Purchases and Sales Made in Q4 2023 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.61M+ 3.02% |
$91.5M - $98.2M
|
123M
$3.76B
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.38MNew |
$85.6M - $91.9M
|
3.38M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.13M+ 447.57% |
$53.9M - $57.8M
|
2.6M
$79.3M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.55M+ 127.42% |
$39.2M - $42.1M
|
2.76M
$84.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
843KNew |
$21.3M - $22.9M
|
843K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
584K+ 96.63% |
$14.8M - $15.9M
|
1.19M
$36.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
314K+ 923.59% |
$7.94M - $8.52M
|
348K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
264K+ 323.46% |
$6.7M - $7.19M
|
346K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
244KNew |
$6.17M - $6.62M
|
244K
$7.43M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
150KNew |
$3.8M - $4.08M
|
150K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
132K+ 7.5% |
$3.34M - $3.58M
|
1.89M
$57.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
119KNew |
$3M - $3.22M
|
119K
$3.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
109KNew |
$2.75M - $2.95M
|
109K
$3.31M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
96.9KNew |
$2.45M - $2.63M
|
96.9K
$2.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
90.4K+ 3.5% |
$2.29M - $2.46M
|
2.68M
$81.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.1KNew |
$1.88M - $2.01M
|
74.1K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
72.4KNew |
$1.83M - $1.97M
|
72.4K
$2.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
71.7KNew |
$1.82M - $1.95M
|
71.7K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
56.5KNew |
$1.43M - $1.54M
|
56.5K
$1.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
53K+ 22.75% |
$1.34M - $1.44M
|
286K
$8.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46.2KNew |
$1.17M - $1.26M
|
46.2K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
45.4K+ 11.98% |
$1.15M - $1.23M
|
424K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
44.7K+ 47.79% |
$1.13M - $1.21M
|
138K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
42K+ 7.71% |
$1.07M - $1.14M
|
587K
$17.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
41.5K+ 21.04% |
$1.05M - $1.13M
|
239K
$7.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
38.1K+ 6.16% |
$964K - $1.03M
|
656K
$20M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
36.3K+ 17.58% |
$919K - $986K
|
243K
$7.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.8K+ 8.8% |
$907K - $973K
|
442K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.9K+ 126.21% |
$808K - $867K
|
57.2K
$1.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
26.6K+ 10.46% |
$673K - $722K
|
281K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26K+ 15.86% |
$660K - $708K
|
190K
$5.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 1.45% |
$652K - $700K
|
1.8M
$54.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
25.1K+ 19.98% |
$635K - $681K
|
150K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
23.7K+ 3.79% |
$601K - $645K
|
649K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.2K+ 11.93% |
$587K - $629K
|
217K
$6.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
21.2KNew |
$536K - $576K
|
21.2K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.6KNew |
$523K - $561K
|
20.6K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$501K - $538K
|
19.8K
$603K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.4K+ 122.67% |
$493K - $528K
|
35.3K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
18.9K+ 6.06% |
$478K - $513K
|
330K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.6K+ 175.25% |
$472K - $506K
|
29.3K
$892K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
18.2KNew |
$460K - $494K
|
18.2K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.8KNew |
$452K - $485K
|
17.8K
$544K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
17.4K+ 22.74% |
$440K - $472K
|
93.7K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
17.2K+ 3.78% |
$437K - $469K
|
473K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.8K+ 8.79% |
$425K - $456K
|
208K
$6.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
16.4KNew |
$415K - $446K
|
16.4K
$500K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
16.2KNew |
$411K - $441K
|
16.2K
$494K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$402K - $431K
|
15.9K
$483K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.7K+ 63.64% |
$397K - $426K
|
40.3K
$1.23M
|