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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
15.2KNew |
$385K - $413K
|
15.2K
$463K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8KNew |
$374K - $402K
|
14.8K
$450K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
13.8KNew |
$349K - $374K
|
13.8K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13K+ 2.47% |
$329K - $353K
|
537K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.9K+ 18.4% |
$303K - $325K
|
76.9K
$2.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.9KNew |
$302K - $324K
|
11.9K
$363K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.7K+ 22.17% |
$297K - $319K
|
64.6K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 6.87% |
$273K - $293K
|
168K
$5.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10.3K+ 4.62% |
$261K - $280K
|
233K
$7.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1KNew |
$256K - $275K
|
10.1K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.6K+ 13.91% |
$243K - $261K
|
78.6K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.25K+ 33.54% |
$234K - $251K
|
36.8K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.03KNew |
$229K - $246K
|
9.03K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.33KNew |
$211K - $226K
|
8.33K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
8.13K+ 24.84% |
$206K - $221K
|
40.9K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.56KNew |
$191K - $205K
|
7.56K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
7.5K+ 2.12% |
$190K - $204K
|
360K
$11M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
6.92K+ 11.77% |
$175K - $188K
|
65.7K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.72K+ 6.21% |
$170K - $183K
|
115K
$3.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.47K+ 1.58% |
$164K - $176K
|
415K
$12.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.02K+ 1.51% |
$153K - $164K
|
406K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.79K+ 1012.59% |
$147K - $157K
|
6.36K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.37K+ 3.21% |
$136K - $146K
|
173K
$5.27M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.32KNew |
$135K - $145K
|
5.32K
$162K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.97K+ 1.83% |
$126K - $135K
|
277K
$8.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.96K+ 26.71% |
$126K - $135K
|
23.5K
$716K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.87K+ 315.15% |
$123K - $132K
|
6.41K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.84K+ 1.08% |
$123K - $131K
|
452K
$13.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.68K+ 3.36% |
$119K - $127K
|
144K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.52KNew |
$115K - $123K
|
4.52K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.28K+ 5.6% |
$108K - $116K
|
80.7K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.02KNew |
$102K - $109K
|
4.02K
$122K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.99K+ 40.09% |
$101K - $108K
|
13.9K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.6K+ 17.31% |
$91.2K - $97.8K
|
24.4K
$744K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.49KNew |
$88.4K - $94.8K
|
3.49K
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.47K+ 6.89% |
$88K - $94.4K
|
53.9K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.28KNew |
$83K - $89.1K
|
3.28K
$99.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.14K+ 8.76% |
$79.5K - $85.3K
|
39K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.04KNew |
$76.9K - $82.5K
|
3.04K
$92.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.8K+ 21.15% |
$70.8K - $76K
|
16K
$488K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.54K+ 5.57% |
$64.2K - $68.9K
|
48.1K
$1.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.02KNew |
$51.2K - $55K
|
2.02K
$61.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.98K+ 13.45% |
$50.1K - $53.8K
|
16.7K
$509K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.9K+ 777.14% |
$48.2K - $51.8K
|
2.15K
$65.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.9K+ 8.93% |
$48.2K - $51.7K
|
23.2K
$707K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.83KNew |
$46.3K - $49.6K
|
1.83K
$55.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.82K+ 7.22% |
$46.2K - $49.5K
|
27.1K
$825K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.81K+ 11.03% |
$45.7K - $49.1K
|
18.2K
$554K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.79K+ 7.67% |
$45.4K - $48.8K
|
25.2K
$768K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.6K+ 13.07% |
$40.6K - $43.5K
|
13.9K
$422K
|