Purchases and Sales Made in Q2 2023 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.86K+ 13.76% |
$176K - $190K
|
56.7K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.1K+ 24.53% |
$157K - $169K
|
30.9K
$943K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.67K+ 2.46% |
$146K - $157K
|
236K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.33K+ 18.57% |
$137K - $148K
|
34.1K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.3K+ 2.81% |
$136K - $147K
|
194K
$5.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5.28K+ 2.16% |
$136K - $147K
|
250K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.21K+ 26.78% |
$134K - $145K
|
24.7K
$752K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.02K+ 31.63% |
$103K - $111K
|
16.7K
$509K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.69K+ 19.17% |
$94.9K - $102K
|
22.9K
$699K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.65KNew |
$93.8K - $101K
|
3.65K
$111K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.6K+ 28.92% |
$92.5K - $99.8K
|
16K
$489K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.89K+ 4.08% |
$74.2K - $80.1K
|
73.6K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.44KNew |
$62.9K - $67.8K
|
2.44K
$74.5K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.44K+ 6.8% |
$62.7K - $67.7K
|
38.3K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.31K+ 2.69% |
$59.3K - $64K
|
88K
$2.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
2.2K+ 17.87% |
$56.7K - $61.2K
|
14.5K
$443K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 15.26% |
$55.6K - $60K
|
16.3K
$498K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.02KNew |
$52K - $56.1K
|
2.02K
$61.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2K+ 1.99% |
$51.4K - $55.5K
|
103K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.97K+ 29.96% |
$50.5K - $54.5K
|
8.52K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.87K+ 1.33% |
$48K - $51.8K
|
142K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.79K+ 5.33% |
$46K - $49.6K
|
35.3K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.68K+ 17.06% |
$43.1K - $46.5K
|
11.5K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 0.41% |
$41.2K - $44.4K
|
392K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.4K+ 3.15% |
$35.9K - $38.8K
|
45.7K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.34K+ 11.03% |
$34.4K - $37.1K
|
13.5K
$410K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.22KNew |
$31.4K - $33.9K
|
1.22K
$37.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 2.44% |
$27.4K - $29.6K
|
44.6K
$1.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.06K+ 11.75% |
$27.3K - $29.5K
|
10.1K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.04K+ 624.55% |
$26.8K - $28.9K
|
1.21K
$36.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 5.41% |
$26.5K - $28.6K
|
20.1K
$613K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
973+ 3.53% |
$25K - $27K
|
28.5K
$869K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
968+ 43.96% |
$24.9K - $26.9K
|
3.17K
$96.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
932New |
$24K - $25.9K
|
932
$28.4K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
906+ 5.36% |
$23.3K - $25.1K
|
17.8K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
895+ 71.89% |
$23K - $24.8K
|
2.14K
$65.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
748+ 3.43% |
$19.2K - $20.8K
|
22.6K
$688K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
744+ 0.21% |
$19.1K - $20.6K
|
355K
$10.8M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
708New |
$18.2K - $19.6K
|
708
$21.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
632New |
$16.3K - $17.5K
|
632
$19.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
581New |
$14.9K - $16.1K
|
581
$17.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
564+ 1.62% |
$14.5K - $15.7K
|
35.4K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
505+ 295.32% |
$13K - $14K
|
676
$20.6K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
438New |
$11.3K - $12.2K
|
438
$13.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
390New |
$10K - $10.8K
|
390
$11.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
383+ 1.2% |
$9.85K - $10.6K
|
32.2K
$982K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
366+ 42.07% |
$9.41K - $10.2K
|
1.24K
$37.7K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
364New |
$9.36K - $10.1K
|
364
$11.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
350+ 0.25% |
$9K - $9.71K
|
139K
$4.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
334+ 0.47% |
$8.59K - $9.27K
|
71.1K
$2.17M
|