Purchases and Sales Made in Q3 2021 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46M+ 3.68% |
$107M - $114M
|
97.5M
$2.88B
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
950KNew |
$29.3M - $31.3M
|
950K
$28.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
897KNew |
$27.7M - $29.5M
|
897K
$26.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 44.49% |
$5.03M - $5.36M
|
529K
$15.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
BUY
|
- |
115KNew |
$3.55M - $3.78M
|
115K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
93.7K+ 3.27% |
$2.89M - $3.08M
|
2.96M
$87.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
87.5K+ 276.04% |
$2.7M - $2.88M
|
119K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
87.1KNew |
$2.69M - $2.87M
|
87.1K
$2.57M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
72.4K+ 7.11% |
$2.23M - $2.38M
|
1.09M
$32.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.3K+ 429.8% |
$2.05M - $2.18M
|
81.8K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
59.3K+ 5.33% |
$1.83M - $1.95M
|
1.17M
$34.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.4K+ 407.55% |
$1.8M - $1.92M
|
72.7K
$2.15M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
56.6K+ 5.1% |
$1.75M - $1.86M
|
1.17M
$34.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.8K+ 67.59% |
$1.48M - $1.57M
|
119K
$3.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.7KNew |
$1.47M - $1.57M
|
47.7K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
45.8K+ 3.8% |
$1.41M - $1.51M
|
1.25M
$37M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42.2KNew |
$1.3M - $1.39M
|
42.2K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42KNew |
$1.29M - $1.38M
|
42K
$1.24M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
38.9K+ 14051.99% |
$1.2M - $1.28M
|
39.2K
$1.16M
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
38.7K+ 19.82% |
$1.19M - $1.27M
|
234K
$6.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
35.8K+ 6.43% |
$1.1M - $1.18M
|
592K
$17.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
35.3K+ 648.75% |
$1.09M - $1.16M
|
40.8K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.6K+ 9.73% |
$977K - $1.04M
|
357K
$10.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
31.5K+ 23.92% |
$972K - $1.04M
|
163K
$4.82M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
27.8K+ 11.17% |
$857K - $914K
|
276K
$8.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
24.4KNew |
$753K - $803K
|
24.4K
$721K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.7K+ 2.66% |
$731K - $780K
|
916K
$27.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.2K+ 67.62% |
$715K - $763K
|
57.5K
$1.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.7K+ 7.59% |
$700K - $746K
|
321K
$9.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21.2K+ 53.24% |
$655K - $699K
|
61.1K
$1.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
20.9K+ 5.26% |
$644K - $687K
|
417K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19.3K+ 7.85% |
$595K - $635K
|
265K
$7.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.2K+ 42.16% |
$594K - $633K
|
64.9K
$1.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18.7KNew |
$577K - $615K
|
18.7K
$553K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.1K+ 285.88% |
$560K - $597K
|
24.5K
$724K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
18.1KNew |
$557K - $594K
|
18.1K
$534K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
16.9K+ 3.03% |
$522K - $557K
|
575K
$17M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7K+ 57.41% |
$485K - $518K
|
43.1K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$459K - $490K
|
14.9K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$455K - $485K
|
14.7K
$436K
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
14K+ 12.0% |
$433K - $462K
|
131K
$3.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.1K+ 10.76% |
$404K - $431K
|
135K
$3.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.7K+ 2996.92% |
$360K - $384K
|
12K
$356K
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
11.6K+ 6.33% |
$359K - $383K
|
196K
$5.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$352K - $375K
|
11.4K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
10.5K+ 27.17% |
$324K - $345K
|
49.1K
$1.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.3K+ 25.2% |
$318K - $340K
|
51.3K
$1.52M
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
10.3K+ 4.87% |
$317K - $338K
|
221K
$6.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.53K+ 35.08% |
$294K - $314K
|
36.7K
$1.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.69K+ 8.53% |
$268K - $286K
|
111K
$3.27M
|