Purchases and Sales Made in Q1 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11New |
$281 - $306
|
11
$337
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
6+ 0.49% |
$153 - $167
|
1.23K
$37.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5+ 3.45% |
$128 - $139
|
150
$4.59K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 18.52% |
$128 - $139
|
32
$979
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3New |
$76.7 - $83.5
|
3
$91.8
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$25.6 - $27.8
|
681
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 0.71% |
$25.6 - $27.8
|
140
$4.28K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18- 2.5% |
$460 - $501
|
702
$21.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-21- 0.68% |
$537 - $584
|
3.06K
$93.5K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-32- 24.62% |
$819 - $891
|
98
$3K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-43- 0.08% |
$1.1K - $1.2K
|
50.8K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-49- 4.81% |
$1.25K - $1.36K
|
970
$29.7K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51- 33.77% |
$1.3K - $1.42K
|
100
$3.06K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-86- 11.33% |
$2.2K - $2.39K
|
673
$20.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-90- 0.15% |
$2.3K - $2.5K
|
58.4K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-117- 8.04% |
$2.99K - $3.26K
|
1.34K
$41K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-126- 54.55% |
$3.22K - $3.51K
|
105
$3.21K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-164- 20.1% |
$4.2K - $4.56K
|
652
$20K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-185- 6.1% |
$4.73K - $5.15K
|
2.85K
$87.2K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190- 8.01% |
$4.86K - $5.29K
|
2.18K
$66.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-194- 4.93% |
$4.96K - $5.4K
|
3.74K
$115K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-203- 19.75% |
$5.19K - $5.65K
|
825
$25.2K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-204- 2.02% |
$5.22K - $5.68K
|
9.9K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-244- 16.36% |
$6.24K - $6.79K
|
1.25K
$38.2K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-307- 16.9% |
$7.85K - $8.54K
|
1.51K
$46.2K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-320- 44.82% |
$8.19K - $8.91K
|
394
$12.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-331- 3.16% |
$8.47K - $9.21K
|
10.1K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-350- 4.1% |
$8.95K - $9.74K
|
8.19K
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 10.92% |
$9.75K - $10.6K
|
3.11K
$95.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-482- 13.62% |
$12.3K - $13.4K
|
3.06K
$93.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-550- 1.63% |
$14.1K - $15.3K
|
33.3K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-564- 5.18% |
$14.4K - $15.7K
|
10.3K
$316K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-669- 0.69% |
$17.1K - $18.6K
|
96.2K
$2.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-735- 11.74% |
$18.8K - $20.5K
|
5.53K
$169K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-837- 89.33% |
$21.4K - $23.3K
|
100
$3.06K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-840- 4.62% |
$21.5K - $23.4K
|
17.3K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-840- 0.13% |
$21.5K - $23.4K
|
649K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1K- 16.61% |
$25.6K - $27.9K
|
5.03K
$154K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.15K- 11.56% |
$29.4K - $32K
|
8.81K
$270K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.17K- 95.89% |
$29.9K - $32.5K
|
50
$1.53K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.17K- 77.74% |
$29.9K - $32.6K
|
335
$10.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.53K- 3.32% |
$39.2K - $42.6K
|
44.7K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.58K- 8.7% |
$40.4K - $44K
|
16.6K
$508K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.62K- 3.42% |
$41.5K - $45.1K
|
45.8K
$1.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2K- 2.49% |
$51.2K - $55.7K
|
78.3K
$2.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.06K- 7.78% |
$52.6K - $57.2K
|
24.4K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.12K- 0.48% |
$54.3K - $59.1K
|
440K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.18K- 7.44% |
$55.7K - $60.6K
|
27.1K
$829K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.33K- 6.43% |
$59.6K - $64.8K
|
33.9K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.36K- 37.04% |
$60.3K - $65.6K
|
4.01K
$123K
|