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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.06KNew |
$57.6K - $67.2K
|
2.06K
$59.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.99K+ 12450.0% |
$55.8K - $65.1K
|
2.01K
$58.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 85.2% |
$53.7K - $62.6K
|
4.17K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83K+ 3.75% |
$51.2K - $59.8K
|
50.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.8K+ 9.65% |
$50.4K - $58.8K
|
20.5K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 2.37% |
$49.6K - $57.8K
|
76.4K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1.72K+ 2.16% |
$48.3K - $56.3K
|
81.5K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65K+ 7.0% |
$46.1K - $53.8K
|
25.1K
$728K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.36K+ 1.28% |
$38.2K - $44.5K
|
107K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 26.54% |
$33K - $38.5K
|
5.61K
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 11.3% |
$32.7K - $38.1K
|
11.5K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 10.18% |
$30.8K - $35.9K
|
11.9K
$345K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
969+ 2.46% |
$27.2K - $31.7K
|
40.3K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
968+ 24.59% |
$27.1K - $31.6K
|
4.9K
$142K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
944+ 0.42% |
$26.5K - $30.8K
|
226K
$6.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
929+ 46.31% |
$26K - $30.4K
|
2.94K
$85K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
877New |
$24.6K - $28.7K
|
877
$25.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$22.4K - $26.1K
|
800
$23.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
780New |
$21.9K - $25.5K
|
780
$22.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
757New |
$21.2K - $24.7K
|
757
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
640+ 1.92% |
$17.9K - $20.9K
|
34K
$985K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
492+ 3.41% |
$13.8K - $16.1K
|
14.9K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
421+ 0.4% |
$11.8K - $13.8K
|
106K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
401+ 0.69% |
$11.2K - $13.1K
|
58.8K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
396New |
$11.1K - $12.9K
|
396
$11.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
350+ 0.22% |
$9.81K - $11.4K
|
157K
$4.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
295+ 1180.0% |
$8.27K - $9.64K
|
320
$9.27K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
290New |
$8.13K - $9.48K
|
290
$8.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
232+ 1.25% |
$6.5K - $7.58K
|
18.8K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
213+ 0.75% |
$5.97K - $6.96K
|
28.6K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
212+ 2.87% |
$5.94K - $6.93K
|
7.61K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
194New |
$5.44K - $6.34K
|
194
$5.62K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$5.18K - $6.05K
|
185
$5.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
180New |
$5.04K - $5.88K
|
180
$5.21K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
169+ 7.95% |
$4.74K - $5.52K
|
2.3K
$66.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
164New |
$4.6K - $5.36K
|
164
$4.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
153+ 0.33% |
$4.29K - $5K
|
46.8K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
152+ 2.01% |
$4.26K - $4.97K
|
7.71K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139New |
$3.89K - $4.54K
|
139
$4.03K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
135+ 0.78% |
$3.78K - $4.41K
|
17.5K
$506K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
134+ 0.65% |
$3.75K - $4.38K
|
20.8K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
128+ 0.78% |
$3.59K - $4.18K
|
16.5K
$479K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
125+ 51.65% |
$3.5K - $4.09K
|
367
$10.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
103New |
$2.89K - $3.37K
|
103
$2.98K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95New |
$2.66K - $3.1K
|
95
$2.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
74+ 0.74% |
$2.07K - $2.42K
|
10K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
59+ 0.68% |
$1.65K - $1.93K
|
8.76K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
59+ 1.3% |
$1.65K - $1.93K
|
4.58K
$133K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
47+ 0.69% |
$1.32K - $1.54K
|
6.84K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32+ 0.8% |
$897 - $1.05K
|
4.05K
$117K
|