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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-446Closed |
$8.89K - $11.1K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-308Closed |
$6.14K - $7.65K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-196Closed |
$3.91K - $4.87K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70Closed |
$1.4K - $1.74K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-50Closed |
$997 - $1.24K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-40Closed |
$797 - $994
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.98MClosed |
$36.9M - $60.1M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-233KClosed |
$4.34M - $7.07M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-67.9KClosed |
$1.27M - $2.06M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-63.5KClosed |
$1.18M - $1.93M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-56.7KClosed |
$1.06M - $1.72M
|
0
$0
|
|
|
Jun 18, 2020
Q1 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-31.1KClosed |
$579K - $943K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7KClosed |
$366K - $597K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-17.6KClosed |
$329K - $536K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.23KClosed |
$60.2K - $98.1K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-422Closed |
$7.87K - $12.8K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-286Closed |
$5.33K - $8.69K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-259Closed |
$4.83K - $7.87K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-133Closed |
$2.48K - $4.04K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-44Closed |
$820 - $1.34K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-9.22KClosed |
$249K - $276K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-594Closed |
$16K - $17.8K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21Closed |
$567 - $628
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.4KClosed |
$666K - $688K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.15KClosed |
$58.6K - $60.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-1.68KClosed |
$45.7K - $47.2K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.63KClosed |
$44.6K - $46.1K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.13KClosed |
$30.8K - $31.8K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-567Closed |
$15.5K - $16K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
$8.19K - $8.46K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-22.1KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Retirement Planning Group
|
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Baystate Wealth Management LLC
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 16, 2019
Q4 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-214KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-61.1KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Financial Consulate, Inc
|
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-826Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Crewe Advisors LLC
|
SELL
|
- |
-630Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 31, 2018
Q3 2018
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-16.2KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
F3 Logic, LLC
|
SELL
|
- |
-9.47KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.93KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.01KClosed |
N/A
|
0
$0
|
|