Purchases and Sales Made in Q3 2023 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.98K+ 56.75% |
$260K - $283K
|
27.6K
$844K
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.95KNew |
$259K - $282K
|
9.95K
$304K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.6K+ 0.69% |
$250K - $272K
|
1.4M
$42.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.24K+ 27.43% |
$241K - $262K
|
42.9K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.11KNew |
$237K - $258K
|
9.11K
$279K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.52K+ 51.0% |
$222K - $242K
|
25.2K
$772K
|
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
8.46K+ 28.08% |
$220K - $240K
|
38.6K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.41K+ 17.86% |
$219K - $238K
|
55.5K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.3KNew |
$216K - $235K
|
8.3K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.03KNew |
$209K - $228K
|
8.03K
$246K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.35K+ 1.87% |
$191K - $208K
|
400K
$12.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.93K+ 60.25% |
$180K - $196K
|
18.4K
$564K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$177K - $193K
|
6.81K
$208K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
6.45K+ 2.12% |
$168K - $183K
|
311K
$9.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6K+ 17.82% |
$156K - $170K
|
39.6K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.44K+ 12.19% |
$142K - $154K
|
50.1K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
5.4K+ 170.32% |
$141K - $153K
|
8.57K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.93K+ 449.91% |
$128K - $140K
|
6.03K
$184K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.83K+ 4.71% |
$126K - $137K
|
107K
$3.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.37K+ 2.71% |
$87.7K - $95.5K
|
128K
$3.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.34K+ 5.09% |
$87.1K - $94.7K
|
69K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.12K+ 13.95% |
$81.3K - $88.5K
|
25.5K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.83K+ 3.84% |
$73.7K - $80.2K
|
76.4K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.42K+ 3.27% |
$62.9K - $68.5K
|
76.3K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 13.61% |
$57.9K - $63K
|
18.6K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.1K+ 24.68% |
$54.8K - $59.6K
|
10.6K
$325K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.1K+ 11.78% |
$54.7K - $59.5K
|
19.9K
$609K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.8K+ 17.23% |
$46.9K - $51.1K
|
12.3K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 5.24% |
$46.5K - $50.6K
|
35.8K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.4K+ 242.71% |
$36.4K - $39.6K
|
1.97K
$60.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.1KNew |
$28.7K - $31.2K
|
1.1K
$33.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 66.69% |
$27.6K - $30K
|
2.65K
$81K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.02K+ 194.29% |
$26.6K - $28.9K
|
1.55K
$47.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
950+ 371.09% |
$24.7K - $26.9K
|
1.21K
$36.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
909+ 4.44% |
$23.7K - $25.8K
|
21.4K
$654K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
896+ 38.65% |
$23.3K - $25.4K
|
3.21K
$98.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
835+ 2.52% |
$21.8K - $23.7K
|
34K
$1.04M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
833+ 6.0% |
$21.7K - $23.6K
|
14.7K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
789New |
$20.6K - $22.4K
|
789
$24.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
687+ 3.03% |
$17.9K - $19.5K
|
23.4K
$716K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
654+ 0.47% |
$17K - $18.5K
|
139K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
582+ 2.36% |
$15.2K - $16.5K
|
25.3K
$773K
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
570+ 2.53% |
$14.8K - $16.2K
|
23.1K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
562+ 7.4% |
$14.6K - $15.9K
|
8.16K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
548New |
$14.3K - $15.5K
|
548
$16.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
390+ 1.91% |
$10.2K - $11.1K
|
20.8K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
372+ 17.38% |
$9.69K - $10.5K
|
2.51K
$76.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
351New |
$9.14K - $9.95K
|
351
$10.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 1.34% |
$8.47K - $9.21K
|
24.6K
$752K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
301New |
$7.84K - $8.53K
|
301
$9.21K
|