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 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
1.57K+ 4.85% |
$39.6K - $42.5K
|
33.8K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.39K+ 1255.86% |
$35.3K - $37.9K
|
1.51K
$45.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.39K+ 16.22% |
$35.2K - $37.8K
|
9.96K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.34K+ 1.3% |
$34K - $36.5K
|
105K
$3.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.31K+ 3.48% |
$33.2K - $35.6K
|
39K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.28K+ 12.51% |
$32.3K - $34.7K
|
11.5K
$350K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.21KNew |
$30.5K - $32.8K
|
1.21K
$36.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 0.38% |
$29K - $31.1K
|
302K
$9.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.09K+ 5.92% |
$27.6K - $29.7K
|
19.5K
$595K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$26K - $27.9K
|
1.03K
$31.3K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.02KNew |
$25.8K - $27.7K
|
1.02K
$31.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
931New |
$23.6K - $25.3K
|
931
$28.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
923+ 10.13% |
$23.4K - $25.1K
|
10K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
835New |
$21.2K - $22.7K
|
835
$25.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
752+ 1.64% |
$19K - $20.4K
|
46.5K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
738+ 1.74% |
$18.7K - $20.1K
|
43.1K
$1.31M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
596+ 10.52% |
$15.1K - $16.2K
|
6.26K
$191K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
595New |
$15.1K - $16.2K
|
595
$18.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
557+ 3.94% |
$14.1K - $15.1K
|
14.7K
$448K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
534+ 132.51% |
$13.5K - $14.5K
|
937
$28.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
532+ 1.24% |
$13.5K - $14.5K
|
43.5K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
503New |
$12.7K - $13.7K
|
503
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
485+ 0.87% |
$12.3K - $13.2K
|
56.1K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
482New |
$12.2K - $13.1K
|
482
$14.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
452New |
$11.4K - $12.3K
|
452
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
429+ 2.39% |
$10.9K - $11.7K
|
18.4K
$561K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
428+ 169.84% |
$10.8K - $11.6K
|
680
$20.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
426+ 13.69% |
$10.8K - $11.6K
|
3.54K
$108K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
360+ 3.96% |
$9.12K - $9.78K
|
9.44K
$288K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
315+ 3.47% |
$7.98K - $8.56K
|
9.4K
$286K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
306New |
$7.75K - $8.32K
|
306
$9.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
303+ 1.31% |
$7.67K - $8.24K
|
23.4K
$714K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300+ 2.4% |
$7.6K - $8.15K
|
12.8K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
289+ 3.43% |
$7.32K - $7.86K
|
8.7K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
233+ 0.65% |
$5.9K - $6.33K
|
36.2K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
214+ 0.5% |
$5.42K - $5.82K
|
43.3K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
203New |
$5.14K - $5.52K
|
203
$6.19K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
173New |
$4.38K - $4.7K
|
173
$5.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 81.77% |
$3.75K - $4.02K
|
329
$10K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
145New |
$3.67K - $3.94K
|
145
$4.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
141New |
$3.57K - $3.83K
|
141
$4.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
138New |
$3.5K - $3.75K
|
138
$4.21K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
136+ 10.3% |
$3.44K - $3.7K
|
1.46K
$44.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116+ 0.29% |
$2.94K - $3.15K
|
39.7K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
113+ 0.96% |
$2.86K - $3.07K
|
11.8K
$361K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
106+ 0.85% |
$2.68K - $2.88K
|
12.6K
$383K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
105New |
$2.66K - $2.85K
|
105
$3.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
105+ 177.97% |
$2.66K - $2.85K
|
164
$5K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
101+ 3.03% |
$2.56K - $2.75K
|
3.43K
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101New |
$2.56K - $2.75K
|
101
$3.08K
|