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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.61K+ 1.88% |
$185K - $216K
|
358K
$10.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
194New |
$5.44K - $6.34K
|
194
$5.74K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 11.01% |
$348K - $405K
|
125K
$3.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25New |
$701 - $817
|
25
$740
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 20.25% |
$448 - $523
|
95
$2.81K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65K+ 7.0% |
$46.1K - $53.8K
|
25.1K
$744K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
492+ 3.41% |
$13.8K - $16.1K
|
14.9K
$441K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 30.3% |
$280 - $327
|
43
$1.27K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$22.4K - $26.1K
|
800
$23.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-72.7K- 5.1% |
$2.04M - $2.37M
|
1.35M
$40M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.06KNew |
$57.6K - $67.2K
|
2.06K
$60.8K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
969+ 2.46% |
$27.2K - $31.7K
|
40.3K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.77K- 16.48% |
$77.5K - $90.4K
|
14K
$415K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-938- 5.08% |
$26.3K - $30.7K
|
17.5K
$519K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.51KNew |
$266K - $311K
|
9.51K
$281K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-83- 4.98% |
$2.33K - $2.71K
|
1.59K
$46.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.46% |
$476 - $556
|
3.74K
$111K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.74% |
$140 - $163
|
678
$20.1K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.45KNew |
$181K - $211K
|
6.45K
$191K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-13.5K- 25.05% |
$367K - $414K
|
40.3K
$1.19M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
17New |
$462 - $522
|
17
$503
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-596- 1.52% |
$16.2K - $18.3K
|
38.7K
$1.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 5.45% |
$81.6 - $92.1
|
52
$1.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
571K+ 358.73% |
$15.5M - $17.5M
|
731K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
46+ 0.54% |
$1.25K - $1.41K
|
8.5K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.71% |
$27.2 - $30.7
|
141
$4.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
4.21K+ 1.65% |
$115K - $129K
|
259K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-235- 23.93% |
$6.39K - $7.21K
|
747
$22.1K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 4.92% |
$2.86K - $3.22K
|
2.24K
$66.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.78KNew |
$184K - $208K
|
6.78K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
16.1KNew |
$437K - $493K
|
16.1K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
152New |
$4.13K - $4.67K
|
152
$4.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.95% |
$27.2 - $30.7
|
106
$3.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
106New |
$2.88K - $3.25K
|
106
$3.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-825Closed |
$22.4K - $25.3K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.65K- 18.58% |
$44.9K - $50.7K
|
7.23K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
41New |
$1.12K - $1.26K
|
41
$1.21K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30New |
$816 - $921
|
30
$887
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.91KNew |
$188K - $212K
|
6.91K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24New |
$653 - $737
|
24
$710
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$302K - $341K
|
11.1K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.07KNew |
$29K - $32.7K
|
1.07K
$31.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.7KNew |
$73.5K - $83K
|
2.7K
$79.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-37- 5.67% |
$1.01K - $1.14K
|
615
$18.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$40.8K - $46.1K
|
1.5K
$44.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
409New |
$11.1K - $12.6K
|
409
$12.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.45% |
$163 - $184
|
1.33K
$39.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
13.2K+ 166.75% |
$359K - $405K
|
21.1K
$624K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16New |
$435 - $491
|
16
$473
|
|