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 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
134+ 0.65% |
$3.75K - $4.38K
|
20.8K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23- 1.25% |
$644 - $752
|
1.81K
$52.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-15.7K- 2.76% |
$440K - $513K
|
553K
$16.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
290New |
$8.13K - $9.48K
|
290
$8.42K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
421+ 0.4% |
$11.8K - $13.8K
|
106K
$3.08M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
47+ 0.69% |
$1.32K - $1.54K
|
6.84K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.9KNew |
$416K - $485K
|
14.9K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
396New |
$11.1K - $12.9K
|
396
$11.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-158- 5.84% |
$4.43K - $5.16K
|
2.55K
$74K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 13.37% |
$32.3K - $37.6K
|
7.46K
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.2KNew |
$174K - $203K
|
6.2K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
19KNew |
$531K - $619K
|
19K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
125+ 51.65% |
$3.5K - $4.09K
|
367
$10.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32+ 0.8% |
$897 - $1.05K
|
4.05K
$118K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-809- 2.73% |
$22.7K - $26.4K
|
28.8K
$837K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
12.3K+ 205.35% |
$345K - $403K
|
18.3K
$533K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 14.88% |
$3.79M - $4.42M
|
1.04M
$30.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13.9K- 31.72% |
$389K - $453K
|
29.9K
$867K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16+ 0.22% |
$448 - $523
|
7.16K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 23.27% |
$55.1K - $64.2K
|
6.48K
$188K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-595- 11.8% |
$16.7K - $19.4K
|
4.45K
$129K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.51KNew |
$182K - $213K
|
6.51K
$189K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 1.16% |
$392 - $458
|
1.22K
$35.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.53K- 4.51% |
$42.7K - $49.8K
|
32.3K
$938K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-524- 1.17% |
$14.7K - $17.1K
|
44.2K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45.7K+ 159.22% |
$1.28M - $1.49M
|
74.4K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
59+ 1.3% |
$1.65K - $1.93K
|
4.58K
$133K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
150K+ 230.67% |
$4.22M - $4.92M
|
216K
$6.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
929+ 46.31% |
$26K - $30.4K
|
2.94K
$85.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.71K+ 5.94% |
$188K - $219K
|
120K
$3.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
944+ 0.42% |
$26.5K - $30.8K
|
226K
$6.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95New |
$2.66K - $3.1K
|
95
$2.76K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-621- 4.66% |
$17.4K - $20.3K
|
12.7K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.03K+ 17.72% |
$225K - $262K
|
53.4K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
53.2K+ 67.76% |
$1.49M - $1.74M
|
132K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
295+ 1180.0% |
$8.27K - $9.64K
|
320
$9.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
164New |
$4.6K - $5.36K
|
164
$4.76K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.42KNew |
$180K - $210K
|
6.42K
$187K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.3K- 3.63% |
$318K - $371K
|
301K
$8.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.05K- 1.88% |
$198K - $230K
|
369K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 11.3% |
$32.7K - $38.1K
|
11.5K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-166- 0.34% |
$4.65K - $5.42K
|
48.3K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.27K+ 13.01% |
$63.7K - $74.3K
|
19.7K
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.49K+ 2.27% |
$154K - $180K
|
247K
$7.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.45K- 4.55% |
$153K - $178K
|
114K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-19- 0.63% |
$532 - $621
|
2.99K
$86.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.37K+ 2.17% |
$122K - $143K
|
206K
$5.98M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.79% |
$224 - $261
|
1.03K
$29.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.75K+ 2.26% |
$77.1K - $89.9K
|
124K
$3.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.9K- 1.04% |
$390K - $455K
|
1.33M
$38.5M
|