Purchases and Sales Made in Q3 2023 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2023. 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 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
267+ 0.94% |
$6.96K - $7.57K
|
28.8K
$877K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
238+ 185.94% |
$6.2K - $6.75K
|
366
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
232New |
$6.04K - $6.58K
|
232
$7.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
212New |
$5.52K - $6.01K
|
212
$6.46K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
199New |
$5.18K - $5.64K
|
199
$6.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
193New |
$5.03K - $5.47K
|
193
$5.88K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
190+ 8.71% |
$4.95K - $5.39K
|
2.37K
$72.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
176New |
$4.58K - $4.99K
|
176
$5.36K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
157+ 25.08% |
$4.09K - $4.45K
|
783
$23.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
138+ 1061.54% |
$3.59K - $3.91K
|
151
$4.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
138+ 0.95% |
$3.59K - $3.91K
|
14.7K
$447K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
116+ 178.46% |
$3.02K - $3.29K
|
181
$5.52K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
113New |
$2.94K - $3.2K
|
113
$3.44K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
111New |
$2.89K - $3.15K
|
111
$3.38K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
96+ 0.95% |
$2.5K - $2.72K
|
10.2K
$311K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
68New |
$1.77K - $1.93K
|
68
$2.07K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
68+ 0.21% |
$1.77K - $1.93K
|
32.3K
$984K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
68New |
$1.77K - $1.93K
|
68
$2.07K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 51.0% |
$1.33K - $1.45K
|
151
$4.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46+ 104.55% |
$1.2K - $1.3K
|
90
$2.74K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$834 - $907
|
32
$975
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
29+ 4.1% |
$755 - $822
|
737
$22.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22+ 6.01% |
$573 - $624
|
388
$11.8K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$521 - $567
|
20
$610
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
16+ 0.04% |
$417 - $454
|
36K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
13+ 1.07% |
$339 - $369
|
1.22K
$37.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
11+ 2.81% |
$287 - $312
|
403
$12.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.15% |
$234 - $255
|
5.99K
$183K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 10.0% |
$52.1 - $56.7
|
22
$671
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.18% |
$26.1 - $28.4
|
572
$17.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.81% |
$52.1 - $56.7
|
245
$7.47K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-55- 0.14% |
$1.43K - $1.56K
|
39.2K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-85- 95.51% |
$2.21K - $2.41K
|
4
$122
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-120- 2.96% |
$3.13K - $3.4K
|
3.94K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-122- 6.72% |
$3.18K - $3.46K
|
1.69K
$51.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-126- 1.09% |
$3.28K - $3.57K
|
11.5K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-128- 8.84% |
$3.33K - $3.63K
|
1.32K
$40.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-134- 70.9% |
$3.49K - $3.8K
|
55
$1.68K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-149- 10.91% |
$3.88K - $4.22K
|
1.22K
$37.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-178- 75.11% |
$4.64K - $5.05K
|
59
$1.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-187- 5.09% |
$4.87K - $5.3K
|
3.49K
$106K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-189- 1.18% |
$4.92K - $5.36K
|
15.9K
$483K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-199- 2.14% |
$5.18K - $5.64K
|
9.08K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-200- 29.59% |
$5.21K - $5.67K
|
476
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-262- 2.21% |
$6.83K - $7.43K
|
11.6K
$353K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-269- 1.47% |
$7.01K - $7.63K
|
18K
$548K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-270- 1.17% |
$7.03K - $7.65K
|
22.8K
$694K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-362- 7.87% |
$9.43K - $10.3K
|
4.24K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-362- 7.87% |
$9.43K - $10.3K
|
4.24K
$129K
|