Purchases and Sales Made in Q2 2023 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-41- 1.42% |
$1.05K - $1.14K
|
2.84K
$84.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-46- 10.5% |
$1.18K - $1.28K
|
392
$11.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 0.94% |
$1.47K - $1.58K
|
5.98K
$177K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-99- 0.26% |
$2.55K - $2.75K
|
37.7K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-129- 1.28% |
$3.32K - $3.58K
|
9.94K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-159- 0.45% |
$4.09K - $4.41K
|
35.1K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-217- 8.56% |
$5.58K - $6.02K
|
2.32K
$68.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-219- 1.51% |
$5.63K - $6.08K
|
14.3K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-224- 96.14% |
$5.76K - $6.22K
|
9
$266
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-234- 4.84% |
$6.02K - $6.49K
|
4.6K
$136K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-234- 4.84% |
$6.02K - $6.49K
|
4.6K
$136K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-283- 2.76% |
$7.28K - $7.85K
|
9.97K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-291- 0.47% |
$7.48K - $8.08K
|
62.2K
$1.84M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-356- 73.55% |
$9.16K - $9.88K
|
128
$3.78K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-356- 73.55% |
$9.16K - $9.88K
|
128
$3.78K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-438- 16.72% |
$11.3K - $12.2K
|
2.18K
$64.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-470- 2.15% |
$12.1K - $13K
|
21.4K
$634K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-480- 1.21% |
$12.3K - $13.3K
|
39.3K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-500- 4.89% |
$12.9K - $13.9K
|
9.73K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-503- 1.06% |
$12.9K - $14K
|
47.1K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-568- 3.4% |
$14.6K - $15.8K
|
16.1K
$477K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-568- 69.69% |
$14.6K - $15.8K
|
247
$7.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-570- 6.48% |
$14.7K - $15.8K
|
8.23K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-575- 1.13% |
$14.8K - $16K
|
50.5K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-603- 1.22% |
$15.5K - $16.7K
|
48.7K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-629- 25.73% |
$16.2K - $17.5K
|
1.82K
$53.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-640- 4.71% |
$16.5K - $17.8K
|
12.9K
$383K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-704- 1.34% |
$18.1K - $19.5K
|
52K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-783- 6.81% |
$20.1K - $21.7K
|
10.7K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-839- 6.9% |
$21.6K - $23.3K
|
11.3K
$335K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-853- 6.67% |
$21.9K - $23.7K
|
11.9K
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-919- 2.49% |
$23.6K - $25.5K
|
36K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-928- 9.13% |
$23.9K - $25.8K
|
9.24K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-992- 5.34% |
$25.5K - $27.5K
|
17.6K
$520K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-997- 1.07% |
$25.6K - $27.7K
|
92.6K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.06K- 1.36% |
$27.2K - $29.3K
|
76.6K
$2.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.1K- 12.13% |
$28.3K - $30.5K
|
7.96K
$235K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.16K- 4.57% |
$29.8K - $32.2K
|
24.2K
$717K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.19K- 9.22% |
$30.5K - $32.9K
|
11.7K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.19K- 9.22% |
$30.5K - $32.9K
|
11.7K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 3.52% |
$31K - $33.5K
|
33.1K
$979K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.41K- 0.46% |
$36.3K - $39.2K
|
307K
$9.08M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42K- 1.94% |
$36.4K - $39.3K
|
71.5K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.42K- 22.65% |
$36.5K - $39.4K
|
4.85K
$143K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.57K- 12.26% |
$40.4K - $43.6K
|
11.3K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.58K- 63.42% |
$40.6K - $43.8K
|
910
$26.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.58K- 4.5% |
$40.7K - $44K
|
33.6K
$995K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.92K- 5.01% |
$49.3K - $53.2K
|
36.4K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.41K- 9.5% |
$62.1K - $67K
|
23K
$680K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.46K- 57.18% |
$63.4K - $68.4K
|
1.85K
$54.6K
|