Latest Institutional Purchases of Schwab Fundamental Emerging Mk (FNDE)
This list provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23New |
$664 - $781
|
23
$676
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.11% |
$318 - $373
|
9.77K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 4.35% |
$57.8 - $67.9
|
48
$1.41K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
891K+ 92.97% |
$25M - $29.1M
|
1.85M
$54.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
319K+ 644.56% |
$8.95M - $10.4M
|
369K
$10.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 606.57% |
$4.58M - $5.35M
|
191K
$5.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163KNew |
$4.57M - $5.33M
|
163K
$4.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
150K+ 230.67% |
$4.22M - $4.92M
|
216K
$6.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 14.88% |
$3.79M - $4.42M
|
1.04M
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
127KNew |
$3.55M - $4.14M
|
127K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
110K+ 4.66% |
$3.09M - $3.6M
|
2.47M
$72.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.1K+ 4.91% |
$2.78M - $3.24M
|
2.12M
$62.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
53.2K+ 67.76% |
$1.49M - $1.74M
|
132K
$3.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45.7K+ 159.22% |
$1.28M - $1.49M
|
74.4K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.7K+ 22.57% |
$1.28M - $1.49M
|
248K
$7.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
42.1KNew |
$1.18M - $1.38M
|
42.1K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41.1K+ 13.77% |
$1.15M - $1.34M
|
340K
$9.99M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
34.1K+ 3.43% |
$955K - $1.11M
|
1.03M
$30.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28.9K+ 9.5% |
$811K - $946K
|
334K
$9.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
27.6K+ 165.53% |
$772K - $901K
|
44.2K
$1.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.8KNew |
$695K - $810K
|
24.8K
$729K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.8KNew |
$694K - $809K
|
24.8K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.2K+ 4.44% |
$679K - $792K
|
570K
$16.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.2K+ 62.64% |
$678K - $790K
|
62.8K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.5KNew |
$658K - $768K
|
23.5K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 36.98% |
$651K - $760K
|
86.1K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.2K+ 32.22% |
$481K - $561K
|
70.4K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.3K+ 164.4% |
$457K - $533K
|
26.2K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.3K+ 51.78% |
$457K - $532K
|
47.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 20.31% |
$453K - $528K
|
95.7K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 3.96% |
$437K - $510K
|
410K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
14.9K+ 8.27% |
$417K - $486K
|
195K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
13.5K+ 4.43% |
$380K - $443K
|
319K
$9.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 20.15% |
$373K - $436K
|
79.5K
$2.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 11.01% |
$348K - $405K
|
125K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 62.5% |
$334K - $390K
|
31K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.6KNew |
$325K - $379K
|
11.6K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$323K - $377K
|
11.5K
$339K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.51KNew |
$266K - $311K
|
9.51K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.5K+ 1.56% |
$266K - $310K
|
620K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.4KNew |
$263K - $307K
|
9.4K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.83KNew |
$247K - $288K
|
8.83K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.36K+ 1.45% |
$234K - $273K
|
583K
$17.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.03K+ 17.72% |
$225K - $262K
|
53.4K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.45K+ 73.91% |
$209K - $243K
|
17.5K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.73KNew |
$189K - $220K
|
6.73K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.71K+ 5.94% |
$188K - $219K
|
120K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.61K+ 1.88% |
$185K - $216K
|
358K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.57KNew |
$184K - $215K
|
6.57K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.51KNew |
$182K - $213K
|
6.51K
$191K
|
|