Purchases and Sales Made in Q4 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.35K+ 3.48% |
$68K - $79.9K
|
70.1K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 16.16% |
$65.3K - $76.8K
|
16.3K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.23K+ 6.54% |
$64.3K - $75.5K
|
36.2K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.99KNew |
$57.6K - $67.7K
|
1.99K
$61.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.97K+ 9.64% |
$56.9K - $66.9K
|
22.4K
$690K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.9KNew |
$54.9K - $64.5K
|
1.9K
$58.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 3.14% |
$53.4K - $62.8K
|
60.7K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 28.34% |
$52.6K - $61.8K
|
8.24K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.82K+ 1.22% |
$52.5K - $61.7K
|
151K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.73K+ 11.63% |
$50.1K - $58.9K
|
16.6K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.65KNew |
$47.8K - $56.1K
|
1.65K
$50.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.55K+ 0.67% |
$44.7K - $52.5K
|
231K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.55K+ 12.55% |
$44.6K - $52.5K
|
13.9K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.51K+ 3.6% |
$43.7K - $51.4K
|
43.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.35K+ 3.05% |
$39K - $45.8K
|
45.6K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.26K+ 13.36% |
$36.3K - $42.6K
|
10.7K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.25K+ 19.52% |
$36.2K - $42.6K
|
7.68K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.25K+ 18.0% |
$36.1K - $42.5K
|
8.2K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.22KNew |
$35.1K - $41.2K
|
1.22K
$37.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$34.7K - $40.8K
|
1.2K
$37K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.16K+ 4.03% |
$33.6K - $39.4K
|
30K
$922K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 5268.18% |
$33.5K - $39.3K
|
1.18K
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.15KNew |
$33.1K - $38.9K
|
1.15K
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 0.23% |
$29.2K - $34.3K
|
447K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
972+ 13.55% |
$28.1K - $33K
|
8.15K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
958+ 1.59% |
$27.7K - $32.5K
|
61.2K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
940+ 8.18% |
$27.2K - $31.9K
|
12.4K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
929+ 4.31% |
$26.8K - $31.5K
|
22.5K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
754+ 3.96% |
$21.8K - $25.6K
|
19.8K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
668New |
$19.3K - $22.7K
|
668
$20.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
663+ 6.92% |
$19.2K - $22.5K
|
10.2K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
654+ 3.96% |
$18.9K - $22.2K
|
17.2K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$17.4K - $20.5K
|
604
$18.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
582+ 3.92% |
$16.8K - $19.8K
|
15.4K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
558+ 88.57% |
$16.1K - $18.9K
|
1.19K
$36.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
510+ 6.37% |
$14.7K - $17.3K
|
8.52K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
488+ 2.35% |
$14.1K - $16.6K
|
21.3K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
475+ 2.53% |
$13.7K - $16.1K
|
19.3K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430+ 19.21% |
$12.4K - $14.6K
|
2.67K
$82.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
426+ 3.49% |
$12.3K - $14.5K
|
12.6K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
419New |
$12.1K - $14.2K
|
419
$12.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
390+ 541.67% |
$11.3K - $13.2K
|
462
$14.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
388New |
$11.2K - $13.2K
|
388
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
377+ 2.15% |
$10.9K - $12.8K
|
17.9K
$552K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 3.74% |
$10.9K - $12.8K
|
10.4K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
369New |
$10.7K - $12.5K
|
369
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
362+ 3.22% |
$10.5K - $12.3K
|
11.6K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
350+ 0.87% |
$10.1K - $11.9K
|
40.7K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
329New |
$9.5K - $11.2K
|
329
$10.1K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
308New |
$8.9K - $10.5K
|
308
$9.48K
|