Purchases and Sales Made in Q2 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.09K+ 1.96% |
$181K - $210K
|
368K
$10.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.17K+ 3.16% |
$158K - $183K
|
201K
$5.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.12K+ 8.61% |
$156K - $182K
|
77.2K
$2.23M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.44K+ 16.71% |
$114K - $132K
|
31K
$897K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.7KNew |
$94.5K - $110K
|
3.7K
$107K
|
|
|
Aug 03, 2022
Q2 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.35K+ 5.09% |
$85.7K - $99.6K
|
69.2K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.28K+ 16.14% |
$83.9K - $97.5K
|
23.6K
$682K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.25K+ 2.34% |
$83.1K - $96.6K
|
142K
$4.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
3.14K+ 9.53% |
$80.3K - $93.4K
|
36.1K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.55K+ 24.58% |
$65.2K - $75.7K
|
12.9K
$373K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.23K+ 15.7% |
$57K - $66.2K
|
16.4K
$475K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.07K+ 13.44% |
$52.9K - $61.5K
|
17.5K
$505K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$52.3K - $60.8K
|
2.05K
$59.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$51.2K - $59.6K
|
2.01K
$57.9K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.91KNew |
$48.9K - $56.8K
|
1.91K
$55.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.89K+ 50.25% |
$48.4K - $56.3K
|
5.66K
$164K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.87K+ 0.74% |
$47.9K - $55.6K
|
254K
$7.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.63K+ 4.08% |
$41.7K - $48.5K
|
41.6K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.48KNew |
$37.8K - $44K
|
1.48K
$42.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.46K+ 1054.35% |
$37.2K - $43.2K
|
1.59K
$46K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 6.82% |
$36K - $41.8K
|
22K
$637K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1.4K+ 8229.41% |
$35.8K - $41.6K
|
1.42K
$40.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.34K+ 13.4% |
$34.3K - $39.9K
|
11.4K
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 4783.33% |
$29.3K - $34.1K
|
1.17K
$33.9K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
897+ 4.29% |
$22.9K - $26.6K
|
21.8K
$630K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
826+ 2294.44% |
$21.1K - $24.5K
|
862
$24.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
707New |
$18.1K - $21K
|
707
$20.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
556+ 2.79% |
$14.2K - $16.5K
|
20.5K
$592K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
551+ 18.53% |
$14.1K - $16.4K
|
3.52K
$102K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
537New |
$13.7K - $16K
|
537
$15.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
497+ 226.94% |
$12.7K - $14.8K
|
716
$20.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
400New |
$10.2K - $11.9K
|
400
$11.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
318+ 0.75% |
$8.13K - $9.45K
|
42.5K
$1.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
310+ 67.69% |
$7.92K - $9.21K
|
768
$22.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
307+ 2.02% |
$7.85K - $9.12K
|
15.5K
$448K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
288+ 0.82% |
$7.36K - $8.56K
|
35.3K
$1.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
280+ 0.9% |
$7.16K - $8.32K
|
31.4K
$906K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
236+ 1.32% |
$6.03K - $7.01K
|
18.1K
$523K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
221+ 0.46% |
$5.65K - $6.57K
|
47.8K
$1.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
206+ 107.29% |
$5.27K - $6.12K
|
398
$11.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
203New |
$5.19K - $6.03K
|
203
$5.86K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
184New |
$4.7K - $5.47K
|
184
$5.32K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
175New |
$4.47K - $5.2K
|
175
$5.06K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
141+ 1.58% |
$3.6K - $4.19K
|
9.05K
$261K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
132+ 70.59% |
$3.37K - $3.92K
|
319
$9.22K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
131New |
$3.35K - $3.89K
|
131
$3.78K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
117+ 0.16% |
$2.99K - $3.48K
|
74.7K
$2.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
94+ 0.17% |
$2.4K - $2.79K
|
55.3K
$1.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
88+ 382.61% |
$2.25K - $2.61K
|
111
$3.21K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
87+ 1.0% |
$2.22K - $2.58K
|
8.76K
$253K
|