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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50New |
$1.17K - $1.33K
|
50
$1.47K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
24New |
$562 - $641
|
24
$705
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.4KNew |
$1.95M - $2.27M
|
76.4K
$2.24M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$52.3K - $60.8K
|
2.05K
$60.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
707New |
$18.1K - $21K
|
707
$20.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
400New |
$10.2K - $11.9K
|
400
$11.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
175New |
$4.47K - $5.2K
|
175
$5.14K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
87+ 1.0% |
$2.22K - $2.58K
|
8.76K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
85New |
$2.17K - $2.53K
|
85
$2.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
19New |
$486 - $564
|
19
$558
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$25.6 - $29.7
|
11
$323
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25.3KNew |
$676K - $841K
|
25.3K
$744K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.7KNew |
$553K - $689K
|
20.7K
$609K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
698New |
$18.6K - $23.2K
|
698
$20.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
405+ 4.41% |
$10.8K - $13.4K
|
9.6K
$282K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
281New |
$7.5K - $9.33K
|
281
$8.26K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
211New |
$5.63K - $7.01K
|
211
$6.2K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
197New |
$5.26K - $6.54K
|
197
$5.79K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
123New |
$3.28K - $4.08K
|
123
$3.61K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
88New |
$2.35K - $2.92K
|
88
$2.59K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25New |
$667 - $830
|
25
$735
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12New |
$320 - $398
|
12
$353
|
|
| Q4 2021 | |||||||
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
268New |
$8.1K - $8.98K
|
268
$7.87K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 64.94% |
$1.51K - $1.67K
|
127
$3.73K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
950KNew |
$29.3M - $31.3M
|
950K
$27.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
17.8KNew |
$550K - $587K
|
17.8K
$524K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$1.67K - $1.78K
|
54
$1.59K
|
|
| Q2 2021 | |||||||
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
831New |
$25.4K - $27.7K
|
831
$24.4K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Harbor Advisory Corp
|
BUY
|
- |
39.3K+ 430.65% |
$1.11M - $1.23M
|
48.4K
$1.42M
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
214New |
$6.06K - $6.68K
|
214
$6.29K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
13.2KNew |
$310K - $375K
|
13.2K
$388K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.28KNew |
$217K - $235K
|
9.28K
$273K
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
761New |
$17.8K - $19.2K
|
761
$22.4K
|
|
|
Nov 16, 2020
Q3 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
43New |
$1K - $1.09K
|
43
$1.26K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
166+ 3.2% |
$3.31K - $4.13K
|
5.36K
$157K
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32New |
$596 - $972
|
32
$940
|
|
| Q4 2019 | |||||||
|
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36New |
$972 - $1.08K
|
36
$1.06K
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.88K+ 900.0% |
N/A
|
3.2K
$94K
|
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
170New |
N/A
|
170
$4.99K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$316K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.8KNew |
N/A
|
9.8K
$288K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$29.4
|
|