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 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 9.13% |
$53.1K - $58.4K
|
21.2K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.17K- 5.62% |
$54.1K - $59.5K
|
36.4K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.26K- 3.95% |
$56.2K - $61.8K
|
54.8K
$1.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.68K- 25.56% |
$66.7K - $73.3K
|
7.8K
$230K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-2.99K- 7.33% |
$74.6K - $82K
|
37.8K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.4K- 1.37% |
$84.8K - $93.2K
|
245K
$7.23M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.42K- 13.13% |
$135K - $149K
|
35.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-5.73K- 2.29% |
$143K - $157K
|
245K
$7.24M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.55K- 30.88% |
$188K - $207K
|
16.9K
$500K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.85K- 23.41% |
$195K - $215K
|
25.7K
$759K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.97K- 43.73% |
$248K - $273K
|
12.8K
$379K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-22.5K- 7.21% |
$560K - $616K
|
289K
$8.55M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.5K- 15.02% |
$834K - $918K
|
189K
$5.6M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-40K- 74.34% |
$997K - $1.1M
|
13.8K
$409K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-41.2K- 26.78% |
$1.03M - $1.13M
|
113K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-71.4K- 88.27% |
$1.78M - $1.96M
|
9.49K
$281K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-75K- 77.38% |
$1.87M - $2.05M
|
21.9K
$648K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-76.5K- 47.63% |
$1.91M - $2.1M
|
84.1K
$2.49M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-81.9K- 91.22% |
$2.04M - $2.25M
|
7.89K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-102K- 19.9% |
$2.55M - $2.8M
|
411K
$12.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-142K- 12.05% |
$3.54M - $3.9M
|
1.04M
$30.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-146K- 24.21% |
$3.65M - $4.01M
|
458K
$13.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-173K- 43.44% |
$4.31M - $4.74M
|
225K
$6.66M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-221K- 33.69% |
$5.51M - $6.06M
|
435K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-286K- 96.16% |
$7.12M - $7.83M
|
11.4K
$337K
|