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 | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.06K+ 0.58% |
$51.3K - $56.4K
|
356K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 97.2% |
$40.6K - $44.7K
|
3.31K
$97.8K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.57K+ 7.46% |
$39.2K - $43.1K
|
22.7K
$670K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.57K+ 6.03% |
$39K - $42.9K
|
27.5K
$814K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.26K+ 3.53% |
$31.4K - $34.5K
|
36.9K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.21K+ 93.92% |
$30K - $33K
|
2.49K
$73.6K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.14K+ 22.11% |
$28.3K - $31.1K
|
6.27K
$185K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
990+ 10.69% |
$24.7K - $27.1K
|
10.3K
$303K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
829+ 0.36% |
$20.7K - $22.7K
|
230K
$6.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
763+ 90.83% |
$19K - $20.9K
|
1.6K
$47.4K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
741+ 4.65% |
$18.5K - $20.3K
|
16.7K
$493K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
593+ 4.71% |
$14.8K - $16.3K
|
13.2K
$390K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
585+ 13.76% |
$14.6K - $16K
|
4.84K
$143K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
550New |
$13.7K - $15.1K
|
550
$16.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
546+ 4.95% |
$13.6K - $15K
|
11.6K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
499+ 49900.0% |
$12.4K - $13.7K
|
500
$14.8K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
497+ 0.98% |
$12.4K - $13.6K
|
51K
$1.51M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
484New |
$12.1K - $13.3K
|
484
$14.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
475+ 3.85% |
$11.8K - $13K
|
12.8K
$378K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
460+ 112.2% |
$11.5K - $12.6K
|
870
$25.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
456New |
$11.4K - $12.5K
|
456
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
390+ 3.32% |
$9.72K - $10.7K
|
12.1K
$359K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
380+ 87.36% |
$9.47K - $10.4K
|
815
$24.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
253+ 23.53% |
$6.3K - $6.93K
|
1.33K
$39.3K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
229+ 0.91% |
$5.71K - $6.28K
|
25.4K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
221+ 1.15% |
$5.51K - $6.06K
|
19.5K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
219New |
$5.46K - $6K
|
219
$6.48K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
216+ 8.99% |
$5.38K - $5.92K
|
2.62K
$77.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
214New |
$5.33K - $5.87K
|
214
$6.33K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
171New |
$4.26K - $4.69K
|
171
$5.06K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
159+ 11.56% |
$3.96K - $4.36K
|
1.54K
$45.4K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
143New |
$3.56K - $3.92K
|
143
$4.23K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
110+ 0.82% |
$2.74K - $3.02K
|
13.6K
$402K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
106New |
$2.64K - $2.91K
|
106
$3.13K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95+ 24.42% |
$2.37K - $2.6K
|
484
$14.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
80New |
$1.99K - $2.19K
|
80
$2.37K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72New |
$1.79K - $1.97K
|
72
$2.13K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.68% |
$1.62K - $1.78K
|
9.68K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
59New |
$1.47K - $1.62K
|
59
$1.74K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
45+ 6.19% |
$1.12K - $1.23K
|
772
$22.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 16.67% |
$897 - $987
|
252
$7.45K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
32+ 0.07% |
$797 - $877
|
44.3K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
28+ 0.28% |
$698 - $767
|
10.1K
$298K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 73.53% |
$623 - $685
|
59
$1.74K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23New |
$573 - $630
|
23
$680
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$498 - $548
|
20
$591
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16+ 0.17% |
$399 - $439
|
9.7K
$287K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.31% |
$374 - $411
|
4.84K
$143K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13New |
$324 - $356
|
13
$384
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 100.0% |
$199 - $219
|
16
$473
|