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 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8.34KNew |
$193K - $220K
|
8.34K
$254K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.36K+ 10.13% |
$171K - $194K
|
80K
$2.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6.97K+ 2.3% |
$162K - $184K
|
310K
$9.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.38K+ 16.78% |
$148K - $168K
|
44.4K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.16K+ 19.45% |
$143K - $162K
|
37.8K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.5K+ 1.59% |
$128K - $145K
|
351K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.91K+ 6.46% |
$114K - $130K
|
80.9K
$2.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.43K+ 51.26% |
$103K - $117K
|
13.1K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.31KNew |
$99.9K - $114K
|
4.31K
$131K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.16K+ 56.68% |
$96.4K - $110K
|
11.5K
$350K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.72K+ 2.87% |
$86.2K - $98K
|
133K
$4.06M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.08K+ 1.4% |
$71.5K - $81.3K
|
223K
$6.78M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.89KNew |
$66.9K - $76.1K
|
2.89K
$87.8K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.59K+ 25.0% |
$60.1K - $68.4K
|
13K
$395K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.42KNew |
$56.2K - $63.9K
|
2.42K
$73.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.42K+ 25.99% |
$56.1K - $63.8K
|
11.7K
$357K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12KNew |
$49.1K - $55.8K
|
2.12K
$64.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.89K+ 6.65% |
$43.7K - $49.7K
|
30.3K
$921K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
1.89K+ 5.14% |
$43.7K - $49.7K
|
38.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.87KNew |
$43.5K - $49.4K
|
1.87K
$57K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.68KNew |
$38.9K - $44.2K
|
1.68K
$51K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.57KNew |
$36.5K - $41.5K
|
1.57K
$47.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.52K+ 45.55% |
$35.2K - $40.1K
|
4.86K
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.51K+ 1270.59% |
$35.1K - $39.9K
|
1.63K
$49.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45KNew |
$33.5K - $38.1K
|
1.45K
$44K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.37KNew |
$31.7K - $36.1K
|
1.37K
$41.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.37K+ 7.56% |
$31.7K - $36K
|
19.4K
$592K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
1.36K+ 4.47% |
$31.6K - $35.9K
|
31.8K
$969K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
1.27K+ 0.83% |
$29.5K - $33.6K
|
154K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.23KNew |
$28.6K - $32.5K
|
1.23K
$37.6K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.23K+ 388.92% |
$28.5K - $32.4K
|
1.55K
$47K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 388.92% |
$28.5K - $32.4K
|
1.55K
$47K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.22KNew |
$28.2K - $32.1K
|
1.22K
$37K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.2K+ 10.79% |
$27.8K - $31.6K
|
12.3K
$375K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.18K+ 1.23% |
$27.3K - $31.1K
|
96.9K
$2.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
978+ 8.61% |
$22.7K - $25.8K
|
12.3K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
896+ 2.1% |
$20.8K - $23.6K
|
43.5K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
850+ 3.49% |
$19.7K - $22.4K
|
25.2K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
847New |
$19.6K - $22.3K
|
847
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
737+ 1.04% |
$17.1K - $19.4K
|
71.5K
$2.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
635+ 25.47% |
$14.7K - $16.7K
|
3.13K
$95.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
524+ 165.82% |
$12.2K - $13.8K
|
840
$25.6K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
445New |
$10.3K - $11.7K
|
445
$13.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
372+ 0.15% |
$8.63K - $9.81K
|
244K
$7.44M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368+ 35.45% |
$8.53K - $9.7K
|
1.41K
$42.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
366New |
$8.49K - $9.65K
|
366
$11.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
364+ 3.41% |
$8.44K - $9.6K
|
11K
$336K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
343New |
$7.95K - $9.04K
|
343
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
342+ 760.0% |
$7.93K - $9.02K
|
387
$11.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
302+ 347.13% |
$7K - $7.96K
|
389
$11.8K
|