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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 15.78% |
$59K - $68.8K
|
11.2K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-431- 10.67% |
$12.1K - $14.1K
|
3.61K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 26.54% |
$33K - $38.5K
|
5.61K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
110K+ 4.66% |
$3.09M - $3.6M
|
2.47M
$71.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.5KNew |
$658K - $768K
|
23.5K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.5K- 65.67% |
$660K - $769K
|
12.3K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
180New |
$5.04K - $5.88K
|
180
$5.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29K- 2.67% |
$814K - $949K
|
1.06M
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139New |
$3.89K - $4.54K
|
139
$4.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.99K+ 12450.0% |
$55.8K - $65.1K
|
2.01K
$58.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 0.04% |
$4.88K - $5.69K
|
400K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.45K+ 73.91% |
$209K - $243K
|
17.5K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.53K- 10.54% |
$99K - $115K
|
30K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.8K- 16.49% |
$107K - $124K
|
19.3K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.57KNew |
$184K - $215K
|
6.57K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$323K - $377K
|
11.5K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-615- 34.03% |
$17.2K - $20.1K
|
1.19K
$34.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 20.31% |
$453K - $528K
|
95.7K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-474- 0.22% |
$13.3K - $15.5K
|
216K
$6.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.49K+ 47.64% |
$97.9K - $114K
|
10.8K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 20.15% |
$373K - $436K
|
79.5K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.7K- 31.6% |
$383K - $447K
|
29.6K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.2K+ 4.44% |
$679K - $792K
|
570K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 20.19% |
$56.7K - $66.2K
|
8.01K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.38K- 4.24% |
$235K - $274K
|
190K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
34.1K+ 3.43% |
$955K - $1.11M
|
1.03M
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-787K- 0.63% |
$22M - $25.7M
|
124M
$3.6B
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-73- 3.2% |
$2.05K - $2.39K
|
2.21K
$64.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5- 1.71% |
$140 - $163
|
288
$8.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-143- 0.14% |
$4.01K - $4.67K
|
99.6K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
780New |
$21.9K - $25.5K
|
780
$22.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
128+ 0.78% |
$3.59K - $4.18K
|
16.5K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4K- 38.3% |
$112K - $131K
|
6.45K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
212+ 2.87% |
$5.94K - $6.93K
|
7.61K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
153+ 0.33% |
$4.29K - $5K
|
46.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.28K+ 13.62% |
$63.9K - $74.5K
|
19K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5K+ 28.92% |
$140K - $163K
|
22.3K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.34K- 33.38% |
$122K - $142K
|
8.66K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.9K- 3.62% |
$643K - $750K
|
611K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.4KNew |
$263K - $307K
|
9.4K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41.1K+ 13.77% |
$1.15M - $1.34M
|
340K
$9.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 0.19% |
$33.8K - $39.4K
|
625K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.2K- 0.44% |
$61.6K - $71.9K
|
497K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
350+ 0.22% |
$9.81K - $11.4K
|
157K
$4.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-293- 10.99% |
$8.21K - $9.58K
|
2.37K
$69K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
42.1KNew |
$1.18M - $1.38M
|
42.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.83KNew |
$247K - $288K
|
8.83K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.36K+ 1.45% |
$234K - $273K
|
583K
$16.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-849- 8.14% |
$23.8K - $27.7K
|
9.58K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.7K+ 22.57% |
$1.28M - $1.49M
|
248K
$7.2M
|