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 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
85New |
$2.17K - $2.53K
|
85
$2.63K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
82+ 0.83% |
$2.1K - $2.44K
|
10K
$309K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
78+ 0.24% |
$1.99K - $2.32K
|
32.3K
$997K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
65+ 325.0% |
$1.66K - $1.93K
|
85
$2.63K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
58+ 8.67% |
$1.48K - $1.72K
|
727
$22.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
38New |
$971 - $1.13K
|
38
$1.17K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
37New |
$946 - $1.1K
|
37
$1.14K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 2.6% |
$920 - $1.07K
|
1.42K
$43.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 375.0% |
$767 - $891
|
38
$1.17K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 13.79% |
$613 - $713
|
198
$6.12K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
19New |
$486 - $564
|
19
$587
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 3.21% |
$230 - $267
|
289
$8.93K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.21% |
$51.1 - $59.4
|
167
$5.16K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$25.6 - $29.7
|
11
$340
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.07% |
$25.6 - $29.7
|
1.34K
$41.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.6% |
$102 - $119
|
658
$20.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-6- 10.34% |
$153 - $178
|
52
$1.61K
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-8- 0.04% |
$204 - $238
|
20.6K
$637K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-11- 4.82% |
$281 - $327
|
217
$6.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-19- 10.22% |
$486 - $564
|
167
$5.16K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-26- 11.21% |
$665 - $772
|
206
$6.36K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26- 4.3% |
$665 - $772
|
578
$17.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-27- 0.3% |
$690 - $802
|
8.94K
$276K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-29- 34.52% |
$741 - $862
|
55
$1.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-35Closed |
$895 - $1.04K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-37- 0.59% |
$946 - $1.1K
|
6.19K
$191K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-46- 4.71% |
$1.18K - $1.37K
|
930
$28.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-75Closed |
$1.92K - $2.23K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-88- 2.47% |
$2.25K - $2.61K
|
3.47K
$107K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 2.03% |
$2.4K - $2.79K
|
4.53K
$140K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-95- 0.27% |
$2.43K - $2.82K
|
34.6K
$1.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-117- 3.42% |
$2.99K - $3.48K
|
3.31K
$102K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-162Closed |
$4.14K - $4.81K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-178- 6.6% |
$4.55K - $5.29K
|
2.52K
$77.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-181Closed |
$4.63K - $5.38K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-208Closed |
$5.32K - $6.18K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-214Closed |
$5.47K - $6.36K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-220Closed |
$5.62K - $6.54K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-250- 2.68% |
$6.39K - $7.43K
|
9.07K
$280K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-251Closed |
$6.42K - $7.46K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-349- 0.71% |
$8.92K - $10.4K
|
48.8K
$1.51M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-354- 2.15% |
$9.05K - $10.5K
|
16.1K
$497K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-360- 73.47% |
$9.2K - $10.7K
|
130
$4.02K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-371- 58.52% |
$9.48K - $11K
|
263
$8.12K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-375- 1.84% |
$9.59K - $11.1K
|
20K
$618K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-387- 44.18% |
$9.89K - $11.5K
|
489
$15.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-396- 76.01% |
$10.1K - $11.8K
|
125
$3.86K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-438- 50.34% |
$11.2K - $13K
|
432
$13.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-452- 7.4% |
$11.6K - $13.4K
|
5.66K
$175K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-455- 4.13% |
$11.6K - $13.5K
|
10.5K
$326K
|