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 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 2.73% |
$78.6K - $92.4K
|
96.9K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 1.74% |
$80K - $94K
|
157K
$4.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.11K- 13.95% |
$89.8K - $106K
|
19.2K
$600K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15K- 27.31% |
$91.1K - $107K
|
8.4K
$263K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.18K- 2.76% |
$91.8K - $108K
|
112K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.45K- 2.74% |
$129K - $151K
|
158K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.99K- 1.25% |
$144K - $169K
|
395K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-4.99K- 1.5% |
$144K - $170K
|
328K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 37.81% |
$162K - $190K
|
9.22K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 2.69% |
$176K - $206K
|
220K
$6.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-6.25K- 7.66% |
$180K - $212K
|
75.3K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.97K- 1.57% |
$259K - $305K
|
561K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.2K- 4.94% |
$294K - $346K
|
196K
$6.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.5K- 0.34% |
$362K - $426K
|
3.68M
$115M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.7K- 51.2% |
$366K - $430K
|
12.1K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-12.8K- 3.76% |
$370K - $434K
|
327K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-12.9K- 2.22% |
$373K - $439K
|
570K
$17.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19.5K- 43.73% |
$564K - $663K
|
25.1K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 2.13% |
$644K - $757K
|
1.02M
$32M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-22.7K- 7.5% |
$655K - $770K
|
280K
$8.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-25.4K- 9.74% |
$735K - $863K
|
236K
$7.37M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 40.52% |
$1.01M - $1.18M
|
51.2K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-36.4K- 76.21% |
$1.05M - $1.24M
|
11.4K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-43K- 6.06% |
$1.24M - $1.46M
|
666K
$20.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-84.7K- 23.67% |
$2.45M - $2.88M
|
273K
$8.55M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-379K- 36.84% |
$10.9M - $12.9M
|
650K
$20.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-386K- 0.31% |
$11.2M - $13.1M
|
123M
$3.86B
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-474K- 85.65% |
$13.7M - $16.1M
|
79.4K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-993K- 93.68% |
$28.7M - $33.7M
|
67K
$2.1M
|