Latest Institutional Purchases of Schwab Fundamental Emerging Mk (FNDE)
This list provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54K+ 197.82% |
$1.56M - $1.83M
|
81.4K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$620K - $729K
|
21.5K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.1K+ 4.83% |
$378K - $444K
|
284K
$8.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.5K+ 3.48% |
$333K - $392K
|
343K
$9.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.3K+ 3.02% |
$298K - $350K
|
352K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.63KNew |
$278K - $327K
|
9.63K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.24KNew |
$267K - $314K
|
9.24K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 9.45% |
$174K - $204K
|
69.6K
$2.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.66K+ 2.32% |
$164K - $192K
|
250K
$7.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.25K+ 16.45% |
$93.8K - $110K
|
23K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.18K+ 1.25% |
$91.9K - $108K
|
257K
$7.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.26K+ 13.36% |
$36.3K - $42.6K
|
10.7K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
958+ 1.59% |
$27.7K - $32.5K
|
61.2K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
419New |
$12.1K - $14.2K
|
419
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
390+ 541.67% |
$11.3K - $13.2K
|
462
$13.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
377+ 2.15% |
$10.9K - $12.8K
|
17.9K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
268+ 0.54% |
$7.74K - $9.1K
|
49.5K
$1.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
223New |
$6.44K - $7.57K
|
223
$6.46K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
150New |
$4.33K - $5.09K
|
150
$4.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
137+ 3.96% |
$3.96K - $4.65K
|
3.6K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
123+ 10.2% |
$3.55K - $4.18K
|
1.33K
$38.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
122+ 0.67% |
$3.52K - $4.14K
|
18.5K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
113New |
$3.26K - $3.84K
|
113
$3.27K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
84+ 0.83% |
$2.43K - $2.85K
|
10.2K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.11% |
$318 - $373
|
9.77K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 4.35% |
$57.8 - $67.9
|
48
$1.39K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
891K+ 92.97% |
$25M - $29.1M
|
1.85M
$53.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
319K+ 644.56% |
$8.95M - $10.4M
|
369K
$10.7M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 606.57% |
$4.58M - $5.35M
|
191K
$5.52M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163KNew |
$4.57M - $5.33M
|
163K
$4.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
150K+ 230.67% |
$4.22M - $4.92M
|
216K
$6.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 14.88% |
$3.79M - $4.42M
|
1.04M
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
127KNew |
$3.55M - $4.14M
|
127K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
110K+ 4.66% |
$3.09M - $3.6M
|
2.47M
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.1K+ 4.91% |
$2.78M - $3.24M
|
2.12M
$61.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
56K+ 20.9% |
$1.57M - $1.83M
|
324K
$9.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
53.2K+ 67.76% |
$1.49M - $1.74M
|
132K
$3.81M
|
|
|
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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.7K+ 22.57% |
$1.28M - $1.49M
|
248K
$7.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
42.1KNew |
$1.18M - $1.38M
|
42.1K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41.1K+ 13.77% |
$1.15M - $1.34M
|
340K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
34.1K+ 3.43% |
$955K - $1.11M
|
1.03M
$29.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28.9K+ 9.5% |
$811K - $946K
|
334K
$9.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
28.6K+ 18.33% |
$802K - $935K
|
185K
$5.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
27.6K+ 165.53% |
$772K - $901K
|
44.2K
$1.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.8KNew |
$695K - $810K
|
24.8K
$718K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.8KNew |
$694K - $809K
|
24.8K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.2K+ 4.44% |
$679K - $792K
|
570K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.2K+ 62.64% |
$678K - $790K
|
62.8K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.5KNew |
$658K - $768K
|
23.5K
$681K
|
|