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
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
302+ 3.45% |
$8.72K - $10.3K
|
9.07K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
298+ 0.31% |
$8.61K - $10.1K
|
97.5K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
290New |
$8.38K - $9.85K
|
290
$8.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
281+ 6.32% |
$8.12K - $9.54K
|
4.73K
$146K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
280+ 3.68% |
$8.09K - $9.51K
|
7.89K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
274+ 3.83% |
$7.92K - $9.3K
|
7.43K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
268+ 0.54% |
$7.74K - $9.1K
|
49.5K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
245+ 3.58% |
$7.08K - $8.32K
|
7.09K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
229New |
$6.62K - $7.77K
|
229
$7.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
228+ 9.93% |
$6.59K - $7.74K
|
2.52K
$77.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
223New |
$6.44K - $7.57K
|
223
$6.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
193New |
$5.58K - $6.55K
|
193
$5.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
169+ 18.15% |
$4.88K - $5.74K
|
1.1K
$33.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
166+ 57.24% |
$4.8K - $5.64K
|
456
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
165+ 0.17% |
$4.77K - $5.6K
|
95.8K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
163+ 1.37% |
$4.71K - $5.53K
|
12.1K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
162New |
$4.68K - $5.5K
|
162
$4.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
160+ 3.95% |
$4.62K - $5.43K
|
4.21K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
152+ 0.47% |
$4.39K - $5.16K
|
32.4K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
150New |
$4.33K - $5.09K
|
150
$4.62K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
137+ 3.96% |
$3.96K - $4.65K
|
3.6K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
125New |
$3.61K - $4.24K
|
125
$3.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
123+ 10.2% |
$3.55K - $4.18K
|
1.33K
$40.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
122+ 0.67% |
$3.52K - $4.14K
|
18.5K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
121New |
$3.5K - $4.11K
|
121
$3.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
113New |
$3.26K - $3.84K
|
113
$3.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
106+ 0.94% |
$3.06K - $3.6K
|
11.4K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 47.17% |
$2.89K - $3.4K
|
312
$9.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
84+ 0.83% |
$2.43K - $2.85K
|
10.2K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78+ 0.27% |
$2.25K - $2.65K
|
28.7K
$882K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
73New |
$2.11K - $2.48K
|
73
$2.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$2.02K - $2.38K
|
70
$2.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
65New |
$1.88K - $2.21K
|
65
$2K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
64New |
$1.85K - $2.17K
|
64
$1.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
52+ 9.81% |
$1.5K - $1.77K
|
582
$17.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52+ 21.94% |
$1.5K - $1.77K
|
289
$8.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
44New |
$1.27K - $1.49K
|
44
$1.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 1.23% |
$1.16K - $1.36K
|
3.3K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 3.89% |
$1.16K - $1.36K
|
1.07K
$32.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38New |
$1.1K - $1.29K
|
38
$1.17K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35New |
$1.01K - $1.19K
|
35
$1.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30+ 3.96% |
$867 - $1.02K
|
787
$24.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
23New |
$664 - $781
|
23
$708
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.21% |
$664 - $781
|
10.9K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$578 - $679
|
20
$615
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.11% |
$318 - $373
|
9.77K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10+ 2.72% |
$289 - $340
|
377
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$260 - $306
|
9
$277
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 4.35% |
$231 - $272
|
192
$5.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7New |
$202 - $238
|
7
$215
|