Purchases and Sales Made in Q3 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2024. 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 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
891K+ 92.97% |
$25M - $29.1M
|
1.85M
$56.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
319K+ 644.56% |
$8.95M - $10.4M
|
369K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 606.57% |
$4.58M - $5.35M
|
191K
$5.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
150K+ 230.67% |
$4.22M - $4.92M
|
216K
$6.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 14.88% |
$3.79M - $4.42M
|
1.04M
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
127KNew |
$3.55M - $4.14M
|
127K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
110K+ 4.66% |
$3.09M - $3.6M
|
2.47M
$75.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
110KNew |
$3.08M - $3.59M
|
110K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.1K+ 4.91% |
$2.78M - $3.24M
|
2.12M
$64.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
56K+ 20.9% |
$1.57M - $1.83M
|
324K
$9.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
53.2K+ 67.76% |
$1.49M - $1.74M
|
132K
$4.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
46.7KNew |
$1.31M - $1.53M
|
46.7K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45.7K+ 159.22% |
$1.28M - $1.49M
|
74.4K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.7K+ 22.57% |
$1.28M - $1.49M
|
248K
$7.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
42.1KNew |
$1.18M - $1.38M
|
42.1K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41.1K+ 13.77% |
$1.15M - $1.34M
|
340K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
34.1K+ 3.43% |
$955K - $1.11M
|
1.03M
$31.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28.9K+ 9.5% |
$811K - $946K
|
334K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
28.6K+ 18.33% |
$802K - $935K
|
185K
$5.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
27.6K+ 165.53% |
$772K - $901K
|
44.2K
$1.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.8KNew |
$695K - $810K
|
24.8K
$759K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.8KNew |
$694K - $809K
|
24.8K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.2K+ 4.44% |
$679K - $792K
|
570K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.2K+ 62.64% |
$678K - $790K
|
62.8K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.5KNew |
$658K - $768K
|
23.5K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 36.98% |
$651K - $760K
|
86.1K
$2.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2K+ 237.5% |
$539K - $628K
|
27.3K
$836K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
19KNew |
$531K - $619K
|
19K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.2K+ 32.22% |
$481K - $561K
|
70.4K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.3K+ 164.4% |
$457K - $533K
|
26.2K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.3K+ 51.78% |
$457K - $532K
|
47.8K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 20.31% |
$453K - $528K
|
95.7K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 3.96% |
$437K - $510K
|
410K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
14.9K+ 8.27% |
$417K - $486K
|
195K
$5.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.9KNew |
$416K - $485K
|
14.9K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.5K+ 4.42% |
$405K - $473K
|
342K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
13.5K+ 4.43% |
$380K - $443K
|
319K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 20.15% |
$373K - $436K
|
79.5K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
12.8K+ 4.97% |
$360K - $420K
|
271K
$8.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 11.01% |
$348K - $405K
|
125K
$3.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
12.3K+ 205.35% |
$345K - $403K
|
18.3K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 62.5% |
$334K - $390K
|
31K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.6KNew |
$325K - $379K
|
11.6K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$323K - $377K
|
11.5K
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
11.1K+ 22.5% |
$310K - $362K
|
60.3K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10.2K+ 17.75% |
$286K - $334K
|
67.7K
$2.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.51KNew |
$266K - $311K
|
9.51K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.5K+ 1.56% |
$266K - $310K
|
620K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.4KNew |
$263K - $307K
|
9.4K
$288K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
9.08K+ 2.82% |
$255K - $297K
|
331K
$10.1M
|