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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.65K- 18.58% |
$44.9K - $50.7K
|
7.23K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.7K- 11.18% |
$46.2K - $52.2K
|
13.5K
$411K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 32.72% |
$52.1K - $58.8K
|
3.94K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.97K- 1.98% |
$53.5K - $60.4K
|
97.5K
$2.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 2.69% |
$54.4K - $61.4K
|
72.3K
$2.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 9.76% |
$56.1K - $63.3K
|
19.1K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 3.11% |
$57.8K - $65.2K
|
66.1K
$2.02M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-2.34K- 0.7% |
$63.8K - $72K
|
333K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.64K- 1.21% |
$71.9K - $81.1K
|
217K
$6.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.69K- 20.48% |
$73K - $82.4K
|
10.4K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.74K- 54.56% |
$74.6K - $84.2K
|
2.28K
$69.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.25K- 2.8% |
$88.3K - $99.7K
|
113K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-3.34K- 2.6% |
$90.7K - $102K
|
125K
$3.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.89K- 7.9% |
$106K - $119K
|
45.4K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4K- 35.09% |
$109K - $123K
|
7.4K
$226K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.75K- 6.07% |
$129K - $146K
|
73.5K
$2.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.89K- 4.37% |
$133K - $150K
|
107K
$3.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.98K- 1.36% |
$163K - $184K
|
434K
$13.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.58K- 18.15% |
$179K - $202K
|
29.7K
$905K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.25K- 3.12% |
$197K - $223K
|
225K
$6.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 2.3% |
$200K - $226K
|
312K
$9.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.82K- 9.51% |
$213K - $240K
|
74.4K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.34K- 2.17% |
$227K - $256K
|
376K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.77K- 6.82% |
$239K - $269K
|
120K
$3.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8.93K- 2.09% |
$243K - $274K
|
418K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.3K- 37.43% |
$281K - $318K
|
17.3K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-10.8K- 16.89% |
$294K - $332K
|
53.3K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.1K- 3.58% |
$302K - $340K
|
299K
$9.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.6K- 52.59% |
$315K - $356K
|
10.5K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-12.5K- 2.15% |
$340K - $384K
|
569K
$17.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12.8K- 4.6% |
$349K - $393K
|
266K
$8.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-13.7K- 5.03% |
$372K - $420K
|
258K
$7.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-17.4K- 2.68% |
$474K - $535K
|
633K
$19.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-18.5K- 52.39% |
$503K - $567K
|
16.8K
$512K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-19.9K- 6.61% |
$543K - $612K
|
282K
$8.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20K- 10.49% |
$544K - $614K
|
171K
$5.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-21.8K- 2.91% |
$592K - $668K
|
726K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.8K- 1.96% |
$592K - $668K
|
1.09M
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-22.1K- 3.41% |
$601K - $678K
|
626K
$19.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-22.4K- 5.98% |
$608K - $686K
|
351K
$10.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-30.2K- 9.82% |
$821K - $927K
|
277K
$8.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-31.8K- 0.85% |
$865K - $977K
|
3.7M
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43K- 21.83% |
$1.17M - $1.32M
|
154K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-43.3K- 3.13% |
$1.18M - $1.33M
|
1.34M
$40.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-44.5K- 37.35% |
$1.21M - $1.37M
|
74.6K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-64.4K- 67.19% |
$1.75M - $1.98M
|
31.5K
$959K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.8K- 3.34% |
$1.85M - $2.08M
|
1.96M
$59.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-174K- 43.03% |
$4.73M - $5.33M
|
230K
$7.01M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-259K- 9.88% |
$7.05M - $7.96M
|
2.36M
$72M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-1.21M- 45.96% |
$33M - $37.2M
|
1.42M
$43.4M
|