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 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
870New |
$26.3K - $29.1K
|
870
$26.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
829New |
$25.1K - $27.8K
|
829
$25.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
816+ 0.6% |
$24.7K - $27.3K
|
136K
$4.14M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$24.2K - $26.8K
|
800
$24.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
710+ 1.12% |
$21.5K - $23.8K
|
63.9K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
675New |
$20.4K - $22.6K
|
675
$20.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
545+ 2.88% |
$16.5K - $18.3K
|
19.5K
$594K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
432+ 3.42% |
$13.1K - $14.5K
|
13.1K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
405New |
$12.2K - $13.6K
|
405
$12.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
394New |
$11.9K - $13.2K
|
394
$12K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
346+ 202.34% |
$10.5K - $11.6K
|
517
$15.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
337+ 30.55% |
$10.2K - $11.3K
|
1.44K
$43.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
328+ 697.87% |
$9.91K - $11K
|
375
$11.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
319+ 139.91% |
$9.64K - $10.7K
|
547
$16.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
314+ 3.76% |
$9.49K - $10.5K
|
8.67K
$264K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
268New |
$8.1K - $8.98K
|
268
$8.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
263+ 2.26% |
$7.95K - $8.81K
|
11.9K
$363K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
245+ 2.95% |
$7.4K - $8.21K
|
8.55K
$260K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
245+ 3.73% |
$7.4K - $8.21K
|
6.81K
$208K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
210+ 4.75% |
$6.35K - $7.03K
|
4.63K
$141K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
208New |
$6.29K - $6.97K
|
208
$6.34K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
185+ 10.01% |
$5.59K - $6.2K
|
2.03K
$62K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
181New |
$5.47K - $6.06K
|
181
$5.52K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
178+ 0.42% |
$5.38K - $5.96K
|
42.9K
$1.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
154+ 1.03% |
$4.65K - $5.16K
|
15.1K
$460K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
153+ 117.69% |
$4.62K - $5.12K
|
283
$8.63K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
109+ 10.68% |
$3.29K - $3.65K
|
1.13K
$34.4K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83+ 0.51% |
$2.51K - $2.78K
|
16.4K
$499K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
83+ 1.21% |
$2.51K - $2.78K
|
6.96K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
83+ 4.15% |
$2.51K - $2.78K
|
2.08K
$63.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
77+ 54.61% |
$2.33K - $2.58K
|
218
$6.64K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
71New |
$2.15K - $2.38K
|
71
$2.16K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 64.94% |
$1.51K - $1.67K
|
127
$3.87K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
47New |
$1.42K - $1.57K
|
47
$1.43K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
31New |
$937 - $1.04K
|
31
$945
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
22+ 13.17% |
$665 - $737
|
189
$5.76K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
20New |
$604 - $670
|
20
$610
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13New |
$393 - $435
|
13
$396
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
10New |
$302 - $335
|
10
$305
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5New |
$151 - $167
|
5
$152
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.2% |
$30.2 - $33.5
|
84
$2.56K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-23Closed |
$695 - $770
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 4.85% |
$1.06K - $1.17K
|
687
$20.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-36- 3.81% |
$1.09K - $1.21K
|
908
$27.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-51Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-51Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-63- 3.69% |
$1.9K - $2.11K
|
1.65K
$50.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-76- 0.67% |
$2.3K - $2.55K
|
11.2K
$342K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-87Closed |
$2.63K - $2.91K
|
0
$0
|