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 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 7.49% |
$70.5K - $76.7K
|
34.1K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.94K- 13.05% |
$75.3K - $81.9K
|
19.6K
$598K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.99K- 7.81% |
$76.5K - $83.2K
|
35.3K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.04K- 13.09% |
$77.7K - $84.5K
|
20.2K
$615K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.33K- 2.89% |
$85.2K - $92.6K
|
112K
$3.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-3.66K- 5.06% |
$93.6K - $102K
|
68.7K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.98K- 41.76% |
$102K - $111K
|
5.55K
$169K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.02K- 9.99% |
$103K - $112K
|
36.3K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.64K- 31.41% |
$119K - $129K
|
10.1K
$309K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.47K- 11.98% |
$140K - $152K
|
40.2K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.63K- 0.86% |
$144K - $157K
|
651K
$19.8M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.4K- 15.65% |
$164K - $178K
|
34.5K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.64K- 31.35% |
$170K - $185K
|
14.5K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8.33K- 2.62% |
$213K - $232K
|
310K
$9.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8.5K- 1.95% |
$217K - $236K
|
427K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.3K- 3.13% |
$264K - $287K
|
320K
$9.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-11.2K- 4.49% |
$286K - $311K
|
238K
$7.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-13K- 4.13% |
$333K - $362K
|
302K
$9.2M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.9K- 7.27% |
$382K - $416K
|
191K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17.6K- 68.96% |
$449K - $489K
|
7.91K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 26.57% |
$464K - $504K
|
50.1K
$1.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-18.8K- 6.31% |
$480K - $523K
|
279K
$8.5M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-20.8K- 8.19% |
$531K - $578K
|
233K
$7.09M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.3K- 2.14% |
$622K - $677K
|
1.11M
$33.9M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-25.3K- 39.16% |
$647K - $704K
|
39.3K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25.4K- 12.22% |
$650K - $707K
|
182K
$5.56M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.5K- 49.88% |
$729K - $793K
|
28.6K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-30.2K- 42.09% |
$772K - $840K
|
41.5K
$1.27M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-32.5K- 5.96% |
$833K - $906K
|
513K
$15.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-34.2K- 7.81% |
$875K - $952K
|
404K
$12.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-40.1K- 1.5% |
$1.02M - $1.11M
|
2.64M
$80.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-52.5K- 19.52% |
$1.34M - $1.46M
|
217K
$6.6M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-64.1K- 56.52% |
$1.64M - $1.78M
|
49.3K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-67.1K- 87.32% |
$1.72M - $1.87M
|
9.75K
$297K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.5K- 3.89% |
$2.01M - $2.19M
|
1.94M
$59.2M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-140K- 5.09% |
$3.59M - $3.91M
|
2.62M
$79.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-171K- 18.56% |
$4.36M - $4.75M
|
748K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-258K- 85.48% |
$6.61M - $7.19M
|
43.9K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-608K- 51.1% |
$15.5M - $16.9M
|
581K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-729K- 86.46% |
$18.6M - $20.3M
|
114K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.44M- 93.88% |
$62.5M - $68M
|
159K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.34M- 98.77% |
$85.4M - $92.9M
|
41.7K
$1.27M
|