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 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 2.87% |
$37.1K - $42.3K
|
53.7K
$1.64M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.85K- 2.68% |
$43.4K - $49.4K
|
67.3K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.92K- 12.48% |
$44.9K - $51.2K
|
13.4K
$410K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.07K- 7.95% |
$48.4K - $55.2K
|
23.9K
$730K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.59K- 16.72% |
$60.7K - $69.2K
|
12.9K
$393K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.05K- 18.26% |
$71.5K - $81.5K
|
13.7K
$416K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.25K- 6.36% |
$76.1K - $86.7K
|
47.8K
$1.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.27K- 18.05% |
$76.6K - $87.2K
|
14.8K
$452K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.08K- 1.17% |
$95.6K - $109K
|
345K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.66K- 0.65% |
$109K - $124K
|
713K
$21.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.44K- 19.97% |
$151K - $172K
|
25.8K
$787K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.58K- 40.43% |
$154K - $176K
|
9.7K
$296K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.89K- 42.87% |
$161K - $184K
|
9.18K
$280K
|
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-7.23KClosed |
$169K - $193K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.76K- 10.05% |
$182K - $207K
|
69.4K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8K- 24.76% |
$188K - $214K
|
24.3K
$741K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-8.24K- 41.05% |
$193K - $220K
|
11.8K
$360K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.37K- 34.07% |
$196K - $223K
|
16.2K
$494K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-9.03K- 45.48% |
$212K - $241K
|
10.8K
$330K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-9.59K- 5.91% |
$225K - $256K
|
153K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.76K- 4.07% |
$229K - $261K
|
230K
$7.02M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.7K- 82.66% |
$250K - $285K
|
2.24K
$68.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-11.2K- 24.6% |
$262K - $298K
|
34.3K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.4K- 55.77% |
$268K - $305K
|
9.06K
$276K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-12.6K- 20.1% |
$294K - $335K
|
50K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.8K- 1.22% |
$369K - $420K
|
1.28M
$39M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-19.2K- 3.11% |
$451K - $513K
|
600K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-21.1K- 7.03% |
$495K - $564K
|
280K
$8.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-26.5K- 10.26% |
$620K - $707K
|
232K
$7.06M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-27.1K- 7.35% |
$634K - $722K
|
341K
$10.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-27.3K- 4.92% |
$639K - $728K
|
527K
$16.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-28.8K- 18.18% |
$675K - $769K
|
130K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-36.3K- 1.88% |
$851K - $970K
|
1.9M
$57.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-40.5K- 69.41% |
$948K - $1.08M
|
17.8K
$544K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-51.4K- 25.83% |
$1.2M - $1.37M
|
148K
$4.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-52.7K- 13.02% |
$1.24M - $1.41M
|
352K
$10.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-78.6K- 24.35% |
$1.84M - $2.1M
|
244K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-136K- 73.25% |
$3.19M - $3.64M
|
49.7K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-159K- 69.2% |
$3.73M - $4.24M
|
70.8K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-301K- 75.7% |
$7.04M - $8.02M
|
96.5K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-673K- 0.6% |
$15.8M - $18M
|
112M
$3.42B
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-673K- 0.6% |
$15.8M - $18M
|
112M
$3.42B
|