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 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-32- 24.62% |
$819 - $891
|
98
$3.2K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.24KNew |
$57.2K - $62.2K
|
2.24K
$73K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.35KNew |
$34.5K - $37.5K
|
1.35K
$44K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.17K- 77.74% |
$29.9K - $32.6K
|
335
$10.9K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.79K+ 60.73% |
$96.9K - $105K
|
10K
$327K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
115New |
$2.94K - $3.2K
|
115
$3.75K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.17KNew |
$55.5K - $60.4K
|
2.17K
$70.8K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
651+ 7233.33% |
$16.7K - $18.1K
|
660
$21.5K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.1K+ 100.06% |
$1.9M - $2.06M
|
148K
$4.83M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.6KNew |
$375K - $408K
|
14.6K
$478K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.34M- 98.77% |
$85.4M - $92.9M
|
41.7K
$1.36M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.4KNew |
$522K - $568K
|
20.4K
$666K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.4KNew |
$471K - $512K
|
18.4K
$601K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-729K- 86.46% |
$18.6M - $20.3M
|
114K
$3.72M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-564- 5.18% |
$14.4K - $15.7K
|
10.3K
$337K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.04K- 13.09% |
$77.7K - $84.5K
|
20.2K
$658K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.03K+ 30.56% |
$103K - $112K
|
17.2K
$562K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
159New |
$4.07K - $4.42K
|
159
$5.19K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
858New |
$21.9K - $23.9K
|
858
$28K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$259K - $282K
|
10.1K
$331K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
143+ 0.31% |
$3.66K - $3.98K
|
46.6K
$1.52M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45New |
$1.15K - $1.25K
|
45
$1.47K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15New |
$384 - $417
|
15
$489
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
10.5KNew |
$269K - $293K
|
10.5K
$343K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
371New |
$9.49K - $10.3K
|
371
$12.1K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.51M+ 1.23% |
$38.7M - $42.1M
|
125M
$4.07B
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.17K- 95.89% |
$29.9K - $32.5K
|
50
$1.63K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
774+ 3.8% |
$19.8K - $21.5K
|
21.1K
$690K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-837- 89.33% |
$21.4K - $23.3K
|
100
$3.26K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51- 33.77% |
$1.3K - $1.42K
|
100
$3.26K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3New |
$76.7 - $83.5
|
3
$97.9
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.4K- 15.65% |
$164K - $178K
|
34.5K
$1.12M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42.7K+ 14.91% |
$1.09M - $1.19M
|
329K
$10.7M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.08KNew |
$53.2K - $57.9K
|
2.08K
$67.9K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.47KNew |
$242K - $264K
|
9.47K
$309K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79New |
$2.02K - $2.2K
|
79
$2.58K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
818New |
$20.9K - $22.8K
|
818
$26.7K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
101New |
$2.58K - $2.81K
|
101
$3.3K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 10.92% |
$9.75K - $10.6K
|
3.11K
$101K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-43- 0.08% |
$1.1K - $1.2K
|
50.8K
$1.66M
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
29+ 0.28% |
$742 - $807
|
10.4K
$339K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
43New |
$1.1K - $1.2K
|
43
$1.4K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-90- 0.15% |
$2.3K - $2.5K
|
58.4K
$1.91M
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.64K- 31.35% |
$170K - $185K
|
14.5K
$474K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11New |
$281 - $306
|
11
$359
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5+ 3.45% |
$128 - $139
|
150
$4.89K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$20.5K - $22.3K
|
800
$26.1K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-735- 11.74% |
$18.8K - $20.5K
|
5.53K
$180K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$335K - $364K
|
13.1K
$427K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9.76KNew |
$250K - $272K
|
9.76K
$319K
|