Purchases and Sales Made in Q2 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-471- 20.9% |
$12K - $14K
|
1.78K
$52.7K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-513Closed |
$13.1K - $15.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-522Closed |
$13.3K - $15.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-527- 3.7% |
$13.5K - $15.7K
|
13.7K
$406K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-528- 33.85% |
$13.5K - $15.7K
|
1.03K
$30.5K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-542- 26.16% |
$13.9K - $16.1K
|
1.53K
$45.3K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-583Closed |
$14.9K - $17.3K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-617- 3.75% |
$15.8K - $18.3K
|
15.8K
$468K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-649- 58.52% |
$16.6K - $19.3K
|
460
$13.6K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-662- 6.66% |
$16.9K - $19.7K
|
9.28K
$274K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-800Closed |
$20.4K - $23.8K
|
0
$0
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-922- 76.45% |
$23.6K - $27.4K
|
284
$8.4K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-943- 1.77% |
$24.1K - $28K
|
52.3K
$1.55M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1KClosed |
$25.6K - $29.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.12KClosed |
$28.7K - $33.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.32KClosed |
$33.7K - $39.2K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.44KClosed |
$36.8K - $42.8K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.57K- 25.43% |
$40.1K - $46.6K
|
4.6K
$136K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.69K- 14.25% |
$43.3K - $50.3K
|
10.2K
$301K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.73K- 17.01% |
$44.1K - $51.3K
|
8.42K
$249K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.75K- 9.73% |
$44.8K - $52.1K
|
16.3K
$482K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.88K- 17.28% |
$48.1K - $55.9K
|
9K
$266K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-1.89K- 8.62% |
$48.4K - $56.2K
|
20.1K
$593K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2K- 92.43% |
$51.2K - $59.5K
|
164
$4.85K
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.28K- 10.3% |
$58.3K - $67.8K
|
19.9K
$587K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.28KClosed |
$58.3K - $67.8K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.27K- 88.86% |
$83.6K - $97.2K
|
410
$12.1K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.47K- 5.88% |
$88.7K - $103K
|
55.6K
$1.64M
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.57K- 24.15% |
$91.2K - $106K
|
11.2K
$331K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.7KClosed |
$94.5K - $110K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.38K- 18.62% |
$112K - $130K
|
19.2K
$567K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.42KClosed |
$113K - $131K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.33K- 14.41% |
$136K - $158K
|
31.6K
$936K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.38KClosed |
$137K - $160K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.41K- 17.22% |
$138K - $161K
|
26K
$769K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.85K- 27.58% |
$150K - $174K
|
15.4K
$454K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.11KClosed |
$156K - $181K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.92KClosed |
$177K - $206K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.09KClosed |
$181K - $211K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.1KClosed |
$182K - $211K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-7.16KClosed |
$183K - $213K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.3K- 83.39% |
$186K - $217K
|
1.45K
$43K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.31KClosed |
$187K - $217K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.55KClosed |
$193K - $224K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.64KClosed |
$195K - $227K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.66K- 9.97% |
$196K - $228K
|
69.1K
$2.05M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.85K- 2.71% |
$201K - $233K
|
281K
$8.32M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.07K- 72.48% |
$206K - $240K
|
3.07K
$90.7K
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-8.23KClosed |
$210K - $245K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-8.3KClosed |
$212K - $246K
|
0
$0
|