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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
123New |
$3.16K - $3.41K
|
123
$3.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.42K- 22.65% |
$36.5K - $39.4K
|
4.85K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
8.96KNew |
$231K - $249K
|
8.96K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-41- 1.42% |
$1.05K - $1.14K
|
2.84K
$85.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
316New |
$8.13K - $8.77K
|
316
$9.51K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
366+ 42.07% |
$9.41K - $10.2K
|
1.24K
$37.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.22KNew |
$31.4K - $33.9K
|
1.22K
$36.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
932New |
$24K - $25.9K
|
932
$28.1K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
438New |
$11.3K - $12.2K
|
438
$13.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
41+ 0.53% |
$1.05K - $1.14K
|
7.84K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
239+ 6.89% |
$6.15K - $6.63K
|
3.71K
$112K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.1K- 12.13% |
$28.3K - $30.5K
|
7.96K
$240K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.95% |
$463 - $500
|
1.87K
$56.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-6.34K- 3.37% |
$163K - $176K
|
182K
$5.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
182KNew |
$4.67M - $5.04M
|
182K
$5.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.65KNew |
$93.8K - $101K
|
3.65K
$110K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
390New |
$10K - $10.8K
|
390
$11.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.57K- 12.26% |
$40.4K - $43.6K
|
11.3K
$339K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.46K- 35.62% |
$115K - $124K
|
8.07K
$243K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-99- 0.26% |
$2.55K - $2.75K
|
37.7K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
7.32KNew |
$188K - $203K
|
7.32K
$220K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-570- 6.48% |
$14.7K - $15.8K
|
8.23K
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 1.0% |
$51.4 - $55.5
|
203
$6.11K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24.3KNew |
$607K - $667K
|
24.3K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.9K- 84.82% |
$47.3K - $52.1K
|
340
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$24.9 - $27.4
|
2.12K
$63.8K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.14KNew |
$203K - $223K
|
8.14K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.68% |
$1.62K - $1.78K
|
9.68K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.17K- 5.62% |
$54.1K - $59.5K
|
36.4K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
499+ 49900.0% |
$12.4K - $13.7K
|
500
$15.1K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
106New |
$2.64K - $2.91K
|
106
$3.19K
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-81.9K- 91.22% |
$2.04M - $2.25M
|
7.89K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.34KNew |
$233K - $256K
|
9.34K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
13KNew |
$324K - $356K
|
13K
$391K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-737- 2.18% |
$18.4K - $20.2K
|
33.1K
$995K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
550New |
$13.7K - $15.1K
|
550
$16.6K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
155KNew |
$3.85M - $4.24M
|
155K
$4.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11KNew |
$102K - $113K
|
4.11K
$124K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-321- 93.59% |
$8K - $8.8K
|
22
$662
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$498 - $548
|
20
$602
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
214New |
$5.33K - $5.87K
|
214
$6.44K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 16.67% |
$897 - $987
|
252
$7.59K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.86KNew |
$205K - $234K
|
8.86K
$267K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
224New |
$5.19K - $5.91K
|
224
$6.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
88New |
$2.04K - $2.32K
|
88
$2.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$162 - $185
|
7
$211
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.46KNew |
$219K - $250K
|
9.46K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.57KNew |
$36.5K - $41.5K
|
1.57K
$47.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 4.76% |
$23.2 - $26.4
|
22
$662
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.69K- 5.09% |
$225K - $256K
|
181K
$5.44M
|
|