Purchases and Sales Made in Q4 2021 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
11K+ 4.02% |
$332K - $368K
|
284K
$8.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.8K+ 61.26% |
$325K - $360K
|
28.3K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.5KNew |
$318K - $352K
|
10.5K
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
10.2K+ 24.87% |
$310K - $343K
|
51.4K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10.1K+ 16.55% |
$306K - $339K
|
71.2K
$2.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.1KNew |
$305K - $338K
|
10.1K
$299K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9.67KNew |
$292K - $324K
|
9.67K
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.3K+ 18.14% |
$281K - $311K
|
60.6K
$1.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.12K+ 21.13% |
$275K - $305K
|
52.3K
$1.55M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
8.33KNew |
$252K - $279K
|
8.33K
$246K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.81K+ 3.14% |
$236K - $262K
|
256K
$7.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.54K+ 15.36% |
$228K - $253K
|
56.6K
$1.67M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.47K+ 110.1% |
$226K - $250K
|
14.3K
$421K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.27K+ 6.57% |
$220K - $243K
|
118K
$3.49M
|
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.23KNew |
$219K - $242K
|
7.23K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7.2K+ 8.43% |
$218K - $241K
|
92.6K
$2.74M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.08KNew |
$214K - $237K
|
7.08K
$209K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.89K+ 1.16% |
$208K - $231K
|
599K
$17.7M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.56K+ 588.52% |
$198K - $220K
|
7.68K
$227K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.54KNew |
$198K - $219K
|
6.54K
$193K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.18K+ 19.05% |
$187K - $207K
|
38.6K
$1.14M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
5.85K+ 12.7% |
$177K - $196K
|
51.9K
$1.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
4.77K+ 19.55% |
$144K - $160K
|
29.2K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.27K+ 10.17% |
$129K - $143K
|
46.2K
$1.37M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.23KNew |
$128K - $141K
|
4.23K
$125K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.98K+ 17.39% |
$120K - $133K
|
26.8K
$794K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.79K+ 1.09% |
$115K - $127K
|
352K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.45K+ 6.01% |
$104K - $116K
|
60.9K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.87K+ 7.82% |
$86.7K - $96.1K
|
39.6K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.59KNew |
$78.3K - $86.8K
|
2.59K
$76.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.37K+ 35.88% |
$71.5K - $79.3K
|
8.96K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.3K+ 6.41% |
$69.6K - $77.1K
|
38.3K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.28KNew |
$69K - $76.4K
|
2.28K
$67.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.01KNew |
$60.6K - $67.1K
|
2.01K
$59.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 4.26% |
$60.2K - $66.7K
|
48.8K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.87K+ 54.75% |
$56.6K - $62.8K
|
5.3K
$157K
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.81K+ 1.37% |
$54.7K - $60.7K
|
134K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.6K+ 9.87% |
$48.3K - $53.6K
|
17.8K
$526K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.53K+ 3.36% |
$46.2K - $51.2K
|
47K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
1.49K+ 2.07% |
$45.1K - $50K
|
73.7K
$2.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.3K+ 2.5% |
$39.2K - $43.4K
|
53.3K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.26K+ 6.75% |
$38.1K - $42.2K
|
20K
$590K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25K+ 60.25% |
$37.8K - $41.9K
|
3.33K
$98.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.22K+ 0.44% |
$36.9K - $40.9K
|
277K
$8.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
1.15K+ 9.72% |
$34.8K - $38.5K
|
13K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
1.14K+ 14.08% |
$34.3K - $38K
|
9.19K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 14.09% |
$33.6K - $37.3K
|
9.01K
$266K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 2.57% |
$30.6K - $34K
|
40.4K
$1.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
925New |
$28K - $31K
|
925
$27.4K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
906+ 9.9% |
$27.4K - $30.3K
|
10.1K
$298K
|