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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
106New |
$2.64K - $2.91K
|
106
$3.53K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 16.67% |
$897 - $987
|
252
$8.38K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$498 - $548
|
20
$665
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$24.9 - $27.4
|
2.12K
$70.4K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$260K - $296K
|
11.2K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.46KNew |
$219K - $250K
|
9.46K
$315K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.86KNew |
$205K - $234K
|
8.86K
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.42KNew |
$56.2K - $63.9K
|
2.42K
$80.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.57KNew |
$36.5K - $41.5K
|
1.57K
$52.4K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
283New |
$6.56K - $7.46K
|
283
$9.41K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
239New |
$5.54K - $6.3K
|
239
$7.95K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
229+ 848.15% |
$5.31K - $6.04K
|
256
$8.51K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
224New |
$5.19K - $5.91K
|
224
$7.45K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190New |
$4.41K - $5.01K
|
190
$6.32K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
170New |
$3.94K - $4.48K
|
170
$5.65K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
123New |
$2.85K - $3.24K
|
123
$4.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
88New |
$2.04K - $2.32K
|
88
$2.93K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.16K - $1.32K
|
50
$1.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$162 - $185
|
7
$233
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 4.76% |
$23.2 - $26.4
|
22
$732
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
69.2K+ 822.76% |
$1.62M - $1.85M
|
77.6K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
20.3KNew |
$476K - $542K
|
20.3K
$675K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14KNew |
$328K - $374K
|
14K
$466K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.43K+ 2.2% |
$104K - $118K
|
205K
$6.83M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.03KNew |
$70.9K - $80.7K
|
3.03K
$101K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
2.15K+ 4.41% |
$50.5K - $57.5K
|
51K
$1.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
820New |
$19.2K - $21.9K
|
820
$27.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
700New |
$16.4K - $18.7K
|
700
$23.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
62New |
$1.45K - $1.65K
|
62
$2.06K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50New |
$1.17K - $1.33K
|
50
$1.66K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
24New |
$562 - $641
|
24
$798
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$52.3K - $60.8K
|
2.05K
$68K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
707New |
$18.1K - $21K
|
707
$23.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
400New |
$10.2K - $11.9K
|
400
$13.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
175New |
$4.47K - $5.2K
|
175
$5.82K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
87+ 1.0% |
$2.22K - $2.58K
|
8.76K
$291K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
85New |
$2.17K - $2.53K
|
85
$2.83K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
19New |
$486 - $564
|
19
$632
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25.3KNew |
$676K - $841K
|
25.3K
$843K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.7KNew |
$553K - $689K
|
20.7K
$690K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
698New |
$18.6K - $23.2K
|
698
$23.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
405+ 4.41% |
$10.8K - $13.4K
|
9.6K
$319K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
281New |
$7.5K - $9.33K
|
281
$9.35K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
197New |
$5.26K - $6.54K
|
197
$6.55K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
123New |
$3.28K - $4.08K
|
123
$4.09K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25New |
$667 - $830
|
25
$832
|
|
| Q4 2021 | |||||||
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
268New |
$8.1K - $8.98K
|
268
$8.91K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 64.94% |
$1.51K - $1.67K
|
127
$4.22K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
950KNew |
$29.3M - $31.3M
|
950K
$31.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
17.8KNew |
$550K - $587K
|
17.8K
$593K
|
|