Purchases and Sales Made in Q4 2021 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.4M+ 3.49% |
$103M - $114M
|
101M
$2.94B
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
712K+ 4928.56% |
$21.5M - $23.8M
|
726K
$21.2M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
463KNew |
$14M - $15.5M
|
463K
$13.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
328K+ 167.67% |
$9.91M - $11M
|
523K
$15.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
324KNew |
$9.79M - $10.8M
|
324K
$9.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
BUY
|
- |
244K+ 212.8% |
$7.39M - $8.19M
|
359K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242KNew |
$7.32M - $8.11M
|
242K
$7.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
177KNew |
$5.34M - $5.92M
|
177K
$5.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
140K+ 11.96% |
$4.24M - $4.69M
|
1.31M
$38.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
132KNew |
$4M - $4.43M
|
132K
$3.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
96.7KNew |
$2.92M - $3.24M
|
96.7K
$2.82M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
92.6K+ 7.94% |
$2.8M - $3.1M
|
1.26M
$36.7M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
80.4KNew |
$2.43M - $2.69M
|
80.4K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80.2K+ 196.55% |
$2.42M - $2.69M
|
121K
$3.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
74.6KNew |
$2.25M - $2.5M
|
74.6K
$2.17M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
42.1K+ 3.37% |
$1.27M - $1.41M
|
1.29M
$37.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39.5K+ 14.94% |
$1.2M - $1.32M
|
304K
$8.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
36.2KNew |
$1.09M - $1.21M
|
36.2K
$1.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
34.8KNew |
$1.05M - $1.16M
|
34.8K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32.7KNew |
$988K - $1.09M
|
32.7K
$952K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
32.7K+ 20.03% |
$987K - $1.09M
|
196K
$5.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
31.4KNew |
$950K - $1.05M
|
31.4K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.8K+ 3.32% |
$900K - $998K
|
927K
$27M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
28.5K+ 6.82% |
$860K - $953K
|
446K
$13M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.2K+ 3.73% |
$731K - $810K
|
672K
$19.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
24.1K+ 3.68% |
$730K - $809K
|
680K
$19.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
23K+ 10.94% |
$694K - $769K
|
233K
$6.79M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
22.7K+ 868.68% |
$686K - $761K
|
25.3K
$738K
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
22.7K+ 9.7% |
$686K - $760K
|
257K
$7.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21.5K+ 6.68% |
$649K - $719K
|
343K
$9.99M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.4KNew |
$647K - $717K
|
21.4K
$624K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
20K+ 111.01% |
$606K - $671K
|
38.1K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
19.9K+ 22.88% |
$602K - $667K
|
107K
$3.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19.3KNew |
$585K - $648K
|
19.3K
$564K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
18.6K+ 187.41% |
$561K - $622K
|
28.5K
$830K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.7K+ 182.57% |
$475K - $526K
|
24.3K
$709K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.5K+ 73.13% |
$467K - $518K
|
36.6K
$1.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.3K+ 20.98% |
$461K - $511K
|
88K
$2.56M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.2KNew |
$459K - $509K
|
15.2K
$443K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
14.5KNew |
$440K - $487K
|
14.5K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 148.88% |
$434K - $481K
|
24K
$699K
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
14KNew |
$423K - $469K
|
14K
$408K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.9K+ 10.64% |
$421K - $467K
|
145K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
13.5K+ 23.73% |
$409K - $453K
|
70.6K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
13.2K+ 155.06% |
$399K - $442K
|
21.7K
$633K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.2K+ 5.97% |
$398K - $441K
|
234K
$6.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 1.35% |
$374K - $415K
|
928K
$27M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
11.5K+ 3.95% |
$346K - $384K
|
302K
$8.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
11.4K+ 17.77% |
$346K - $383K
|
75.8K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.2KNew |
$339K - $375K
|
11.2K
$326K
|