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 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.33K- 6.43% |
$59.6K - $64.8K
|
33.9K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
10.5KNew |
$269K - $293K
|
10.5K
$313K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.17K- 95.89% |
$29.9K - $32.5K
|
50
$1.49K
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.58K- 8.7% |
$40.4K - $44K
|
16.6K
$494K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
106KNew |
$2.72M - $2.96M
|
106K
$3.17M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.96K+ 0.9% |
$50.1K - $54.5K
|
219K
$6.52M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
143K+ 34.48% |
$3.66M - $3.99M
|
558K
$16.6M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.51M+ 1.23% |
$38.7M - $42.1M
|
125M
$3.72B
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.7M+ 17329.43% |
$69.2M - $75.3M
|
2.72M
$81M
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
774+ 3.8% |
$19.8K - $21.5K
|
21.1K
$629K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-126- 54.55% |
$3.22K - $3.51K
|
105
$3.12K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8.33K- 2.62% |
$213K - $232K
|
310K
$9.22M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-669- 0.69% |
$17.1K - $18.6K
|
96.2K
$2.86M
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
6.24K+ 4.16% |
$159K - $174K
|
156K
$4.65M
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
6.27K+ 2.13% |
$160K - $175K
|
300K
$8.94M
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
43.5K+ 35.32% |
$1.11M - $1.21M
|
167K
$4.96M
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
20K+ 41.62% |
$512K - $557K
|
68.1K
$2.03M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190- 8.01% |
$4.86K - $5.29K
|
2.18K
$64.9K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-837- 89.33% |
$21.4K - $23.3K
|
100
$2.98K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
57.7K+ 40.09% |
$1.48M - $1.61M
|
202K
$6M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.47K- 11.98% |
$140K - $152K
|
40.2K
$1.2M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-320- 44.82% |
$8.19K - $8.91K
|
394
$11.7K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
483+ 5.72% |
$12.4K - $13.4K
|
8.92K
$266K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
846+ 0.66% |
$21.6K - $23.5K
|
129K
$3.83M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$1.13K - $1.22K
|
44
$1.31K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-25.3K- 39.16% |
$647K - $704K
|
39.3K
$1.17M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17K+ 85.6% |
$30K - $32.6K
|
2.54K
$75.6K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51- 33.77% |
$1.3K - $1.42K
|
100
$2.98K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-350- 4.1% |
$8.95K - $9.74K
|
8.19K
$244K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74.2K+ 70683.81% |
$1.9M - $2.07M
|
74.3K
$2.21M
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
3.41K+ 2.47% |
$87.1K - $94.8K
|
141K
$4.21M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
976+ 20.02% |
$25K - $27.2K
|
5.85K
$174K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
746+ 23.21% |
$19.1K - $20.8K
|
3.96K
$118K
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
88.9K+ 20.95% |
$2.27M - $2.47M
|
513K
$15.3M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-20.8K- 8.19% |
$531K - $578K
|
233K
$6.92M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
579New |
$14.8K - $16.1K
|
579
$17.2K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13K+ 16.12% |
$333K - $362K
|
93.7K
$2.79M
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.4K- 15.65% |
$164K - $178K
|
34.5K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3New |
$76.7 - $83.5
|
3
$89.3
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
993+ 2.3% |
$25.4K - $27.6K
|
44.1K
$1.31M
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
13.2K+ 3.68% |
$339K - $369K
|
374K
$11.1M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-117- 8.04% |
$2.99K - $3.26K
|
1.34K
$39.8K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 2.73% |
$283K - $308K
|
417K
$12.4M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.57K+ 4.54% |
$91.3K - $99.4K
|
82.2K
$2.45M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42.7K+ 14.91% |
$1.09M - $1.19M
|
329K
$9.78M
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38K+ 10.99% |
$973K - $1.06M
|
384K
$11.4M
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.4K+ 13.51% |
$87K - $94.7K
|
28.6K
$851K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.08KNew |
$53.2K - $57.9K
|
2.08K
$61.9K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.47KNew |
$242K - $264K
|
9.47K
$282K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.5KNew |
$346K - $376K
|
13.5K
$402K
|