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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 1.0% |
$51.4 - $55.5
|
203
$5.88K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
155KNew |
$3.85M - $4.24M
|
155K
$4.48M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24.3KNew |
$607K - $667K
|
24.3K
$705K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
13KNew |
$324K - $356K
|
13K
$376K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.34KNew |
$233K - $256K
|
9.34K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.14KNew |
$203K - $223K
|
8.14K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11KNew |
$102K - $113K
|
4.11K
$119K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
550New |
$13.7K - $15.1K
|
550
$15.9K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
499+ 49900.0% |
$12.4K - $13.7K
|
500
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
219New |
$5.46K - $6K
|
219
$6.34K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
214New |
$5.33K - $5.87K
|
214
$6.2K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
106New |
$2.64K - $2.91K
|
106
$3.07K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.68% |
$1.62K - $1.78K
|
9.68K
$280K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 16.67% |
$897 - $987
|
252
$7.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$498 - $548
|
20
$579
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$24.9 - $27.4
|
2.12K
$61.3K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$260K - $296K
|
11.2K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.46KNew |
$219K - $250K
|
9.46K
$274K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.86KNew |
$205K - $234K
|
8.86K
$256K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.42KNew |
$56.2K - $63.9K
|
2.42K
$70.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.57KNew |
$36.5K - $41.5K
|
1.57K
$45.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
283New |
$6.56K - $7.46K
|
283
$8.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
239New |
$5.54K - $6.3K
|
239
$6.92K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
229+ 848.15% |
$5.31K - $6.04K
|
256
$7.41K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
224New |
$5.19K - $5.91K
|
224
$6.49K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190New |
$4.41K - $5.01K
|
190
$5.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
181+ 116.77% |
$4.2K - $4.77K
|
336
$9.73K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
170New |
$3.94K - $4.48K
|
170
$4.92K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
123New |
$2.85K - $3.24K
|
123
$3.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
88New |
$2.04K - $2.32K
|
88
$2.55K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.16K - $1.32K
|
50
$1.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$162 - $185
|
7
$203
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 4.76% |
$23.2 - $26.4
|
22
$637
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
69.2K+ 822.76% |
$1.62M - $1.85M
|
77.6K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
20.3KNew |
$476K - $542K
|
20.3K
$588K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14KNew |
$328K - $374K
|
14K
$405K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.43K+ 2.2% |
$104K - $118K
|
205K
$5.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.03KNew |
$70.9K - $80.7K
|
3.03K
$87.6K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
2.15K+ 4.41% |
$50.5K - $57.5K
|
51K
$1.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
820New |
$19.2K - $21.9K
|
820
$23.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
700New |
$16.4K - $18.7K
|
700
$20.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
175New |
$4.1K - $4.67K
|
175
$5.07K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
62New |
$1.45K - $1.65K
|
62
$1.8K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50New |
$1.17K - $1.33K
|
50
$1.45K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
24New |
$562 - $641
|
24
$695
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.4KNew |
$1.95M - $2.27M
|
76.4K
$2.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$52.3K - $60.8K
|
2.05K
$59.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
707New |
$18.1K - $21K
|
707
$20.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
400New |
$10.2K - $11.9K
|
400
$11.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
175New |
$4.47K - $5.2K
|
175
$5.07K
|
|