Latest Institutional Transactions on Schwab Fundamental Emerging Mk (FNDE)
This table provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.9K- 84.82% |
$47.3K - $52.1K
|
340
$9.85K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
219New |
$5.46K - $6K
|
219
$6.35K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.68% |
$1.62K - $1.78K
|
9.68K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$24.9 - $27.4
|
2.12K
$61.4K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.14KNew |
$203K - $223K
|
8.14K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.17K- 5.62% |
$54.1K - $59.5K
|
36.4K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72New |
$1.79K - $1.97K
|
72
$2.09K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
499+ 49900.0% |
$12.4K - $13.7K
|
500
$14.5K
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-81.9K- 91.22% |
$2.04M - $2.25M
|
7.89K
$229K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
106New |
$2.64K - $2.91K
|
106
$3.07K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
13KNew |
$324K - $356K
|
13K
$376K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.34KNew |
$233K - $256K
|
9.34K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
550New |
$13.7K - $15.1K
|
550
$15.9K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-737- 2.18% |
$18.4K - $20.2K
|
33.1K
$958K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
155KNew |
$3.85M - $4.24M
|
155K
$4.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11KNew |
$102K - $113K
|
4.11K
$119K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-321- 93.59% |
$8K - $8.8K
|
22
$638
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$498 - $548
|
20
$580
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
214New |
$5.33K - $5.87K
|
214
$6.2K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 16.67% |
$897 - $987
|
252
$7.3K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.86KNew |
$205K - $234K
|
8.86K
$257K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
224New |
$5.19K - $5.91K
|
224
$6.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
88New |
$2.04K - $2.32K
|
88
$2.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.46KNew |
$219K - $250K
|
9.46K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$162 - $185
|
7
$203
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.57KNew |
$36.5K - $41.5K
|
1.57K
$45.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-145- 83.33% |
$3.36K - $3.82K
|
29
$840
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 4.76% |
$23.2 - $26.4
|
22
$638
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.69K- 5.09% |
$225K - $256K
|
181K
$5.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.42KNew |
$56.2K - $63.9K
|
2.42K
$70.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-109- 9.65% |
$2.53K - $2.87K
|
1.02K
$29.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
283New |
$6.56K - $7.46K
|
283
$8.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
229+ 848.15% |
$5.31K - $6.04K
|
256
$7.42K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
170New |
$3.94K - $4.48K
|
170
$4.93K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.16K - $1.32K
|
50
$1.45K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
181+ 116.77% |
$4.2K - $4.77K
|
336
$9.74K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$260K - $296K
|
11.2K
$325K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
239New |
$5.54K - $6.3K
|
239
$6.93K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
123New |
$2.85K - $3.24K
|
123
$3.56K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190New |
$4.41K - $5.01K
|
190
$5.51K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50New |
$1.17K - $1.33K
|
50
$1.45K
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-390Closed |
$9.14K - $10.4K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-226- 18.42% |
$5.3K - $6.03K
|
1K
$29K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.89K- 42.87% |
$161K - $184K
|
9.18K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.4K- 55.77% |
$268K - $305K
|
9.06K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
20.3KNew |
$476K - $542K
|
20.3K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-56- 0.41% |
$1.31K - $1.49K
|
13.7K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-37- 97.37% |
$867 - $988
|
1
$29
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
62New |
$1.45K - $1.65K
|
62
$1.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
700New |
$16.4K - $18.7K
|
700
$20.3K
|
|