Purchases and Sales Made in Q3 2021 in Schwab Fundamental Emerging Mk (FNDE)

FNDE Quotes by TradingView

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 26, 2021 Q3 2021
Edge Capital Group, LLC

BUY
 -
337
+ 0.62%
$10.4K - $11.1K
54.6K $1.61M
Oct 13, 2021 Q3 2021
Prairiewood Capital, LLC

BUY
 -
323
+ 0.24%
$9.97K - $10.6K
132K $3.91M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
298
+ 3.36%
$9.2K - $9.81K
9.16K $271K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
288
+ 10.73%
$8.89K - $9.48K
2.97K $87.9K
Jun 07, 2022 Q3 2021
True North Advisors, LLC

BUY
 -
276
+ 0.67%
$8.52K - $9.09K
41.2K $1.22M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
271
+ 9.05%
$8.36K - $8.92K
3.27K $96.6K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
236
New
$7.28K - $7.77K
236 $6.98K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
226
+ 22.58%
$6.97K - $7.44K
1.23K $36.3K
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
BUY
 -
221
New
$6.82K - $7.28K
221 $6.53K
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
219
New
$6.76K - $7.21K
219 $6.48K
Nov 15, 2021 Q3 2021
Swmg, LLC

Fort Worth, TX
BUY
 -
204
+ 0.5%
$6.3K - $6.72K
40.8K $1.21M
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
197
+ 2.37%
$6.08K - $6.49K
8.51K $252K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
167
New
$5.15K - $5.5K
167 $4.94K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

BUY
 -
130
+ 0.88%
$4.01K - $4.28K
14.9K $442K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
BUY
 -
123
+ 5.65%
$3.8K - $4.05K
2.3K $68K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
103
New
$3.18K - $3.39K
103 $3.05K
Nov 01, 2021 Q3 2021
Avion Wealth

The Woodlands, TX
BUY
 -
100
New
$3.09K - $3.29K
100 $2.96K
Nov 02, 2021 Q3 2021
Jackson Creek Investment Advisors LLC

BUY
 -
98
+ 0.19%
$3.02K - $3.23K
51.1K $1.51M
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
97
+ 3.02%
$2.99K - $3.19K
3.31K $97.8K
Nov 15, 2021 Q3 2021
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
91
New
$2.81K - $3K
91 $2.69K
Nov 02, 2021 Q3 2021
Waterfront Wealth Inc.

BUY
 -
76
+ 0.68%
$2.35K - $2.5K
11.3K $334K
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

BUY
 -
73
+ 0.45%
$2.25K - $2.4K
16.4K $485K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
54
New
$1.67K - $1.78K
54 $1.6K
Nov 10, 2021 Q3 2021
Glassman Wealth Services

BUY
 -
51
New
$1.57K - $1.68K
51 $1.51K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
51
New
$1.57K - $1.68K
51 $1.51K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
47
New
$1.45K - $1.55K
47 $1.39K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
44
+ 5.28%
$1.36K - $1.45K
877 $25.9K
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

BUY
 -
34
+ 3.05%
$1.05K - $1.12K
1.15K $34K
Oct 28, 2021 Q3 2021
Endurance Wealth Management, Inc.

BUY
 -
27
New
$833 - $889
27 $798
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
23
New
$710 - $757
23 $680
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
21
+ 0.32%
$648 - $691
6.55K $194K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
15
+ 1.38%
$463 - $494
1.1K $32.6K
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
0
Closed
$0 - $0
0 $0
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

SELL
 -
-11
- 0.03%
$339 - $362
39.4K $1.16M
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-21
Closed
$648 - $691
0 $0
Oct 08, 2021 Q3 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-43
- 0.52%
$1.33K - $1.42K
8.26K $244K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-54
- 5.12%
$1.67K - $1.78K
1K $29.6K
Nov 10, 2021 Q3 2021
Valley National Advisers Inc

SELL
 -
-56
- 0.86%
$1.73K - $1.84K
6.48K $192K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-57
Closed
$1.76K - $1.88K
0 $0
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-57
- 40.71%
$1.76K - $1.88K
83 $2.45K
Nov 16, 2021 Q3 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-60
- 0.59%
$1.85K - $1.98K
10.2K $300K
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-66
- 24.09%
$2.04K - $2.17K
208 $6.15K
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

SELL
 -
-125
- 0.29%
$3.86K - $4.12K
42.8K $1.26M
Aug 06, 2024 Q3 2021
Hantz Financial Services, Inc.

SELL
 -
-138
- 51.49%
$4.26K - $4.54K
130 $3.84K
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

SELL
 -
-145
Closed
$4.47K - $4.77K
0 $0
Oct 12, 2021 Q3 2021
Private Capital Management LLC

SELL
 -
-158
- 1.32%
$4.88K - $5.2K
11.8K $350K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-159
- 4.44%
$4.91K - $5.23K
3.42K $101K
Aug 30, 2024 Q3 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-186
- 70.72%
$5.74K - $6.12K
77 $2.28K
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-207
Closed
$6.39K - $6.81K
0 $0

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