Purchases and Sales Made in Q1 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
759KNew |
$20.2M - $25.2M
|
759K
$22.6M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
715K+ 6997.6% |
$19.1M - $23.7M
|
725K
$21.6M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
662K+ 364.08% |
$17.7M - $22M
|
844K
$25.2M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
638K+ 87.85% |
$17M - $21.2M
|
1.36M
$40.6M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
570KNew |
$15.2M - $18.9M
|
570K
$17M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
282KNew |
$7.52M - $9.36M
|
282K
$8.4M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
251K+ 88.39% |
$6.7M - $8.34M
|
535K
$16M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
167K+ 461.21% |
$4.45M - $5.54M
|
203K
$6.05M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
156KNew |
$4.17M - $5.19M
|
156K
$4.66M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
132K+ 28.57% |
$3.53M - $4.39M
|
595K
$17.7M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 11.92% |
$2.95M - $3.67M
|
1.04M
$30.9M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
104K+ 153.45% |
$2.76M - $3.44M
|
171K
$5.09M
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
90.6K+ 7.2% |
$2.42M - $3.01M
|
1.35M
$40.2M
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
72.8K+ 95.0% |
$1.94M - $2.42M
|
149K
$4.45M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62.9K+ 19.43% |
$1.68M - $2.09M
|
387K
$11.5M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.1K+ 70.62% |
$1.66M - $2.06M
|
150K
$4.47M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
60.6K+ 2.24% |
$1.62M - $2.01M
|
2.76M
$82.2M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50K+ 34.5% |
$1.33M - $1.66M
|
195K
$5.81M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
49.2KNew |
$1.31M - $1.63M
|
49.2K
$1.47M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47K+ 19.41% |
$1.25M - $1.56M
|
289K
$8.62M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
38.3KNew |
$1.02M - $1.27M
|
38.3K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.8K+ 4.58% |
$821K - $1.02M
|
703K
$20.9M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
30.4K+ 316.66% |
$811K - $1.01M
|
40K
$1.19M
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
28.7K+ 21.38% |
$765K - $951K
|
163K
$4.85M
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
28.4K+ 11.06% |
$758K - $943K
|
285K
$8.49M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25.3KNew |
$676K - $841K
|
25.3K
$755K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
23.5K+ 7.77% |
$626K - $779K
|
325K
$9.69M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.5K+ 8.12% |
$601K - $747K
|
300K
$8.94M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.2K+ 40.66% |
$567K - $705K
|
73.5K
$2.19M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.7KNew |
$553K - $689K
|
20.7K
$618K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
20.6K+ 21.34% |
$551K - $685K
|
117K
$3.5M
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
20.6KNew |
$551K - $685K
|
20.6K
$615K
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
20.5K+ 3.01% |
$547K - $680K
|
701K
$20.9M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 33.04% |
$537K - $668K
|
81K
$2.42M
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
19.6K+ 8.42% |
$523K - $651K
|
252K
$7.52M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
19.2KNew |
$512K - $637K
|
19.2K
$572K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19K+ 7.41% |
$507K - $631K
|
275K
$8.21M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.7K+ 15.85% |
$499K - $621K
|
137K
$4.07M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 5.44% |
$497K - $619K
|
361K
$10.8M
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
18K+ 50.73% |
$480K - $597K
|
53.5K
$1.59M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18KNew |
$480K - $597K
|
18K
$536K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17.9K+ 5.87% |
$477K - $593K
|
322K
$9.6M
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
17.8K+ 3.4% |
$476K - $591K
|
541K
$16.1M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
16.9K+ 22.28% |
$451K - $561K
|
92.7K
$2.76M
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
16.3K+ 3.65% |
$435K - $541K
|
462K
$13.8M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
15.1K+ 6.4% |
$404K - $503K
|
252K
$7.5M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.1K+ 38.21% |
$403K - $502K
|
54.7K
$1.63M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8K+ 26.3% |
$395K - $491K
|
71K
$2.12M
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
14.3K+ 102.46% |
$383K - $476K
|
28.3K
$845K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
13.7K+ 35.99% |
$366K - $455K
|
51.8K
$1.54M
|