Purchases and Sales Made in Q2 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
12.6M+ 12.54% |
$321M - $373M
|
113M
$3.45B
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
346K+ 647.95% |
$8.85M - $10.3M
|
400K
$12.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
243K+ 339.89% |
$6.2M - $7.21M
|
314K
$9.61M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
208K+ 58.74% |
$5.32M - $6.18M
|
562K
$17.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
199KNew |
$5.09M - $5.91M
|
199K
$6.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
162K+ 59.35% |
$4.15M - $4.82M
|
436K
$13.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
138K+ 10.2% |
$3.52M - $4.09M
|
1.49M
$45.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
136K+ 637.64% |
$3.46M - $4.03M
|
157K
$4.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.4KNew |
$1.95M - $2.27M
|
76.4K
$2.34M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.4KNew |
$1.95M - $2.27M
|
76.4K
$2.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
75K+ 23.26% |
$1.92M - $2.23M
|
397K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
69.1KNew |
$1.77M - $2.05M
|
69.1K
$2.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
67.6K+ 12.49% |
$1.73M - $2.01M
|
609K
$18.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.8K+ 34.39% |
$1.5M - $1.75M
|
230K
$7.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
55.7K+ 517.1% |
$1.42M - $1.65M
|
66.5K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.4K+ 6.31% |
$1.13M - $1.32M
|
747K
$22.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
44.3K+ 11.45% |
$1.13M - $1.32M
|
431K
$13.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
43.6K+ 9.43% |
$1.11M - $1.3M
|
506K
$15.5M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3K+ 3.11% |
$825K - $959K
|
1.07M
$32.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3K+ 3.11% |
$825K - $959K
|
1.07M
$32.7M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
30.7K+ 110.79% |
$783K - $911K
|
58.3K
$1.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.7K+ 5.21% |
$682K - $793K
|
539K
$16.5M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
23.8K+ 4.0% |
$609K - $708K
|
619K
$18.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.8K+ 51.41% |
$607K - $706K
|
70K
$2.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.4K+ 17.15% |
$599K - $696K
|
160K
$4.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 15.42% |
$592K - $688K
|
173K
$5.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.8K+ 7.6% |
$583K - $677K
|
323K
$9.87M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
21.4K+ 6.52% |
$547K - $636K
|
349K
$10.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 3.65% |
$499K - $580K
|
555K
$17M
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
18.4K+ 12.81% |
$471K - $548K
|
162K
$4.97M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.9KNew |
$457K - $531K
|
17.9K
$547K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
16.8K+ 2.4% |
$430K - $500K
|
717K
$22M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
16.7KNew |
$427K - $496K
|
16.7K
$511K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
16.1K+ 17.39% |
$412K - $479K
|
109K
$3.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
14.3K+ 5.65% |
$365K - $424K
|
267K
$8.16M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.8KNew |
$353K - $410K
|
13.8K
$423K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.8KNew |
$353K - $410K
|
13.8K
$423K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.3K+ 28.79% |
$340K - $396K
|
59.6K
$1.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 32.32% |
$319K - $371K
|
51.1K
$1.56M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.2K+ 4.41% |
$311K - $361K
|
288K
$8.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
11.2K+ 58.51% |
$287K - $334K
|
30.4K
$931K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.57KNew |
$245K - $284K
|
9.57K
$293K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.22K+ 9.83% |
$236K - $274K
|
103K
$3.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.92K+ 5.97% |
$228K - $265K
|
158K
$4.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
8.74K+ 13.04% |
$223K - $260K
|
75.8K
$2.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
8.36K+ 11.88% |
$214K - $248K
|
78.7K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.25K+ 15.08% |
$211K - $245K
|
62.9K
$1.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8.04KNew |
$205K - $239K
|
8.04K
$246K
|
|
|
Sep 01, 2022
Q2 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.23KNew |
$185K - $215K
|
7.23K
$221K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.1KNew |
$181K - $211K
|
7.1K
$217K
|