Purchases and Sales Made in Q3 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2024. 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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.52K+ 7.97% |
$239K - $278K
|
115K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.36K+ 1.45% |
$234K - $273K
|
583K
$17.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.03K+ 17.72% |
$225K - $262K
|
53.4K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.45K+ 73.91% |
$209K - $243K
|
17.5K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.73KNew |
$189K - $220K
|
6.73K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.71K+ 5.94% |
$188K - $219K
|
120K
$3.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.61K+ 1.88% |
$185K - $216K
|
358K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.57KNew |
$184K - $215K
|
6.57K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.51KNew |
$182K - $213K
|
6.51K
$198K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.45KNew |
$181K - $211K
|
6.45K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.42KNew |
$180K - $210K
|
6.42K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.2KNew |
$174K - $203K
|
6.2K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.2K+ 1.41% |
$174K - $203K
|
446K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 3.62% |
$156K - $182K
|
159K
$4.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.49K+ 2.27% |
$154K - $180K
|
247K
$7.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 64.27% |
$153K - $179K
|
14K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 55.22% |
$148K - $172K
|
14.8K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.12K+ 15.32% |
$143K - $167K
|
38.5K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5K+ 28.92% |
$140K - $163K
|
22.3K
$680K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.78K+ 73.19% |
$134K - $156K
|
11.3K
$345K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.37K+ 2.17% |
$122K - $143K
|
206K
$6.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.24K+ 21.38% |
$119K - $139K
|
24.1K
$734K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.17K+ 150.18% |
$117K - $136K
|
6.95K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
3.93K+ 2.72% |
$110K - $129K
|
149K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.76K+ 21.16% |
$105K - $123K
|
21.5K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.49K+ 47.64% |
$97.9K - $114K
|
10.8K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.27K+ 1.3% |
$91.5K - $107K
|
254K
$7.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$78.5K - $91.5K
|
2.8K
$85.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.75K+ 2.26% |
$77.1K - $89.9K
|
124K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.55K+ 0.85% |
$71.5K - $83.3K
|
304K
$9.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.28K+ 13.62% |
$63.9K - $74.5K
|
19K
$580K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.27K+ 13.01% |
$63.7K - $74.3K
|
19.7K
$602K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.1K+ 24.4% |
$58.9K - $68.7K
|
10.7K
$327K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.06KNew |
$57.6K - $67.2K
|
2.06K
$62.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.99K+ 12450.0% |
$55.8K - $65.1K
|
2.01K
$61.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 85.2% |
$53.7K - $62.6K
|
4.17K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83K+ 3.75% |
$51.2K - $59.8K
|
50.5K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.8K+ 9.65% |
$50.4K - $58.8K
|
20.5K
$623K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 2.37% |
$49.6K - $57.8K
|
76.4K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1.72K+ 2.16% |
$48.3K - $56.3K
|
81.5K
$2.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.65K+ 7.0% |
$46.1K - $53.8K
|
25.1K
$766K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.36K+ 1.28% |
$38.2K - $44.5K
|
107K
$3.28M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.19K+ 14.45% |
$33.3K - $38.8K
|
9.4K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 26.54% |
$33K - $38.5K
|
5.61K
$171K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 11.3% |
$32.7K - $38.1K
|
11.5K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 10.18% |
$30.8K - $35.9K
|
11.9K
$363K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
975+ 1.33% |
$27.3K - $31.9K
|
74.5K
$2.27M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
969+ 2.46% |
$27.2K - $31.7K
|
40.3K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
968+ 24.59% |
$27.1K - $31.6K
|
4.9K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
944+ 0.42% |
$26.5K - $30.8K
|
226K
$6.9M
|