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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
7.83K+ 13.86% |
$242K - $258K
|
64.4K
$1.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.69K+ 31.07% |
$237K - $253K
|
32.5K
$960K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.41KNew |
$229K - $244K
|
7.41K
$219K
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7.3KNew |
$225K - $240K
|
7.3K
$216K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
7.27K+ 14.62% |
$224K - $239K
|
57K
$1.69M
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7.26K+ 9.28% |
$224K - $239K
|
85.4K
$2.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6.92KNew |
$214K - $228K
|
6.92K
$205K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
6.34K+ 2.23% |
$196K - $209K
|
290K
$8.58M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.23K+ 36.67% |
$192K - $205K
|
23.2K
$687K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.08K+ 15.43% |
$188K - $200K
|
45.5K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.04K+ 14.81% |
$186K - $199K
|
46.8K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.69K+ 53.68% |
$176K - $187K
|
16.3K
$482K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.54K+ 4.16% |
$171K - $182K
|
139K
$4.11M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.52KNew |
$170K - $182K
|
5.52K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.21K+ 47.34% |
$161K - $171K
|
16.2K
$479K
|
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
BUY
|
- |
5.05K+ 2.47% |
$156K - $166K
|
210K
$6.21M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.92K+ 573.66% |
$152K - $162K
|
5.78K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
4.54K+ 7.73% |
$140K - $149K
|
63.2K
$1.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.32K+ 51.89% |
$133K - $142K
|
12.6K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 53.22% |
$130K - $138K
|
12.1K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.84K+ 128.13% |
$119K - $127K
|
6.84K
$202K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.44K+ 1.4% |
$106K - $113K
|
249K
$7.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.17K+ 2.5% |
$97.9K - $104K
|
130K
$3.84M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.4K+ 0.73% |
$74.2K - $79.1K
|
332K
$9.82M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.03K+ 15.05% |
$62.7K - $66.9K
|
15.5K
$459K
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
BUY
|
- |
1.85K+ 25.03% |
$57.1K - $60.9K
|
9.25K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.75KNew |
$54.1K - $57.7K
|
1.75K
$51.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.5K+ 3.93% |
$46.3K - $49.4K
|
39.7K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 9.18% |
$45.5K - $48.6K
|
17.6K
$519K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.32KNew |
$40.6K - $43.4K
|
1.32K
$38.9K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.29K+ 303.78% |
$39.7K - $42.3K
|
1.71K
$50.5K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25K+ 60.15% |
$38.6K - $41.2K
|
3.33K
$98.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.23KNew |
$37.9K - $40.4K
|
1.23K
$36.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 2.25% |
$35.6K - $38K
|
52.5K
$1.55M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.14K+ 11.71% |
$35.2K - $37.6K
|
10.9K
$322K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.12KNew |
$34.6K - $36.9K
|
1.12K
$33.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.12K+ 6.29% |
$34.6K - $36.9K
|
19K
$560K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
945+ 0.4% |
$29.2K - $31.1K
|
238K
$7.03M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
882+ 8.74% |
$27.2K - $29K
|
11K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
813New |
$25.1K - $26.8K
|
813
$24K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
761New |
$23.5K - $25.1K
|
761
$22.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
681+ 58.35% |
$21K - $22.4K
|
1.85K
$54.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
669New |
$20.6K - $22K
|
669
$19.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
656+ 7.09% |
$20.2K - $21.6K
|
9.91K
$293K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
634New |
$19.6K - $20.9K
|
634
$18.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
621New |
$19.2K - $20.4K
|
621
$18.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
536New |
$16.5K - $17.6K
|
536
$15.8K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
450+ 2250.0% |
$13.9K - $14.8K
|
470
$13.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
396+ 316.8% |
$12.2K - $13K
|
521
$15.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
392New |
$12.1K - $12.9K
|
392
$11.6K
|