Purchases and Sales Made in Q1 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2024. 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 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.7M+ 17329.43% |
$69.2M - $75.3M
|
2.72M
$82.9M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.51M+ 1.23% |
$38.7M - $42.1M
|
125M
$3.81B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 7.69% |
$3.71M - $4.04M
|
2.03M
$62M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
143K+ 34.48% |
$3.66M - $3.99M
|
558K
$17M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 7.87% |
$3.62M - $3.94M
|
1.94M
$59.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 7.87% |
$3.62M - $3.94M
|
1.94M
$59.2M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
106KNew |
$2.72M - $2.96M
|
106K
$3.24M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 17.86% |
$2.68M - $2.92M
|
692K
$21.1M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
88.9K+ 20.95% |
$2.27M - $2.47M
|
513K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
79.6K+ 16.81% |
$2.04M - $2.21M
|
553K
$16.9M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74.2K+ 70683.81% |
$1.9M - $2.07M
|
74.3K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.1K+ 100.06% |
$1.9M - $2.06M
|
148K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.4K+ 155.06% |
$1.55M - $1.68M
|
99.4K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
57.7K+ 40.09% |
$1.48M - $1.61M
|
202K
$6.14M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
43.5K+ 35.32% |
$1.11M - $1.21M
|
167K
$5.08M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43K+ 27.93% |
$1.1M - $1.2M
|
197K
$6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42.7K+ 14.91% |
$1.09M - $1.19M
|
329K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38K+ 10.99% |
$973K - $1.06M
|
384K
$11.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.4K+ 153.63% |
$957K - $1.04M
|
61.7K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
33K+ 11.77% |
$845K - $919K
|
314K
$9.56M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
32.8K+ 6.1% |
$838K - $912K
|
570K
$17.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.4K+ 9.33% |
$829K - $902K
|
380K
$11.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
30.2K+ 10.89% |
$772K - $840K
|
307K
$9.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
29.4K+ 12.14% |
$753K - $819K
|
272K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
29.4K+ 5.42% |
$752K - $818K
|
571K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
29.2KNew |
$746K - $812K
|
29.2K
$889K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27.5K+ 6.09% |
$705K - $767K
|
480K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.1K+ 37.4% |
$668K - $726K
|
95.9K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
25.4K+ 10.89% |
$650K - $707K
|
259K
$7.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23.3KNew |
$595K - $648K
|
23.3K
$709K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.1KNew |
$565K - $615K
|
22.1K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.4KNew |
$522K - $568K
|
20.4K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
20K+ 41.62% |
$512K - $557K
|
68.1K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 40.95% |
$507K - $552K
|
68.3K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.4KNew |
$471K - $512K
|
18.4K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.6KNew |
$375K - $408K
|
14.6K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
14.1K+ 8.15% |
$360K - $392K
|
187K
$5.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.5KNew |
$346K - $376K
|
13.5K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
13.2K+ 3.68% |
$339K - $369K
|
374K
$11.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$335K - $364K
|
13.1K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13K+ 16.12% |
$333K - $362K
|
93.7K
$2.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
13K+ 5.44% |
$332K - $362K
|
252K
$7.68M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$302K - $329K
|
11.8K
$360K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.6K+ 72.56% |
$297K - $324K
|
27.6K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
11.4K+ 4.67% |
$291K - $317K
|
255K
$7.77M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 2.73% |
$283K - $308K
|
417K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 10.31% |
$277K - $301K
|
116K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.8K+ 9.12% |
$276K - $301K
|
129K
$3.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.5K+ 9.71% |
$269K - $293K
|
119K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
10.5KNew |
$269K - $293K
|
10.5K
$321K
|