Latest Institutional Transactions on Schwab Fundamental Emerging Mk (FNDE)
This table provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
73New |
$1.85K - $1.98K
|
73
$2.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-253- 84.05% |
$6.41K - $6.88K
|
48
$1.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.6KNew |
$523K - $561K
|
20.6K
$773K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-909- 4.25% |
$23K - $24.7K
|
20.5K
$766K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
303+ 1.31% |
$7.67K - $8.24K
|
23.4K
$877K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.27K - $1.36K
|
50
$1.87K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
452New |
$11.4K - $12.3K
|
452
$16.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.47K+ 6.89% |
$88K - $94.4K
|
53.9K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-89- 1.07% |
$2.25K - $2.42K
|
8.21K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.6K- 39.95% |
$193K - $207K
|
11.4K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101New |
$2.56K - $2.75K
|
101
$3.78K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
595New |
$15.1K - $16.2K
|
595
$22.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.69K- 15.7% |
$42.9K - $46K
|
9.09K
$340K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
482New |
$12.2K - $13.1K
|
482
$18K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
24New |
$608 - $652
|
24
$898
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
80+ 3.96% |
$2.03K - $2.17K
|
2.1K
$78.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
835New |
$21.2K - $22.7K
|
835
$31.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80New |
$2.03K - $2.17K
|
80
$2.99K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
21New |
$532 - $571
|
21
$786
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.34K- 16.14% |
$135K - $145K
|
27.7K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.49K- 98.87% |
$37.6K - $40.4K
|
17
$636
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-100- 25.06% |
$2.53K - $2.72K
|
299
$11.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
203New |
$5.14K - $5.52K
|
203
$7.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
173New |
$4.38K - $4.7K
|
173
$6.48K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
503New |
$12.7K - $13.7K
|
503
$18.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
78New |
$1.98K - $2.12K
|
78
$2.92K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.15% |
$25.3 - $27.2
|
88
$3.29K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-138- 91.39% |
$3.5K - $3.75K
|
13
$487
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
557+ 3.94% |
$14.1K - $15.1K
|
14.7K
$550K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
306New |
$7.75K - $8.32K
|
306
$11.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-372K- 53.98% |
$9.43M - $10.1M
|
317K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-909- 58.83% |
$23K - $24.7K
|
636
$23.8K
|
|
| Q3 2023 | |||||||
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
68New |
$1.77K - $1.93K
|
68
$2.55K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13K+ 4.49% |
$338K - $367K
|
302K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.37K- 96.89% |
$61.7K - $67.1K
|
76
$2.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
351New |
$9.14K - $9.95K
|
351
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-717- 6.74% |
$18.7K - $20.3K
|
9.92K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
232New |
$6.04K - $6.58K
|
232
$8.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22+ 6.01% |
$573 - $624
|
388
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
193New |
$5.03K - $5.47K
|
193
$7.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
176New |
$4.58K - $4.99K
|
176
$6.59K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.83K+ 4.71% |
$126K - $137K
|
107K
$4.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$177K - $193K
|
6.81K
$255K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
113New |
$2.94K - $3.2K
|
113
$4.23K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-85- 95.51% |
$2.21K - $2.41K
|
4
$150
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.1KNew |
$28.7K - $31.2K
|
1.1K
$41.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 1.34% |
$8.47K - $9.21K
|
24.6K
$920K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 8.88% |
$772 - $833
|
308
$11.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
581New |
$14.9K - $16.1K
|
581
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-839- 6.9% |
$21.6K - $23.3K
|
11.3K
$424K
|
|