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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.31K+ 21.51% |
$101K - $115K
|
24.3K
$742K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.09K+ 110.49% |
$95.8K - $109K
|
7.79K
$237K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.77K+ 1.34% |
$88.3K - $101K
|
285K
$8.69M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
3.74K+ 4.07% |
$87.7K - $99.9K
|
95.7K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.6K+ 7.22% |
$84.4K - $96.2K
|
53.5K
$1.63M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.53K+ 4.48% |
$82.6K - $94.1K
|
82.2K
$2.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
3.46K+ 24.38% |
$81K - $92.3K
|
17.6K
$538K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.03KNew |
$70.9K - $80.7K
|
3.03K
$92.2K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.99K+ 35.56% |
$70.1K - $79.9K
|
11.4K
$348K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.91K+ 14.08% |
$68.1K - $77.5K
|
23.5K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.87K+ 6.74% |
$67.2K - $76.5K
|
45.4K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 4.06% |
$53.3K - $60.7K
|
58.2K
$1.78M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
2.15K+ 4.41% |
$50.5K - $57.5K
|
51K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.12K+ 2.86% |
$49.6K - $56.5K
|
76K
$2.32M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.08KNew |
$48.7K - $55.5K
|
2.08K
$63.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.04K+ 5360.53% |
$47.7K - $54.4K
|
2.08K
$63.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.01K+ 5.7% |
$47.1K - $53.6K
|
37.3K
$1.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.84K+ 19.86% |
$43.2K - $49.2K
|
11.1K
$339K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67K+ 29.54% |
$39.2K - $44.7K
|
7.34K
$224K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.41K+ 4.51% |
$33.1K - $37.7K
|
32.8K
$999K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.28KNew |
$29.9K - $34.1K
|
1.28K
$39K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.04K+ 0.24% |
$24.3K - $27.7K
|
432K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.02K+ 2.46% |
$24K - $27.3K
|
42.6K
$1.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1KNew |
$23.5K - $26.7K
|
1K
$30.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
933+ 58.57% |
$21.9K - $24.9K
|
2.53K
$77K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
894+ 4.06% |
$20.9K - $23.9K
|
22.9K
$699K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
820New |
$19.2K - $21.9K
|
820
$25K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
809+ 4.22% |
$19K - $21.6K
|
20K
$609K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
801+ 312.89% |
$18.8K - $21.4K
|
1.06K
$32.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
700New |
$16.4K - $18.7K
|
700
$21.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
520+ 5.78% |
$12.2K - $13.9K
|
9.52K
$290K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
514+ 1.42% |
$12K - $13.7K
|
36.6K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
469New |
$11K - $12.5K
|
469
$14.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
407New |
$9.54K - $10.9K
|
407
$12.4K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
346New |
$8.11K - $9.23K
|
346
$10.5K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
345+ 3.81% |
$8.08K - $9.21K
|
9.39K
$286K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
316New |
$7.4K - $8.43K
|
316
$9.63K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
284New |
$6.65K - $7.58K
|
284
$8.66K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
272+ 8.87% |
$6.37K - $7.26K
|
3.34K
$102K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
191+ 152.8% |
$4.48K - $5.1K
|
316
$9.63K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191+ 152.8% |
$4.48K - $5.1K
|
316
$9.63K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
175New |
$4.1K - $4.67K
|
175
$5.33K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
173+ 85.64% |
$4.05K - $4.62K
|
375
$11.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
155New |
$3.63K - $4.14K
|
155
$4.72K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 1.57% |
$1.66K - $1.89K
|
4.6K
$140K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
62New |
$1.45K - $1.65K
|
62
$1.89K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
58+ 44.62% |
$1.36K - $1.55K
|
188
$5.73K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50New |
$1.17K - $1.33K
|
50
$1.52K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$1.05K - $1.2K
|
45
$1.37K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
43+ 0.09% |
$1.01K - $1.15K
|
47.9K
$1.46M
|