Purchases and Sales Made in Q2 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.7KNew |
$209K - $236K
|
7.7K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
7.4KNew |
$201K - $227K
|
7.4K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.33KNew |
$199K - $225K
|
7.33K
$217K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.14KNew |
$194K - $219K
|
7.14K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.91KNew |
$188K - $212K
|
6.91K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.8KNew |
$185K - $209K
|
6.8K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.78KNew |
$184K - $208K
|
6.78K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.78K+ 3.13% |
$184K - $208K
|
223K
$6.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
6.23K+ 4.14% |
$169K - $191K
|
157K
$4.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.14K+ 1578.15% |
$167K - $188K
|
6.53K
$193K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5.99K+ 42785.71% |
$163K - $184K
|
6K
$178K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
5.05K+ 34.59% |
$137K - $155K
|
19.7K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.88K+ 17.05% |
$133K - $150K
|
33.5K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.82K+ 10.99% |
$131K - $148K
|
48.7K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.61K+ 1075.52% |
$126K - $142K
|
5.04K
$149K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.59K+ 0.8% |
$125K - $141K
|
575K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.53KNew |
$123K - $139K
|
4.53K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.37K+ 30.59% |
$119K - $134K
|
18.7K
$552K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.3K+ 1.81% |
$117K - $132K
|
242K
$7.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
4.21K+ 1.65% |
$115K - $129K
|
259K
$7.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.72K+ 8.32% |
$101K - $114K
|
48.5K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.53KNew |
$96.1K - $108K
|
3.53K
$105K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
3.34K+ 2.36% |
$90.8K - $102K
|
145K
$4.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.31K+ 20.02% |
$90K - $102K
|
19.8K
$587K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.24K+ 7.7% |
$88.1K - $99.5K
|
45.3K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.93K+ 3.81% |
$79.8K - $90K
|
79.8K
$2.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$74.9K - $84.6K
|
2.76K
$81.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.7KNew |
$73.5K - $83K
|
2.7K
$79.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.7K+ 8.79% |
$73.3K - $82.8K
|
33.4K
$987K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.4K+ 5.16% |
$65.2K - $73.6K
|
48.9K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.36K+ 5.0% |
$64.1K - $72.4K
|
49.5K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.24K+ 2.3% |
$60.9K - $68.8K
|
99.7K
$2.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.18KNew |
$59.3K - $66.9K
|
2.18K
$64.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.88K+ 11.85% |
$51.2K - $57.8K
|
17.8K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81KNew |
$49.2K - $55.5K
|
1.81K
$53.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.77K+ 1.69% |
$48.1K - $54.2K
|
106K
$3.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.68K+ 10.65% |
$45.7K - $51.6K
|
17.5K
$517K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 230.4% |
$42.7K - $48.2K
|
2.25K
$66.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.57K+ 20.19% |
$42.7K - $48.2K
|
9.34K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$40.8K - $46.1K
|
1.5K
$44.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.4K+ 15.67% |
$38K - $42.9K
|
10.3K
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.17K+ 5.04% |
$31.9K - $36K
|
24.4K
$723K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.07KNew |
$29K - $32.7K
|
1.07K
$31.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$28.6K - $32.3K
|
1.05K
$31.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.03K+ 3.61% |
$28.1K - $31.7K
|
29.6K
$876K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 15.75% |
$27.9K - $31.4K
|
7.53K
$223K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
936+ 12.86% |
$25.5K - $28.7K
|
8.21K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
922+ 0.31% |
$25.1K - $28.3K
|
301K
$8.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
876New |
$23.8K - $26.9K
|
876
$25.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
750New |
$20.4K - $23K
|
750
$22.2K
|