Purchases and Sales Made in Q1 2023 in Schwab Fundamental Emerging Mk (FNDE)

This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2023. 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
Apr 26, 2023 Q1 2023	Ifg Advisory, LLC	BUY	-	13.7K + 11.01%	$341K - $376K	138K $4.09M
Apr 13, 2023 Q1 2023	Fragasso Group Inc. Pittsburgh, PA	BUY	-	13.5K + 46.7%	$338K - $371K	42.6K $1.26M
May 05, 2023 Q1 2023	Wambolt & Associates, LLC	BUY	-	13K New	$324K - $356K	13K $384K
Apr 25, 2023 Q1 2023	Wealth Enhancement Advisory Services, LLC	BUY	-	12.9K + 50.54%	$320K - $352K	38.3K $1.13M
May 15, 2023 Q1 2023	Alpha Q Advisors LLC Orlando, FL	BUY	-	12.8K + 56.73%	$318K - $350K	35.3K $1.04M
May 05, 2023 Q1 2023	Silver Oak Securities, Inc Jackson, TN	BUY	-	12.4K New	$310K - $341K	12.4K $368K
Apr 18, 2023 Q1 2023	Clarus Group, Inc.	BUY	-	11.6K New	$289K - $318K	11.6K $344K
Apr 12, 2023 Q1 2023	Collective Family Office LLC	BUY	-	11.4K + 14.8%	$283K - $312K	88.2K $2.61M
May 02, 2023 Q1 2023	Keeler T Homas Management LLC	BUY	-	11.2K New	$280K - $308K	11.2K $332K
May 09, 2023 Q1 2023	Seven Springs Wealth Group, LLC	BUY	-	11K + 4.55%	$273K - $300K	252K $7.44M
May 04, 2023 Q1 2023	Aspire Wealth Management Corp Waltham, MA	BUY	-	10.9K + 78.7%	$273K - $300K	24.8K $735K
May 11, 2023 Q1 2023	Cerity Partners LLC New York, NY	BUY	-	10.8K New	$269K - $295K	10.8K $319K
Apr 26, 2023 Q1 2023	Rhs Financial, LLC	BUY	-	10.4K + 4.9%	$258K - $284K	222K $6.56M
Apr 28, 2023 Q1 2023	Wealthfront Advisers LLC	BUY	-	9.82K New	$245K - $269K	9.82K $290K
Apr 19, 2023 Q1 2023	Prairiewood Capital, LLC	BUY	-	9.75K + 5.45%	$243K - $267K	188K $5.57M
May 05, 2023 Q1 2023	Truist Financial Corp	BUY	-	9.34K New	$233K - $256K	9.34K $276K
May 08, 2023 Q1 2023	Brown Advisory Inc	BUY	-	9.06K New	$226K - $248K	9.06K $268K
May 08, 2023 Q1 2023	Tempus Wealth Planning, LLC	BUY	-	9.05K New	$225K - $248K	9.05K $267K
Apr 24, 2023 Q1 2023	Warner Financial, Inc Bethesda, MD	BUY	-	8.99K New	$224K - $246K	8.99K $266K
Apr 14, 2023 Q1 2023	Transform Wealth, LLC	BUY	-	8.8K New	$219K - $241K	8.8K $260K
May 15, 2023 Q1 2023	Hbk Sorce Advisory LLC Erie, PA	BUY	-	8.14K New	$203K - $223K	8.14K $241K
May 15, 2023 Q1 2023	Qube Research & Technologies LTD London, X0	BUY	-	7.03K + 3701.05%	$175K - $193K	7.22K $214K
Apr 17, 2023 Q1 2023	Moller Financial Services	BUY	-	7K + 2.31%	$174K - $192K	311K $9.18M
Apr 28, 2023 Q1 2023	Your Advocates Ltd., LLP Houston, TX	BUY	-	6.52K + 1.16%	$163K - $179K	568K $16.8M
May 12, 2023 Q1 2023	Vivaldi Capital Management LP Chicago, IL	BUY	-	6.27K + 14.41%	$156K - $172K	49.8K $1.47M
May 11, 2023 Q1 2023	Jpmorgan Chase & CO New York, NY	BUY	-	6.17K + 1594.83%	$154K - $169K	6.56K $194K
May 03, 2023 Q1 2023	Advisors Preferred, LLC Rockville, MD	BUY	-	6.12K New	$152K - $168K	6.12K $181K
Apr 19, 2023 Q1 2023	Alpha Omega Wealth Management LLC	BUY	-	5.67K + 7.09%	$141K - $155K	85.7K $2.53M
May 03, 2023 Q1 2023	Forza Wealth Management, LLC Sarasota, FL	BUY	-	5.34K + 19.25%	$133K - $146K	33K $977K
Apr 13, 2023 Q1 2023	Leavell Investment Management, Inc.	BUY	-	5.21K + 37.08%	$130K - $143K	19.2K $569K
Apr 20, 2023 Q1 2023	Kathmere Capital Management, LLC Wayne, PA	BUY	-	4.79K + 1.98%	$119K - $131K	246K $7.28M
Apr 25, 2023 Q1 2023	Solitude Financial Services	BUY	-	4.34K + 24.87%	$108K - $119K	21.8K $645K
Apr 12, 2023 Q1 2023	National Bank Of Canada	BUY	-	4.31K + 0.92%	$107K - $118K	474K $14M
May 15, 2023 Q1 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	4.2K + 23.49%	$105K - $115K	22.1K $653K
May 11, 2023 Q1 2023	Bristlecone Advisors, LLC	BUY	-	4.14K New	$103K - $114K	4.14K $123K
Apr 28, 2023 Q1 2023	Ameritas Advisory Services, LLC Lincoln, NE	BUY	-	4.11K New	$102K - $113K	4.11K $122K
May 04, 2023 Q1 2023	Zrc Wealth Management, LLC Santa Rosa, CA	BUY	-	3.75K New	$93.4K - $103K	3.75K $111K
May 09, 2023 Q1 2023	Foster & Motley Inc Cincinnati, OH	BUY	-	3.74K + 0.27%	$93.3K - $103K	1.39M $41M
May 15, 2023 Q1 2023	Apollon Wealth Management, LLC Mount Pleasant, SC	BUY	-	3.53K + 5.26%	$88K - $96.8K	70.7K $2.09M
May 02, 2023 Q1 2023	Waterford Advisors, LLC Orchard Park, NY	BUY	-	3.5K + 1.61%	$87.2K - $95.9K	221K $6.54M
May 10, 2023 Q1 2023	Wealth Plan Partners, LLC Omaha, NE	BUY	-	3.47K New	$86.4K - $95.1K	3.47K $103K
May 15, 2023 Q1 2023	Betterment LLC New York, NY	BUY	-	3.44K + 37.1%	$85.6K - $94.2K	12.7K $375K
Apr 20, 2023 Q1 2023	Cabot Wealth Management Inc	BUY	-	3.28K + 0.94%	$81.8K - $90K	354K $10.5M
May 04, 2023 Q1 2023	Kelman Lazarov, Inc. Memphis, TN	BUY	-	3.06K + 0.62%	$76.2K - $83.8K	498K $14.7M
May 12, 2023 Q1 2023	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	2.96K + 4.8%	$73.9K - $81.2K	64.7K $1.91M
May 11, 2023 Q1 2023	Cambridge Investment Research Advisors, Inc.	BUY	-	2.86K + 8.83%	$71.2K - $78.3K	35.2K $1.04M
May 09, 2023 Q1 2023	Spire Wealth Management	BUY	-	2.66K + 445.81%	$66.2K - $72.8K	3.25K $96.2K
Apr 28, 2023 Q1 2023	Avantax Advisory Services, Inc.	BUY	-	2.62K + 5.82%	$65.2K - $71.8K	47.6K $1.41M
May 11, 2023 Q1 2023	Commonwealth Equity Services, LLC	BUY	-	2.42K + 7.59%	$60.3K - $66.3K	34.3K $1.01M
Apr 18, 2023 Q1 2023	Allworth Financial LP	BUY	-	2.2K New	$54.9K - $60.4K	2.2K $65.1K

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Account

Purchases and Sales Made in Q1 2023 in Schwab Fundamental Emerging Mk (FNDE)

13.7K

13.5K

13K

12.9K

12.8K

12.4K

11.6K

11.4K

11.2K

11K

10.9K

10.8K

10.4K

9.82K

9.75K

9.34K

9.06K

9.05K

8.99K

8.8K

8.14K

7.03K

7K

6.52K

6.27K

6.17K

6.12K

5.67K

5.34K

5.21K

4.79K

4.34K

4.31K

4.2K

4.14K

4.11K

3.75K

3.74K

3.53K

3.5K

3.47K

3.44K

3.28K

3.06K

2.96K

2.86K

2.66K

2.62K

2.42K

2.2K

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