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 |
---|---|---|---|---|---|---|---|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.66K+ 18.13% |
$68K - $74K
|
17.3K
$566K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-86- 11.33% |
$2.2K - $2.39K
|
673
$22K
|
|
Q4 2023 | |||||||
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
65New |
$1.65K - $1.77K
|
65
$2.12K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26New |
$659 - $707
|
26
$848
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19New |
$481 - $516
|
19
$620
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
86New |
$2.18K - $2.34K
|
86
$2.81K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-73- 81.11% |
$1.85K - $1.98K
|
17
$555
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-909- 58.83% |
$23K - $24.7K
|
636
$20.8K
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-15.1K- 39.15% |
$383K - $411K
|
23.5K
$767K
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
289+ 3.43% |
$7.32K - $7.86K
|
8.7K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-253- 84.05% |
$6.41K - $6.88K
|
48
$1.57K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.8KNew |
$452K - $485K
|
17.8K
$582K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
44New |
$1.11K - $1.2K
|
44
$1.44K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
73New |
$1.85K - $1.98K
|
73
$2.38K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.6KNew |
$523K - $561K
|
20.6K
$674K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-909- 4.25% |
$23K - $24.7K
|
20.5K
$668K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$557 - $598
|
22
$718
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
303+ 1.31% |
$7.67K - $8.24K
|
23.4K
$765K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 81.77% |
$3.75K - $4.02K
|
329
$10.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.52KNew |
$115K - $123K
|
4.52K
$148K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.02KNew |
$102K - $109K
|
4.02K
$131K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.47K+ 6.89% |
$88K - $94.4K
|
53.9K
$1.76M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
452New |
$11.4K - $12.3K
|
452
$14.7K
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
16.4KNew |
$415K - $446K
|
16.4K
$535K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.27K - $1.36K
|
50
$1.63K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.28KNew |
$83K - $89.1K
|
3.28K
$107K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-89- 1.07% |
$2.25K - $2.42K
|
8.21K
$268K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.98% |
$177 - $190
|
183
$5.97K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.6K- 39.95% |
$193K - $207K
|
11.4K
$373K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
83New |
$2.1K - $2.26K
|
83
$2.71K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101New |
$2.56K - $2.75K
|
101
$3.3K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
595New |
$15.1K - $16.2K
|
595
$19.4K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
482New |
$12.2K - $13.1K
|
482
$15.7K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.69K- 15.7% |
$42.9K - $46K
|
9.09K
$297K
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
24New |
$608 - $652
|
24
$783
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
835New |
$21.2K - $22.7K
|
835
$27.2K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
80+ 3.96% |
$2.03K - $2.17K
|
2.1K
$68.5K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80New |
$2.03K - $2.17K
|
80
$2.61K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
21New |
$532 - $571
|
21
$685
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
101+ 3.03% |
$2.56K - $2.75K
|
3.43K
$112K
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.34K- 16.14% |
$135K - $145K
|
27.7K
$904K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$402K - $431K
|
15.9K
$518K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.49K- 98.87% |
$37.6K - $40.4K
|
17
$555
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
931New |
$23.6K - $25.3K
|
931
$30.4K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-100- 25.06% |
$2.53K - $2.72K
|
299
$9.76K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
203New |
$5.14K - $5.52K
|
203
$6.62K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
503New |
$12.7K - $13.7K
|
503
$16.4K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.83KNew |
$46.3K - $49.6K
|
1.83K
$59.6K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
173New |
$4.38K - $4.7K
|
173
$5.64K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.02KNew |
$51.2K - $55K
|
2.02K
$66K
|