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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-173- 0.98% |
$4.01K - $4.56K
|
17.5K
$517K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-201- 0.87% |
$4.66K - $5.3K
|
22.8K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-236- 41.55% |
$5.47K - $6.22K
|
332
$9.82K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-262- 2.75% |
$6.08K - $6.91K
|
9.26K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-264- 56.77% |
$6.12K - $6.96K
|
201
$5.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-271- 58.91% |
$6.28K - $7.15K
|
189
$5.59K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-284Closed |
$6.59K - $7.49K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-292- 40.0% |
$6.77K - $7.7K
|
438
$13K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-321- 2.26% |
$7.44K - $8.46K
|
13.9K
$411K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-346Closed |
$8.02K - $9.12K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-355- 3.28% |
$8.23K - $9.36K
|
10.5K
$310K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-365- 89.68% |
$8.46K - $9.63K
|
42
$1.24K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-401- 1.55% |
$9.3K - $10.6K
|
25.4K
$752K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-459- 5.9% |
$10.6K - $12.1K
|
7.33K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-498- 3.02% |
$11.5K - $13.1K
|
16K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-523- 9.25% |
$12.1K - $13.8K
|
5.13K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-526- 0.82% |
$12.2K - $13.9K
|
63.3K
$1.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-550- 4.26% |
$12.8K - $14.5K
|
12.4K
$366K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-555- 1.03% |
$12.9K - $14.6K
|
53.1K
$1.57M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-658- 9.51% |
$15.3K - $17.4K
|
6.26K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-662- 2.76% |
$15.4K - $17.5K
|
23.3K
$689K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-694- 6.47% |
$16.1K - $18.3K
|
10K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-792- 38.17% |
$18.4K - $20.9K
|
1.28K
$38K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-801- 75.78% |
$18.6K - $21.1K
|
256
$7.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.04K- 2.3% |
$24.2K - $27.5K
|
44.3K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.06K- 7.76% |
$24.6K - $28K
|
12.6K
$373K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 6.81% |
$24.7K - $28.1K
|
14.6K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.09K- 2.76% |
$25.4K - $28.8K
|
38.6K
$1.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.16K- 11.96% |
$26.9K - $30.6K
|
8.54K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 2.03% |
$27.4K - $31.2K
|
57.1K
$1.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.51K- 27.13% |
$35K - $39.8K
|
4.05K
$120K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.63K- 4.37% |
$37.8K - $43K
|
35.7K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.66K- 11.21% |
$38.6K - $43.9K
|
13.2K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.07K- 10.37% |
$48K - $54.6K
|
17.9K
$529K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 15.98% |
$49.8K - $56.7K
|
11.3K
$334K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.25K- 4.3% |
$52.2K - $59.4K
|
50.1K
$1.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.44K- 10.36% |
$56.5K - $64.3K
|
21.1K
$624K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.64K- 1.14% |
$61.1K - $69.5K
|
228K
$6.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.68K- 7.65% |
$62.2K - $70.7K
|
32.4K
$957K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.07K- 1.26% |
$71.3K - $81K
|
241K
$7.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.39K- 4.23% |
$78.6K - $89.4K
|
76.8K
$2.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-3.83K- 14.51% |
$88.7K - $101K
|
22.6K
$667K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.89K- 5.21% |
$90.1K - $102K
|
70.8K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.9K- 31.5% |
$114K - $129K
|
10.7K
$315K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.73K- 8.25% |
$133K - $151K
|
63.7K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.08K- 8.97% |
$141K - $160K
|
61.7K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.76K- 4.58% |
$157K - $178K
|
141K
$4.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.79K- 0.4% |
$158K - $179K
|
1.68M
$49.8M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-8.14K- 17.01% |
$189K - $215K
|
39.7K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-8.48K- 24.75% |
$197K - $224K
|
25.8K
$763K
|