Purchases and Sales Made in Q2 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
124M+ 22223.11% |
$3.38B - $3.81B
|
125M
$3.66B
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
959KNew |
$26.1M - $29.4M
|
959K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
571K+ 358.73% |
$15.5M - $17.5M
|
731K
$21.4M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
442K+ 79.87% |
$12M - $13.6M
|
995K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350K+ 699.04% |
$9.52M - $10.7M
|
400K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
217K+ 31.36% |
$5.9M - $6.66M
|
909K
$26.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
175K+ 135.44% |
$4.77M - $5.38M
|
305K
$8.93M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 4.04% |
$2.14M - $2.41M
|
2.02M
$59.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 4.04% |
$2.14M - $2.41M
|
2.02M
$59.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.7KNew |
$1.43M - $1.62M
|
52.7K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50.1K+ 18.08% |
$1.36M - $1.54M
|
327K
$9.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
49.2KNew |
$1.34M - $1.51M
|
49.2K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
39.1K+ 6.85% |
$1.06M - $1.2M
|
610K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
36.8K+ 13.69% |
$1M - $1.13M
|
305K
$8.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.1K+ 326.89% |
$901K - $1.02M
|
43.3K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32.5K+ 6.34% |
$885K - $999K
|
546K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
30.9K+ 16.54% |
$841K - $950K
|
218K
$6.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 17.29% |
$811K - $916K
|
202K
$5.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.1K+ 267.66% |
$710K - $801K
|
35.8K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.4K+ 26.38% |
$690K - $779K
|
122K
$3.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
23.1KNew |
$627K - $708K
|
23.1K
$676K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.9K+ 3260.54% |
$623K - $703K
|
23.6K
$692K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 5.49% |
$623K - $703K
|
440K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 56.57% |
$618K - $697K
|
62.9K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.6K+ 97.97% |
$589K - $664K
|
43.7K
$1.28M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20.7KNew |
$562K - $635K
|
20.7K
$606K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.3K+ 4.03% |
$526K - $593K
|
499K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.3K+ 20.56% |
$524K - $591K
|
113K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.8K+ 29.65% |
$511K - $577K
|
82.1K
$2.41M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.8K+ 28.8% |
$484K - $546K
|
79.5K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
16.1KNew |
$437K - $493K
|
16.1K
$471K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
16K+ 38.43% |
$434K - $490K
|
57.5K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 8.49% |
$421K - $476K
|
198K
$5.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 3.72% |
$384K - $433K
|
394K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
13.7KNew |
$373K - $421K
|
13.7K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3KNew |
$363K - $410K
|
13.3K
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
13.2K+ 7.93% |
$360K - $406K
|
180K
$5.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
13.2K+ 166.75% |
$359K - $405K
|
21.1K
$619K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$302K - $341K
|
11.1K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.8KNew |
$294K - $332K
|
10.8K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10.4K+ 15.25% |
$283K - $319K
|
78.5K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.92KNew |
$270K - $305K
|
9.92K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.55KNew |
$260K - $293K
|
9.55K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.22K+ 3.56% |
$251K - $283K
|
268K
$7.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.04K+ 228.18% |
$246K - $277K
|
13K
$381K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.62KNew |
$234K - $265K
|
8.62K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
8.57K+ 2.73% |
$233K - $263K
|
322K
$9.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.52KNew |
$232K - $262K
|
8.52K
$250K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.45KNew |
$230K - $259K
|
8.45K
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.1KNew |
$220K - $249K
|
8.1K
$237K
|