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 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
722+ 59.87% |
$19.6K - $22.2K
|
1.93K
$58.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
625New |
$17K - $19.2K
|
625
$19.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
614+ 4.45% |
$16.7K - $18.8K
|
14.4K
$440K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
605+ 1.37% |
$16.5K - $18.6K
|
44.7K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
596+ 27.31% |
$16.2K - $18.3K
|
2.78K
$84.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
557+ 35.5% |
$15.2K - $17.1K
|
2.13K
$64.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
540+ 3.33% |
$14.7K - $16.6K
|
16.8K
$511K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
535+ 5.67% |
$14.6K - $16.4K
|
9.98K
$304K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
522+ 3.24% |
$14.2K - $16K
|
16.6K
$507K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
510+ 369.57% |
$13.9K - $15.7K
|
648
$19.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
473+ 1.24% |
$12.9K - $14.5K
|
38.6K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
465+ 3.94% |
$12.6K - $14.3K
|
12.3K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
435+ 1.56% |
$11.8K - $13.4K
|
28.4K
$865K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
409New |
$11.1K - $12.6K
|
409
$12.5K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
379New |
$10.3K - $11.6K
|
379
$11.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
358+ 27.33% |
$9.74K - $11K
|
1.67K
$50.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
327+ 21.66% |
$8.89K - $10K
|
1.84K
$56K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
285+ 3.75% |
$7.75K - $8.75K
|
7.9K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
263+ 974.07% |
$7.15K - $8.07K
|
290
$8.84K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
255+ 2.58% |
$6.94K - $7.83K
|
10.1K
$309K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
214+ 1.23% |
$5.82K - $6.57K
|
17.5K
$535K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
196New |
$5.33K - $6.02K
|
196
$5.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
183+ 1.85% |
$4.98K - $5.62K
|
10.1K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
183+ 4.3% |
$4.98K - $5.62K
|
4.43K
$135K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
180+ 1.49% |
$4.9K - $5.53K
|
12.3K
$375K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
166+ 6.54% |
$4.52K - $5.1K
|
2.71K
$82.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
165New |
$4.49K - $5.07K
|
165
$5.03K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
152New |
$4.13K - $4.67K
|
152
$4.63K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
139+ 0.35% |
$3.78K - $4.27K
|
39.3K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
127New |
$3.45K - $3.9K
|
127
$3.87K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
110+ 20.45% |
$2.99K - $3.38K
|
648
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
106New |
$2.88K - $3.25K
|
106
$3.23K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 4.92% |
$2.86K - $3.22K
|
2.24K
$68.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
104New |
$2.83K - $3.19K
|
104
$3.17K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
91+ 2.35% |
$2.48K - $2.79K
|
3.96K
$121K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
53New |
$1.44K - $1.63K
|
53
$1.62K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
53+ 0.03% |
$1.44K - $1.63K
|
202K
$6.14M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
49+ 5.05% |
$1.33K - $1.5K
|
1.02K
$31.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
46+ 0.54% |
$1.25K - $1.41K
|
8.5K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
41New |
$1.12K - $1.26K
|
41
$1.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37+ 148.0% |
$1.01K - $1.14K
|
62
$1.89K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
35+ 0.11% |
$952 - $1.07K
|
33.3K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.77% |
$843 - $952
|
4.04K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30New |
$816 - $921
|
30
$914
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24New |
$653 - $737
|
24
$732
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
23+ 0.18% |
$626 - $706
|
12.5K
$382K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
17New |
$462 - $522
|
17
$518
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16New |
$435 - $491
|
16
$488
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15+ 2.91% |
$408 - $461
|
530
$16.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 3.31% |
$326 - $368
|
375
$11.4K
|