - $92.4K
|
96.9K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15K- 27.31% |
$91.1K - $107K
|
8.4K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.99K- 1.25% |
$144K - $169K
|
395K
$11.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-4.99K- 1.5% |
$144K - $170K
|
328K
$9.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 2.69% |
$176K - $206K
|
220K
$6.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-6.25K- 7.66% |
$180K - $212K
|
75.3K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.53M
|