Purchases and Sales Made in Q1 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 2.53% |
$348K - $433K
|
528K
$16.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 173.07% |
$302K - $376K
|
17.9K
$558K
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
10.4K+ 0.28% |
$279K - $347K
|
3.73M
$116M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
10.4K+ 18.41% |
$278K - $346K
|
67.1K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.4KNew |
$277K - $344K
|
10.4K
$324K
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.75K+ 16.1% |
$260K - $324K
|
70.3K
$2.2M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.43K+ 89.72% |
$252K - $313K
|
19.9K
$623K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.29K+ 10.98% |
$248K - $308K
|
93.9K
$2.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
8.28K+ 84.91% |
$221K - $275K
|
18K
$563K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.61K+ 19.71% |
$203K - $253K
|
46.3K
$1.44M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.55KNew |
$202K - $251K
|
7.55K
$236K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.31KNew |
$195K - $243K
|
7.31K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.27K+ 55.64% |
$194K - $241K
|
20.3K
$635K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.16KNew |
$191K - $238K
|
7.16K
$223K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.1K+ 36.43% |
$190K - $236K
|
26.6K
$831K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.92KNew |
$185K - $230K
|
6.92K
$216K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.35K+ 22.45% |
$170K - $211K
|
34.7K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.84K+ 110.23% |
$156K - $194K
|
11.1K
$348K
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.65K+ 5.28% |
$151K - $187K
|
113K
$3.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.6K+ 7.87% |
$149K - $186K
|
76.8K
$2.4M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.35K+ 248.46% |
$116K - $145K
|
6.11K
$191K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.3K+ 13.14% |
$115K - $143K
|
37K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.26K+ 26.0% |
$114K - $141K
|
20.6K
$644K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.24K+ 15.79% |
$113K - $141K
|
31.1K
$971K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
4.12K+ 88.86% |
$110K - $137K
|
8.75K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.92K+ 10.24% |
$105K - $130K
|
42.2K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.91K+ 7.09% |
$104K - $130K
|
59.1K
$1.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
3.83K+ 13.12% |
$102K - $127K
|
33K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 2.51% |
$90.8K - $113K
|
139K
$4.34M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
3.2K+ 46.95% |
$85.4K - $106K
|
10K
$313K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.89K+ 0.22% |
$77.1K - $95.9K
|
1.3M
$40.4M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.16K+ 15.11% |
$57.6K - $71.6K
|
16.4K
$514K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 5.47% |
$53.4K - $66.4K
|
38.6K
$1.21M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 22.12% |
$53.2K - $66.2K
|
11K
$344K
|
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.91K+ 2.98% |
$50.8K - $63.2K
|
65.8K
$2.06M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 105.84% |
$50.8K - $63.1K
|
3.7K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.86K+ 26.79% |
$49.8K - $61.9K
|
8.82K
$276K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.66K+ 12.77% |
$44.3K - $55K
|
14.6K
$457K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.41K+ 4.69% |
$37.6K - $46.7K
|
31.4K
$981K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39KNew |
$37K - $46K
|
1.39K
$43.3K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.32KNew |
$35.2K - $43.8K
|
1.32K
$41.2K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25K+ 60.25% |
$33.4K - $41.6K
|
3.33K
$104K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
798+ 1.13% |
$21.3K - $26.5K
|
71.4K
$2.23M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
698New |
$18.6K - $23.2K
|
698
$21.8K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
613+ 0.66% |
$16.4K - $20.4K
|
93.3K
$2.91M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
583New |
$15.6K - $19.4K
|
583
$18.2K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
522New |
$13.9K - $17.3K
|
522
$16.3K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
444+ 2.23% |
$11.9K - $14.7K
|
20.4K
$637K
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
405+ 4.41% |
$10.8K - $13.4K
|
9.6K
$300K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
359+ 4.2% |
$9.58K - $11.9K
|
8.91K
$278K
|