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 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.71% |
$27.2 - $30.7
|
141
$4.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.95% |
$27.2 - $30.7
|
106
$3.23K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.13% |
$27.2 - $30.7
|
33
$1.01K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 5.45% |
$81.6 - $92.1
|
52
$1.58K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-3- 0.02% |
$81.6 - $92.1
|
16.6K
$506K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.45% |
$163 - $184
|
1.33K
$40.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-19- 43.18% |
$517 - $583
|
25
$762
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 0.53% |
$544 - $614
|
3.72K
$113K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-25- 0.02% |
$680 - $768
|
156K
$4.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-31- 0.17% |
$843 - $952
|
18.5K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-33- 1.16% |
$898 - $1.01K
|
2.82K
$85.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-37- 5.67% |
$1.01K - $1.14K
|
615
$18.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-45- 11.42% |
$1.22K - $1.38K
|
349
$10.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-48- 1.57% |
$1.31K - $1.47K
|
3.01K
$91.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-106- 0.31% |
$2.88K - $3.25K
|
33.8K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-106- 0.39% |
$2.88K - $3.25K
|
27K
$822K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-125- 1.13% |
$3.4K - $3.84K
|
10.9K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-130- 0.29% |
$3.54K - $3.99K
|
44.5K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-141- 0.4% |
$3.84K - $4.33K
|
34.7K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-146- 1.44% |
$3.97K - $4.48K
|
10K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-183- 1.35% |
$4.98K - $5.62K
|
13.3K
$406K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-189- 1.52% |
$5.14K - $5.8K
|
12.3K
$374K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-195- 2.21% |
$5.3K - $5.99K
|
8.61K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-235- 23.93% |
$6.39K - $7.21K
|
747
$22.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-275- 0.09% |
$7.48K - $8.44K
|
295K
$8.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-280- 1.3% |
$7.62K - $8.6K
|
21.3K
$649K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-287- 23.02% |
$7.81K - $8.81K
|
960
$29.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-343- 95.54% |
$9.33K - $10.5K
|
16
$488
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-389- 12.73% |
$10.6K - $11.9K
|
2.67K
$81.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-400- 4.89% |
$10.9K - $12.3K
|
7.79K
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-449- 77.55% |
$12.2K - $13.8K
|
130
$3.96K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-452- 1.55% |
$12.3K - $13.9K
|
28.7K
$875K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-491- 0.75% |
$13.4K - $15.1K
|
65.2K
$1.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-596- 1.52% |
$16.2K - $18.3K
|
38.7K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-598- 1.31% |
$16.3K - $18.4K
|
45.2K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-626- 23.78% |
$17K - $19.2K
|
2.01K
$61.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-641- 1.88% |
$17.4K - $19.7K
|
33.4K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-745- 0.7% |
$20.3K - $22.9K
|
106K
$3.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-776- 13.98% |
$21.1K - $23.8K
|
4.77K
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-825Closed |
$22.4K - $25.3K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-941- 76.26% |
$25.6K - $28.9K
|
293
$8.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-960- 11.66% |
$26.1K - $29.5K
|
7.27K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 85.9% |
$30.5K - $34.4K
|
184
$5.61K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.14K- 5.82% |
$31K - $35K
|
18.5K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.26K- 2.14% |
$34.2K - $38.6K
|
57.4K
$1.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.32K- 5.43% |
$36K - $40.6K
|
23.1K
$703K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.41K- 1.55% |
$38.4K - $43.3K
|
89.9K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.45K- 2.1% |
$39.3K - $44.4K
|
67.3K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.55K- 0.61% |
$42.1K - $47.5K
|
250K
$7.63M
|