Purchases and Sales Made in Q3 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.6M+ 2228.88% |
$108M - $123M
|
4.81M
$146M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.32M+ 358.87% |
$31M - $35.3M
|
1.69M
$51.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.21M+ 496.98% |
$28.4M - $32.3M
|
1.45M
$44.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
846K+ 269.58% |
$19.8M - $22.6M
|
1.16M
$35.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
771K+ 514.09% |
$18.1M - $20.6M
|
921K
$28.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
303KNew |
$7.1M - $8.09M
|
303K
$9.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
206K+ 51.42% |
$4.82M - $5.49M
|
605K
$18.5M
|
|
|
Apr 05, 2024
Q3 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
182K+ 66.58% |
$4.27M - $4.86M
|
456K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 12.52% |
$3.14M - $3.57M
|
1.2M
$36.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
96.9K+ 145.8% |
$2.27M - $2.59M
|
163K
$4.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
87.3K+ 84.66% |
$2.04M - $2.33M
|
190K
$5.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
71.1K+ 784.3% |
$1.67M - $1.9M
|
80.2K
$2.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
69.2K+ 822.76% |
$1.62M - $1.85M
|
77.6K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
63.9KNew |
$1.5M - $1.7M
|
63.9K
$1.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.3K+ 39.54% |
$1.48M - $1.69M
|
223K
$6.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60K+ 20.87% |
$1.41M - $1.6M
|
348K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
53.1K+ 7.1% |
$1.24M - $1.42M
|
800K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.1K+ 46.84% |
$1.24M - $1.42M
|
166K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
49.7KNew |
$1.16M - $1.33M
|
49.7K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.7K+ 8.61% |
$1.12M - $1.27M
|
602K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.5K+ 26.83% |
$1.09M - $1.24M
|
220K
$6.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
33K+ 21.04% |
$773K - $881K
|
190K
$5.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
32.7K+ 23.71% |
$766K - $873K
|
171K
$5.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
32.1K+ 2.16% |
$753K - $858K
|
1.52M
$46.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
29.8K+ 5.37% |
$698K - $795K
|
585K
$17.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
27.5K+ 4.52% |
$644K - $734K
|
636K
$19.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
26.4KNew |
$618K - $704K
|
26.4K
$804K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
21.7K+ 8.56% |
$509K - $579K
|
275K
$8.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.6K+ 29.81% |
$483K - $550K
|
89.7K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
20.3KNew |
$476K - $542K
|
20.3K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
19.8K+ 4.53% |
$463K - $528K
|
456K
$13.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18.2K+ 26.05% |
$427K - $487K
|
88.2K
$2.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17.1K+ 3.39% |
$401K - $457K
|
523K
$15.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
15.4K+ 10.25% |
$361K - $411K
|
166K
$5.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.7K+ 23.37% |
$345K - $393K
|
77.6K
$2.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14KNew |
$328K - $374K
|
14K
$427K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 78.03% |
$327K - $372K
|
31.8K
$970K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.1K+ 21.95% |
$306K - $349K
|
72.6K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.1KNew |
$306K - $349K
|
13.1K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 21.93% |
$286K - $325K
|
67.8K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.7K+ 470.6% |
$275K - $313K
|
14.2K
$434K
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10.4KNew |
$243K - $277K
|
10.4K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
9.24K+ 42.38% |
$216K - $246K
|
31K
$946K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
8.97KNew |
$210K - $239K
|
8.97K
$273K
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.64KNew |
$202K - $230K
|
8.64K
$263K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.07K+ 80.74% |
$189K - $215K
|
18.1K
$551K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7K+ 22.53% |
$164K - $187K
|
38K
$1.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.49K+ 5.05% |
$129K - $147K
|
114K
$3.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.14K+ 3.61% |
$121K - $137K
|
148K
$4.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.43K+ 2.2% |
$104K - $118K
|
205K
$6.26M
|