Purchases and Sales Made in Q4 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
300+ 80.0% |
$6.96K - $7.91K
|
675
$20K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
294+ 37.64% |
$6.82K - $7.75K
|
1.08K
$31.8K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
283New |
$6.56K - $7.46K
|
283
$8.37K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
244+ 127.75% |
$5.66K - $6.43K
|
435
$12.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
239New |
$5.54K - $6.3K
|
239
$7.07K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
229+ 848.15% |
$5.31K - $6.04K
|
256
$7.57K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
224New |
$5.19K - $5.91K
|
224
$6.63K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
221+ 4.8% |
$5.12K - $5.83K
|
4.82K
$143K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
216New |
$5.01K - $5.7K
|
216
$6.39K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 2.19% |
$4.78K - $5.43K
|
9.6K
$284K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190New |
$4.41K - $5.01K
|
190
$5.62K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
181+ 116.77% |
$4.2K - $4.77K
|
336
$9.94K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
178New |
$4.13K - $4.69K
|
178
$5.27K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
170New |
$3.94K - $4.48K
|
170
$5.03K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
169+ 4.87% |
$3.92K - $4.46K
|
3.64K
$108K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
127New |
$2.95K - $3.35K
|
127
$3.76K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
123New |
$2.85K - $3.24K
|
123
$3.64K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
123New |
$2.85K - $3.24K
|
123
$3.64K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 18.54% |
$2.83K - $3.22K
|
780
$23.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
110New |
$2.55K - $2.9K
|
110
$3.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
88New |
$2.04K - $2.32K
|
88
$2.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
64+ 4.5% |
$1.48K - $1.69K
|
1.49K
$44K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52New |
$1.21K - $1.37K
|
52
$1.54K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.16K - $1.32K
|
50
$1.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49New |
$1.14K - $1.29K
|
49
$1.45K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
42+ 0.44% |
$974 - $1.11K
|
9.62K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
42New |
$974 - $1.11K
|
42
$1.24K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 113.33% |
$394 - $448
|
32
$947
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.36% |
$209 - $237
|
2.54K
$75K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$162 - $185
|
7
$207
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 4.19% |
$162 - $185
|
174
$5.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 166.67% |
$116 - $132
|
8
$237
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
3+ 1.76% |
$69.6 - $79.1
|
173
$5.12K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 6.25% |
$46.4 - $52.7
|
34
$1.01K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 4.76% |
$23.2 - $26.4
|
22
$651
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$23.2 - $26.4
|
6
$177
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 4.0% |
$23.2 - $26.4
|
26
$769
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.14% |
$46.4 - $52.7
|
1.44K
$42.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.14% |
$46.4 - $52.7
|
1.44K
$42.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-10- 1.65% |
$232 - $264
|
596
$17.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-22- 0.91% |
$510 - $580
|
2.4K
$71.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34- 0.25% |
$788 - $897
|
13.5K
$400K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34- 0.25% |
$788 - $897
|
13.5K
$400K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 21.81% |
$951 - $1.08K
|
147
$4.35K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-56- 19.38% |
$1.3K - $1.48K
|
233
$6.89K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-70- 14.93% |
$1.62K - $1.85K
|
399
$11.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-109- 9.65% |
$2.53K - $2.87K
|
1.02K
$30.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-145- 83.33% |
$3.36K - $3.82K
|
29
$858
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 20.25% |
$3.36K - $3.82K
|
571
$16.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-154- 10.07% |
$3.57K - $4.06K
|
1.38K
$40.7K
|