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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 695.73% |
$29.2K - $31.8K
|
1.31K
$39.8K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
993+ 2.3% |
$25.4K - $27.6K
|
44.1K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
993+ 0.37% |
$25.4K - $27.6K
|
269K
$8.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
982New |
$25.1K - $27.3K
|
982
$29.9K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
976+ 20.02% |
$25K - $27.2K
|
5.85K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
913+ 0.72% |
$23.4K - $25.4K
|
128K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
858New |
$21.9K - $23.9K
|
858
$26.2K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
846+ 0.66% |
$21.6K - $23.5K
|
129K
$3.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
839+ 6.09% |
$21.5K - $23.3K
|
14.6K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
836+ 3.56% |
$21.4K - $23.3K
|
24.3K
$742K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
818New |
$20.9K - $22.8K
|
818
$24.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$20.5K - $22.3K
|
800
$24.4K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
774+ 3.8% |
$19.8K - $21.5K
|
21.1K
$644K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
746+ 23.21% |
$19.1K - $20.8K
|
3.96K
$121K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
651+ 5.5% |
$16.7K - $18.1K
|
12.5K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
651+ 7233.33% |
$16.7K - $18.1K
|
660
$20.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
633+ 5.51% |
$16.2K - $17.6K
|
12.1K
$369K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
579New |
$14.8K - $16.1K
|
579
$17.6K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
563+ 9.48% |
$14.4K - $15.7K
|
6.5K
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
538New |
$13.8K - $15K
|
538
$16.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
488+ 5.19% |
$12.5K - $13.6K
|
9.89K
$301K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
483+ 5.72% |
$12.4K - $13.4K
|
8.92K
$272K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
469+ 28.19% |
$12K - $13.1K
|
2.13K
$65K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
397+ 11.44% |
$10.2K - $11K
|
3.87K
$118K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
371New |
$9.49K - $10.3K
|
371
$11.3K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371+ 0.59% |
$9.49K - $10.3K
|
63.3K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
363New |
$9.29K - $10.1K
|
363
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
359New |
$9.18K - $9.99K
|
359
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
304+ 2.37% |
$7.78K - $8.46K
|
13.1K
$400K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
294+ 12.57% |
$7.52K - $8.18K
|
2.63K
$80.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
261+ 203.91% |
$6.68K - $7.26K
|
389
$11.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
189+ 1.54% |
$4.83K - $5.26K
|
12.5K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
173+ 0.94% |
$4.43K - $4.81K
|
18.6K
$566K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
171New |
$4.37K - $4.76K
|
171
$5.21K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
159New |
$4.07K - $4.42K
|
159
$4.85K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
143+ 0.31% |
$3.66K - $3.98K
|
46.6K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
125+ 1.5% |
$3.2K - $3.48K
|
8.45K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
124+ 40.66% |
$3.17K - $3.45K
|
429
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
115New |
$2.94K - $3.2K
|
115
$3.51K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 0.11% |
$2.66K - $2.89K
|
91.3K
$2.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
101New |
$2.58K - $2.81K
|
101
$3.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79New |
$2.02K - $2.2K
|
79
$2.41K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
77+ 0.22% |
$1.97K - $2.14K
|
34.9K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
77New |
$1.97K - $2.14K
|
77
$2.35K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45New |
$1.15K - $1.25K
|
45
$1.37K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$1.13K - $1.22K
|
44
$1.34K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
43New |
$1.1K - $1.2K
|
43
$1.31K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31New |
$793 - $863
|
31
$945
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
29+ 0.28% |
$742 - $807
|
10.4K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15New |
$384 - $417
|
15
$457
|