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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.6K- 35.82% |
$2.28M - $2.48M
|
157K
$4.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 6.13% |
$3.02M - $3.28M
|
1.77M
$54M
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-128K- 4.7% |
$3.32M - $3.62M
|
2.59M
$78.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-178K- 44.56% |
$4.63M - $5.03M
|
221K
$6.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.13M- 65.21% |
$29.5M - $32.1M
|
605K
$18.4M
|