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 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
152+ 2.01% |
$4.26K - $4.97K
|
7.71K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139New |
$3.89K - $4.54K
|
139
$4.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
134+ 0.65% |
$3.75K - $4.38K
|
20.8K
$611K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
125+ 51.65% |
$3.5K - $4.09K
|
367
$10.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
103New |
$2.89K - $3.37K
|
103
$3.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95New |
$2.66K - $3.1K
|
95
$2.79K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
59+ 1.3% |
$1.65K - $1.93K
|
4.58K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
47+ 0.69% |
$1.32K - $1.54K
|
6.84K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32+ 0.8% |
$897 - $1.05K
|
4.05K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25New |
$701 - $817
|
25
$735
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.46% |
$476 - $556
|
3.74K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16+ 0.22% |
$448 - $523
|
7.16K
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 20.25% |
$448 - $523
|
95
$2.79K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 1.16% |
$392 - $458
|
1.22K
$35.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13New |
$364 - $425
|
13
$382
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.11% |
$308 - $359
|
10.4K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 30.3% |
$280 - $327
|
43
$1.26K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.79% |
$224 - $261
|
1.03K
$30.2K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.74% |
$140 - $163
|
678
$19.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.61% |
$28 - $32.7
|
63
$1.85K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$28 - $32.7
|
184
$5.41K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.79% |
$28 - $32.7
|
128
$3.76K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
571K+ 358.73% |
$15.5M - $17.5M
|
731K
$21.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
23.1KNew |
$627K - $708K
|
23.1K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
16.1KNew |
$437K - $493K
|
16.1K
$472K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
13.2K+ 166.75% |
$359K - $405K
|
21.1K
$620K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$302K - $341K
|
11.1K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.91KNew |
$188K - $212K
|
6.91K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.78KNew |
$184K - $208K
|
6.78K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
4.21K+ 1.65% |
$115K - $129K
|
259K
$7.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.53KNew |
$96.1K - $108K
|
3.53K
$104K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$74.9K - $84.6K
|
2.76K
$80.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.7KNew |
$73.5K - $83K
|
2.7K
$79.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$40.8K - $46.1K
|
1.5K
$44.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.07KNew |
$29K - $32.7K
|
1.07K
$31.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$28.6K - $32.3K
|
1.05K
$30.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 15.75% |
$27.9K - $31.4K
|
7.53K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
876New |
$23.8K - $26.9K
|
876
$25.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
750New |
$20.4K - $23K
|
750
$22K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
625New |
$17K - $19.2K
|
625
$18.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
409New |
$11.1K - $12.6K
|
409
$12K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
379New |
$10.3K - $11.6K
|
379
$11.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
196New |
$5.33K - $6.02K
|
196
$5.76K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
165New |
$4.49K - $5.07K
|
165
$4.85K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
152New |
$4.13K - $4.67K
|
152
$4.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
106New |
$2.88K - $3.25K
|
106
$3.11K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 4.92% |
$2.86K - $3.22K
|
2.24K
$65.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
104New |
$2.83K - $3.19K
|
104
$3.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
91+ 2.35% |
$2.48K - $2.79K
|
3.96K
$116K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
53New |
$1.44K - $1.63K
|
53
$1.56K
|
|