Purchases and Sales Made in Q4 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 2022. 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 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.46M+ 2.2% |
$57.2M - $65M
|
115M
$3.51B
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
1.64M+ 257.72% |
$38M - $43.2M
|
2.28M
$69.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
218KNew |
$5.05M - $5.74M
|
218K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
193K+ 16.05% |
$4.48M - $5.09M
|
1.4M
$42.7M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
125KNew |
$2.89M - $3.28M
|
125K
$3.81M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
94KNew |
$2.18M - $2.48M
|
94K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
89.8KNew |
$2.08M - $2.37M
|
89.8K
$2.75M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
83.5K+ 43.98% |
$1.94M - $2.2M
|
273K
$8.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
77.8K+ 14.78% |
$1.8M - $2.05M
|
604K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
70.9K+ 79.04% |
$1.64M - $1.87M
|
161K
$4.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
66K+ 40.43% |
$1.53M - $1.74M
|
229K
$7.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
53.8K+ 61.05% |
$1.25M - $1.42M
|
142K
$4.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
50.5KNew |
$1.17M - $1.33M
|
50.5K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50.5K+ 14.52% |
$1.17M - $1.33M
|
398K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.3K+ 63.96% |
$1.05M - $1.19M
|
116K
$3.55M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$946K - $1.08M
|
40.8K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
40.7K+ 23.87% |
$945K - $1.07M
|
211K
$6.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
37.2K+ 13.98% |
$863K - $982K
|
304K
$9.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
36.1K+ 43.92% |
$837K - $952K
|
118K
$3.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
35.6KNew |
$826K - $939K
|
35.6K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33.8KNew |
$784K - $891K
|
33.8K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
30.1KNew |
$699K - $795K
|
30.1K
$922K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
27.7KNew |
$643K - $731K
|
27.7K
$848K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.7K+ 11.05% |
$572K - $651K
|
248K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$522K - $594K
|
22.5K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
21.1K+ 30.94% |
$490K - $557K
|
89.5K
$2.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
20K+ 1.72% |
$463K - $526K
|
1.18M
$36.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.3K+ 40.41% |
$448K - $510K
|
67.2K
$2.06M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 79.91% |
$425K - $483K
|
41.3K
$1.26M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.3KNew |
$401K - $457K
|
17.3K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
17K+ 3.16% |
$395K - $449K
|
556K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.9KNew |
$370K - $420K
|
15.9K
$488K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14KNew |
$326K - $370K
|
14K
$430K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.4KNew |
$311K - $354K
|
13.4K
$411K
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.2K+ 7.96% |
$306K - $347K
|
179K
$5.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.2K+ 8.92% |
$305K - $347K
|
161K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 41.26% |
$304K - $346K
|
44.9K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
12K+ 85.47% |
$277K - $316K
|
26K
$794K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.4KNew |
$264K - $300K
|
11.4K
$348K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
11.4K+ 15.31% |
$264K - $300K
|
85.7K
$2.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$260K - $296K
|
11.2K
$343K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.2K+ 62.61% |
$259K - $295K
|
29K
$888K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.9KNew |
$254K - $288K
|
10.9K
$335K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 8.9% |
$236K - $268K
|
124K
$3.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.68KNew |
$225K - $255K
|
9.68K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.46KNew |
$219K - $250K
|
9.46K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
9.32K+ 4.03% |
$216K - $246K
|
241K
$7.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9.26KNew |
$215K - $244K
|
9.26K
$283K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
9.13K+ 18.27% |
$212K - $241K
|
59.1K
$1.81M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.86KNew |
$205K - $234K
|
8.86K
$271K
|