Latest Institutional Sells of Schwab Fundamental Emerging Mk (FNDE)
This list provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2KClosed |
$702K - $778K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-8.26KClosed |
$250K - $277K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-6.92KClosed |
$209K - $232K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.84KClosed |
$207K - $229K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 27.77% |
$102K - $112K
|
8.74K
$327K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-536Closed |
$16.2K - $18K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-236Closed |
$7.13K - $7.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-169Closed |
$5.11K - $5.66K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-133Closed |
$4.02K - $4.45K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-89Closed |
$2.69K - $2.98K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-51Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-23Closed |
$695 - $770
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.9KClosed |
$151K - $161K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-2.96KClosed |
$91.5K - $97.6K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.11KClosed |
$34.1K - $36.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-207Closed |
$6.39K - $6.81K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-145Closed |
$4.47K - $4.77K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-57Closed |
$1.76K - $1.88K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.03MClosed |
$31.5M - $34.4M
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-47.5KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-36.4KClosed |
$1.11M - $1.21M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04KClosed |
$31.7K - $34.7K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-216Closed |
$6.59K - $7.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-106Closed |
$3.23K - $3.53K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-75Closed |
$2.29K - $2.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-13.6KClosed |
$385K - $425K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-8.8KClosed |
$249K - $275K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.31KClosed |
$207K - $228K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.03KClosed |
$57.5K - $63.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-327Closed |
$9.26K - $10.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-76Closed |
$2.15K - $2.37K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-61Closed |
$1.73K - $1.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-64KClosed |
$1.5M - $1.81M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-50.5KClosed |
$1.19M - $1.43M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.47KClosed |
$34.5K - $41.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-993Closed |
$23.3K - $28.2K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-530Closed |
$12.4K - $15K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-815Closed |
$19K - $20.6K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-266Closed |
$6.22K - $6.73K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-111Closed |
$2.59K - $2.81K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-85Closed |
$1.99K - $2.15K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-75Closed |
$1.75K - $1.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Sol Capital Management CO
|
SELL
|
- |
-27.4KClosed |
$546K - $680K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-24.4KClosed |
$486K - $606K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.5KClosed |
$389K - $485K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-18.3KClosed |
$365K - $455K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.91KClosed |
$97.8K - $122K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.88KClosed |
$57.5K - $71.6K
|
0
$0
|
|