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 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
351+ 5.97% |
$9.37K - $11.7K
|
6.23K
$186K
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
340+ 4.66% |
$9.07K - $11.3K
|
7.64K
$228K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
297+ 5.85% |
$7.93K - $9.86K
|
5.38K
$160K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
281New |
$7.5K - $9.33K
|
281
$8.37K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
256New |
$6.83K - $8.5K
|
256
$7.63K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
249+ 1.15% |
$6.65K - $8.27K
|
22K
$654K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
242+ 2688.89% |
$6.46K - $8.03K
|
251
$7.48K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
226+ 14.39% |
$6.03K - $7.5K
|
1.8K
$53.6K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
221+ 10.87% |
$5.9K - $7.34K
|
2.25K
$67.2K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
220New |
$5.87K - $7.3K
|
220
$6.56K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
211New |
$5.63K - $7.01K
|
211
$6.29K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
207+ 73.14% |
$5.52K - $6.87K
|
490
$14.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200+ 4.74% |
$5.34K - $6.64K
|
4.42K
$132K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
197New |
$5.26K - $6.54K
|
197
$5.87K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
165New |
$4.4K - $5.48K
|
165
$4.92K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
162New |
$4.32K - $5.38K
|
162
$4.83K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
138+ 36.8% |
$3.68K - $4.58K
|
513
$15.3K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
138New |
$3.68K - $4.58K
|
138
$4.11K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$3.34K - $4.15K
|
125
$3.73K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
123New |
$3.28K - $4.08K
|
123
$3.67K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
117+ 3.54% |
$3.12K - $3.88K
|
3.43K
$102K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
106+ 4.09% |
$2.83K - $3.52K
|
2.7K
$80.4K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
88+ 2.54% |
$2.35K - $2.92K
|
3.56K
$106K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
88New |
$2.35K - $2.92K
|
88
$2.62K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
84+ 4.03% |
$2.24K - $2.79K
|
2.17K
$64.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$2K - $2.49K
|
75
$2.24K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
68+ 7.49% |
$1.81K - $2.26K
|
976
$29.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 16.24% |
$1.71K - $2.12K
|
458
$13.6K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 25.0% |
$1.49K - $1.86K
|
280
$8.34K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55+ 41.67% |
$1.47K - $1.83K
|
187
$5.57K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
47+ 5.67% |
$1.25K - $1.56K
|
876
$26.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
35New |
$934 - $1.16K
|
35
$1.04K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
27+ 0.25% |
$721 - $896
|
10.9K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25New |
$667 - $830
|
25
$745
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23New |
$614 - $764
|
23
$685
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15New |
$400 - $498
|
15
$447
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
14+ 6.42% |
$374 - $465
|
232
$6.91K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12New |
$320 - $398
|
12
$358
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$214 - $266
|
8
$238
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.07% |
$160 - $199
|
8.67K
$258K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.03% |
$53.4 - $66.4
|
6.17K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 4.35% |
$26.7 - $33.2
|
24
$715
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 3.23% |
$26.7 - $33.2
|
32
$954
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 4.17% |
$26.7 - $33.2
|
23
$685
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-3- 1.59% |
$80.1 - $99.6
|
186
$5.54K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4- 12.9% |
$107 - $133
|
27
$805
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-10Closed |
$267 - $332
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13Closed |
$347 - $432
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-24- 0.03% |
$641 - $797
|
74.5K
$2.22M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 3.64% |
$667 - $830
|
662
$19.7K
|