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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.45KNew |
$181K - $211K
|
6.45K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.42KNew |
$180K - $210K
|
6.42K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.2KNew |
$174K - $203K
|
6.2K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 3.62% |
$156K - $182K
|
159K
$4.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 64.27% |
$153K - $179K
|
14K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 55.22% |
$148K - $172K
|
14.8K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.12K+ 15.32% |
$143K - $167K
|
38.5K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5K+ 28.92% |
$140K - $163K
|
22.3K
$655K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.78K+ 73.19% |
$134K - $156K
|
11.3K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.37K+ 2.17% |
$122K - $143K
|
206K
$6.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.17K+ 150.18% |
$117K - $136K
|
6.95K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
3.93K+ 2.72% |
$110K - $129K
|
149K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.76K+ 21.16% |
$105K - $123K
|
21.5K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.49K+ 47.64% |
$97.9K - $114K
|
10.8K
$318K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$78.5K - $91.5K
|
2.8K
$82.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.75K+ 2.26% |
$77.1K - $89.9K
|
124K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.55K+ 0.85% |
$71.5K - $83.3K
|
304K
$8.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.28K+ 13.62% |
$63.9K - $74.5K
|
19K
$559K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.1K+ 24.4% |
$58.9K - $68.7K
|
10.7K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.06KNew |
$57.6K - $67.2K
|
2.06K
$60.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 85.2% |
$53.7K - $62.6K
|
4.17K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83K+ 3.75% |
$51.2K - $59.8K
|
50.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.8K+ 9.65% |
$50.4K - $58.8K
|
20.5K
$601K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65K+ 7.0% |
$46.1K - $53.8K
|
25.1K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 26.54% |
$33K - $38.5K
|
5.61K
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 11.3% |
$32.7K - $38.1K
|
11.5K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
969+ 2.46% |
$27.2K - $31.7K
|
40.3K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
968+ 24.59% |
$27.1K - $31.6K
|
4.9K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
944+ 0.42% |
$26.5K - $30.8K
|
226K
$6.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
929+ 46.31% |
$26K - $30.4K
|
2.94K
$86.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
877New |
$24.6K - $28.7K
|
877
$25.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$22.4K - $26.1K
|
800
$23.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
780New |
$21.9K - $25.5K
|
780
$22.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
757New |
$21.2K - $24.7K
|
757
$22.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
640+ 1.92% |
$17.9K - $20.9K
|
34K
$999K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
492+ 3.41% |
$13.8K - $16.1K
|
14.9K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
421+ 0.4% |
$11.8K - $13.8K
|
106K
$3.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
396New |
$11.1K - $12.9K
|
396
$11.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
350+ 0.22% |
$9.81K - $11.4K
|
157K
$4.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
295+ 1180.0% |
$8.27K - $9.64K
|
320
$9.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
290New |
$8.13K - $9.48K
|
290
$8.52K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
232+ 1.25% |
$6.5K - $7.58K
|
18.8K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
213+ 0.75% |
$5.97K - $6.96K
|
28.6K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
212+ 2.87% |
$5.94K - $6.93K
|
7.61K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
194New |
$5.44K - $6.34K
|
194
$5.7K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$5.18K - $6.05K
|
185
$5.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
180New |
$5.04K - $5.88K
|
180
$5.29K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
169+ 7.95% |
$4.74K - $5.52K
|
2.3K
$67.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
164New |
$4.6K - $5.36K
|
164
$4.82K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
153+ 0.33% |
$4.29K - $5K
|
46.8K
$1.37M
|