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 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
316New |
$8.13K - $8.77K
|
316
$9.63K
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
314+ 2.58% |
$8.08K - $8.71K
|
12.5K
$380K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
309+ 8.25% |
$7.95K - $8.57K
|
4.06K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
292+ 0.46% |
$7.51K - $8.1K
|
63.2K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
267New |
$6.87K - $7.41K
|
267
$8.14K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
242New |
$6.22K - $6.72K
|
242
$7.38K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
239+ 6.89% |
$6.15K - $6.63K
|
3.71K
$113K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
222+ 0.3% |
$5.71K - $6.16K
|
73.9K
$2.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
204+ 5.88% |
$5.25K - $5.66K
|
3.67K
$112K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
180+ 1.0% |
$4.63K - $5K
|
18.2K
$556K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
149+ 12.24% |
$3.83K - $4.13K
|
1.37K
$41.6K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
137New |
$3.52K - $3.8K
|
137
$4.18K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
125+ 0.51% |
$3.22K - $3.47K
|
24.7K
$752K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
123New |
$3.16K - $3.41K
|
123
$3.75K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
122New |
$3.14K - $3.39K
|
122
$3.72K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
120+ 9.04% |
$3.09K - $3.33K
|
1.45K
$44.1K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
115+ 0.57% |
$2.96K - $3.19K
|
20.4K
$622K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
108+ 1.18% |
$2.78K - $3K
|
9.28K
$283K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 1.63% |
$2.62K - $2.83K
|
6.36K
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100+ 23.53% |
$2.57K - $2.78K
|
525
$16K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
90+ 1.0% |
$2.31K - $2.5K
|
9.08K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
72+ 0.86% |
$1.85K - $2K
|
8.42K
$256K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
65New |
$1.67K - $1.8K
|
65
$1.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 3.45% |
$1.36K - $1.47K
|
1.59K
$48.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$1.13K - $1.22K
|
44
$1.34K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43New |
$1.11K - $1.19K
|
43
$1.31K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
41+ 0.53% |
$1.05K - $1.14K
|
7.84K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38+ 7.06% |
$977 - $1.05K
|
576
$17.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35+ 3.3% |
$900 - $971
|
1.1K
$33.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
34New |
$874 - $944
|
34
$1.04K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
32New |
$823 - $888
|
32
$975
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
32+ 0.14% |
$823 - $888
|
22.7K
$692K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 2.29% |
$694 - $749
|
1.21K
$36.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.76% |
$643 - $694
|
3.33K
$102K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 0.17% |
$514 - $555
|
11.6K
$353K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
15+ 1.01% |
$386 - $416
|
1.5K
$45.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
14New |
$360 - $389
|
14
$427
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.5% |
$206 - $222
|
1.61K
$49.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8New |
$206 - $222
|
8
$244
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 25.0% |
$103 - $111
|
20
$610
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.15% |
$51.4 - $55.5
|
176
$5.36K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 1.0% |
$51.4 - $55.5
|
203
$6.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.17% |
$51.4 - $55.5
|
1.18K
$36.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.91% |
$25.7 - $27.8
|
111
$3.38K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.69% |
$25.7 - $27.8
|
60
$1.83K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15- 0.07% |
$386 - $416
|
22.1K
$673K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-16- 0.14% |
$412 - $444
|
11.6K
$354K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.95% |
$463 - $500
|
1.87K
$57.1K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 8.88% |
$772 - $833
|
308
$9.39K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-41- 1.42% |
$1.05K - $1.14K
|
2.84K
$86.7K
|