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 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-391- 2.43% |
$10.2K - $11.1K
|
15.7K
$479K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-435- 3.36% |
$11.3K - $12.3K
|
12.5K
$381K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-444- 1.77% |
$11.6K - $12.6K
|
24.6K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-452- 4.62% |
$11.8K - $12.8K
|
9.33K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-472- 4.07% |
$12.3K - $13.4K
|
11.1K
$339K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-578- 1.11% |
$15.1K - $16.4K
|
51.4K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-604- 1.71% |
$15.7K - $17.1K
|
34.8K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-658Closed |
$17.1K - $18.7K
|
0
$0
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-698- 10.97% |
$18.2K - $19.8K
|
5.67K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-717- 6.74% |
$18.7K - $20.3K
|
9.92K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-777- 3.52% |
$20.2K - $22K
|
21.3K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-799- 87.8% |
$20.8K - $22.7K
|
111
$3.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-828- 0.24% |
$21.6K - $23.5K
|
343K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-953- 79.09% |
$24.8K - $27K
|
252
$7.68K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-993- 2.04% |
$25.9K - $28.2K
|
47.7K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.02K- 1.8% |
$26.5K - $28.9K
|
55.6K
$1.7M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.25K- 12.58% |
$32.7K - $35.6K
|
8.71K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.26K- 8.79% |
$32.8K - $35.7K
|
13.1K
$398K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 1.57% |
$38K - $41.3K
|
91.2K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.58K- 85.69% |
$41.2K - $44.8K
|
264
$8.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.6K- 2.57% |
$41.6K - $45.3K
|
60.6K
$1.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.95K- 0.55% |
$50.7K - $55.1K
|
353K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.96K- 0.64% |
$51.1K - $55.6K
|
305K
$9.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.04K- 1.61% |
$53K - $57.7K
|
124K
$3.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.13K- 0.66% |
$55.4K - $60.3K
|
319K
$9.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.37K- 96.89% |
$61.7K - $67.1K
|
76
$2.32K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.4K- 6.84% |
$62.6K - $68.2K
|
32.7K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.55K- 12.67% |
$66.4K - $72.3K
|
17.6K
$536K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.92K- 2.93% |
$75.9K - $82.6K
|
96.6K
$2.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.26K- 0.62% |
$84.9K - $92.4K
|
524K
$16M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.48K- 81.0% |
$90.6K - $98.6K
|
816
$24.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.6K- 0.8% |
$93.7K - $102K
|
447K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.19K- 6.26% |
$109K - $119K
|
62.6K
$1.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5.07K- 1.57% |
$132K - $144K
|
318K
$9.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.13K- 66.32% |
$160K - $174K
|
3.11K
$94.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6.34K- 8.91% |
$165K - $180K
|
64.7K
$1.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.4K- 56.78% |
$167K - $181K
|
4.87K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.61K- 1.87% |
$172K - $188K
|
347K
$10.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.43K- 1.63% |
$194K - $211K
|
447K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.4K- 5.62% |
$296K - $322K
|
191K
$5.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11.8K- 8.29% |
$307K - $335K
|
130K
$3.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-13.3K- 15.12% |
$347K - $378K
|
74.8K
$2.28M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15.2K- 15.72% |
$397K - $432K
|
81.8K
$2.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-20.3K- 7.33% |
$528K - $574K
|
256K
$7.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4K- 5.64% |
$636K - $692K
|
409K
$12.5M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-27.2K- 5.62% |
$707K - $770K
|
456K
$13.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-28.1K- 4.97% |
$731K - $795K
|
537K
$16.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.1K- 81.16% |
$941K - $1.02M
|
8.38K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-75.2K- 10.73% |
$1.96M - $2.13M
|
626K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-86.5K- 13.7% |
$2.25M - $2.45M
|
545K
$16.6M
|