Purchases and Sales Made in Q3 2022 in Schwab Fundamental Emerging Mk (FNDE)

FNDE Quotes by TradingView

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
Oct 31, 2022 Q3 2022
Opus Capital Group, LLC

BUY
 -
24
+ 0.08%
$562 - $641
30.5K $928K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
24
New
$562 - $641
24 $732
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
18
+ 1.27%
$422 - $480
1.44K $43.9K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
13
+ 1.69%
$305 - $347
781 $23.8K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
7
+ 0.49%
$164 - $187
1.42K $43.4K
Nov 14, 2022 Q3 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
3
New
$70.3 - $80.1
3 $91.4
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
3
+ 1.8%
$70.3 - $80.1
170 $5.18K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-10
- 1.73%
$234 - $267
568 $17.3K
Oct 26, 2022 Q3 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-24
- 4.91%
$562 - $641
465 $14.2K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

SELL
 -
-24
- 12.12%
$562 - $641
174 $5.3K
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-37
- 97.37%
$867 - $988
1 $30.5
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-56
- 0.41%
$1.31K - $1.49K
13.7K $416K
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

SELL
 -
-65
- 76.47%
$1.52K - $1.73K
20 $610
Oct 12, 2022 Q3 2022
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-103
Closed
$2.41K - $2.75K
0 $0
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
SELL
 -
-147
- 89.63%
$3.44K - $3.92K
17 $518
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-176
- 1.11%
$4.12K - $4.7K
15.7K $477K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-176
- 2.48%
$4.12K - $4.7K
6.92K $211K
Oct 13, 2022 Q3 2022
Litman Gregory Wealth Management LLC

SELL
 -
-184
- 1.53%
$4.31K - $4.91K
11.9K $362K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-187
- 58.62%
$4.38K - $4.99K
132 $4.02K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-189
- 1.18%
$4.43K - $5.04K
15.9K $483K
Oct 28, 2022 Q3 2022
Addison Advisors LLC

SELL
 -
-200
- 21.51%
$4.69K - $5.34K
730 $22.3K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-210
- 0.6%
$4.92K - $5.6K
35K $1.07M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-226
- 18.42%
$5.3K - $6.03K
1K $30.5K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-264
- 1.91%
$6.19K - $7.05K
13.5K $413K
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-264
- 1.91%
$6.19K - $7.05K
13.5K $413K
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-279
- 70.1%
$6.54K - $7.45K
119 $3.63K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-305
- 22.71%
$7.15K - $8.14K
1.04K $31.6K
Nov 14, 2022 Q3 2022
Alps Advisors Inc

Denver, CO
SELL
 -
-310
- 0.06%
$7.26K - $8.27K
539K $16.4M
Feb 28, 2024 Q3 2022
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-390
Closed
$9.14K - $10.4K
0 $0
Nov 09, 2022 Q3 2022
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-419
- 28.31%
$9.82K - $11.2K
1.06K $32.3K
Nov 01, 2022 Q3 2022
Waterfront Wealth Inc.

SELL
 -
-442
- 3.94%
$10.4K - $11.8K
10.8K $329K
Oct 20, 2022 Q3 2022
Moller Financial Services

SELL
 -
-443
- 0.17%
$10.4K - $11.8K
266K $8.12M
Nov 02, 2022 Q3 2022
Townsend Asset Management Corp

SELL
 -
-470
- 4.2%
$11K - $12.5K
10.7K $327K
Nov 14, 2022 Q3 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-630
- 2.67%
$14.8K - $16.8K
23K $701K
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

SELL
 -
-635
- 10.25%
$14.9K - $16.9K
5.56K $169K
Nov 14, 2022 Q3 2022
Chilton Capital Management LLC

Houston, TX
SELL
 -
-636
- 0.89%
$14.9K - $17K
70.7K $2.16M
Nov 03, 2022 Q3 2022
Private Capital Management LLC

SELL
 -
-640
- 4.37%
$15K - $17.1K
14K $427K
Nov 10, 2022 Q3 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-730
- 2.11%
$17.1K - $19.5K
33.8K $1.03M
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-817
- 94.78%
$19.1K - $21.8K
45 $1.37K
Nov 07, 2022 Q3 2022
Spire Wealth Management

SELL
 -
-847
- 58.29%
$19.8K - $22.6K
606 $18.5K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-876
- 8.59%
$20.5K - $23.4K
9.32K $284K
Nov 14, 2022 Q3 2022
Cheviot Value Management, LLC

SELL
 -
-884
- 1.28%
$20.7K - $23.6K
68.3K $2.08M
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

SELL
 -
-965
- 5.52%
$22.6K - $25.8K
16.5K $503K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-976
- 9.25%
$22.9K - $26K
9.57K $292K
Nov 02, 2022 Q3 2022
Hudock, Inc.

SELL
 -
-1.03K
- 22.28%
$24K - $27.4K
3.58K $109K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

SELL
 -
-1.1K
- 31.16%
$25.7K - $29.3K
2.43K $73.9K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.15K
- 97.87%
$26.9K - $30.6K
25 $762
Nov 10, 2022 Q3 2022
Madison Wealth Management

Cincinnati, OH
SELL
 -
-1.46K
- 1.92%
$34.2K - $38.9K
74.3K $2.27M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.56K
- 5.19%
$36.4K - $41.5K
28.4K $865K

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