Purchases and Sales Made in Q3 2021 in Schwab Fundamental Emerging Mk (FNDE)

FNDE Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2021. 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
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-240
- 17.79%
$7.41K - $7.9K
1.11K $32.8K
Nov 08, 2021 Q3 2021
Addison Advisors LLC

SELL
 -
-249
- 20.87%
$7.68K - $8.2K
944 $27.9K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-252
- 2.12%
$7.78K - $8.3K
11.6K $344K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-292
- 27.81%
$9.01K - $9.61K
758 $22.4K
Nov 01, 2021 Q3 2021
Key F Inancial Inc

SELL
 -
-293
Closed
$9.04K - $9.65K
0 $0
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-297
- 63.73%
$9.17K - $9.78K
169 $5K
Nov 03, 2021 Q3 2021
Ackerman Capital Advisors, LLC

SELL
 -
-304
- 0.52%
$9.38K - $10K
58.3K $1.72M
Nov 04, 2021 Q3 2021
Brighton Jones LLC

SELL
 -
-346
- 3.98%
$10.7K - $11.4K
8.35K $247K
Nov 12, 2021 Q3 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-462
- 64.35%
$14.3K - $15.2K
256 $7.57K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-465
- 5.56%
$14.3K - $15.3K
7.9K $234K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-528
- 5.78%
$16.3K - $17.4K
8.61K $255K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
SELL
 -
-609
- 0.82%
$18.8K - $20K
74K $2.19M
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

SELL
 -
-628
- 7.03%
$19.4K - $20.7K
8.3K $245K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-650
- 8.97%
$20.1K - $21.4K
6.6K $195K
Nov 15, 2021 Q3 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-913
- 2.02%
$28.2K - $30.1K
44.3K $1.31M
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-968
- 12.34%
$29.9K - $31.9K
6.88K $203K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

SELL
 -
-1.06K
Closed
$32.8K - $35K
0 $0
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-1.11K
Closed
$34.1K - $36.4K
0 $0
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-1.19K
Closed
$36.8K - $39.3K
0 $0
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

SELL
 -
-1.35K
- 2.53%
$41.7K - $44.4K
52K $1.54M
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-1.54K
- 6.8%
$47.6K - $50.8K
21.1K $625K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-1.65K
Closed
$50.9K - $54.3K
0 $0
Nov 09, 2021 Q3 2021
Parsons Capital Management Inc

SELL
 -
-1.81K
- 8.68%
$55.9K - $59.7K
19.1K $564K
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-2.59K
- 36.95%
$80K - $85.3K
4.42K $131K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.62K
- 4.54%
$80.9K - $86.3K
55.1K $1.63M
Nov 02, 2021 Q3 2021
Wade Financial Advisory, Inc

SELL
 -
-2.81K
- 3.53%
$86.7K - $92.4K
76.7K $2.27M
Nov 09, 2021 Q3 2021
First National Corp

SELL
 -
-2.92K
- 5.96%
$90K - $96K
46K $1.36M
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-2.96K
Closed
$91.5K - $97.6K
0 $0
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-3.16K
- 54.7%
$97.4K - $104K
2.62K $77.3K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-4.04K
- 17.95%
$125K - $133K
18.5K $546K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

SELL
 -
-4.72K
- 26.47%
$146K - $155K
13.1K $388K
Nov 05, 2021 Q3 2021
Gratus Capital LLC

SELL
 -
-4.86K
- 11.4%
$150K - $160K
37.7K $1.12M
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-4.9K
Closed
$151K - $161K
0 $0
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-5.56K
- 19.56%
$172K - $183K
22.9K $676K
Nov 12, 2021 Q3 2021
Elgethun Capital Management

Sioux Falls, SD
SELL
 -
-5.85K
- 0.88%
$180K - $192K
656K $19.4M
Nov 01, 2021 Q3 2021
Acg Wealth

SELL
 -
-7.42K
Closed
$229K - $244K
0 $0
Nov 16, 2021 Q3 2021
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-11.8K
- 1.79%
$364K - $388K
648K $19.2M
Oct 05, 2021 Q3 2021
Mc Adam, LLC

SELL
 -
-13.7K
- 2.19%
$424K - $453K
614K $18.2M
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-14.9K
- 5.17%
$459K - $490K
273K $8.08M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-19.3K
- 13.39%
$596K - $636K
125K $3.69M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-35.4K
- 83.91%
$1.09M - $1.16M
6.78K $201K
Oct 13, 2021 Q3 2021
Gilbert & Cook, Inc.

SELL
 -
-42.1K
- 99.35%
$1.3M - $1.39M
277 $8.19K
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-48.7K
- 71.79%
$1.5M - $1.6M
19.1K $565K
Nov 05, 2021 Q3 2021
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-68.2K
- 32.0%
$2.11M - $2.25M
145K $4.29M
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-104K
- 55.04%
$3.22M - $3.44M
85.3K $2.52M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-126K
Closed
$3.88M - $4.14M
0 $0
Nov 15, 2021 Q3 2021
Morningstar Investment Management LLC

Chicago, IL
SELL
 -
-126K
- 26.61%
$3.9M - $4.16M
348K $10.3M
Apr 04, 2024 Q3 2021
Morningstar Investment Management LLC

Chicago, IL
SELL
 -
-126K
- 26.61%
$3.9M - $4.16M
348K $10.3M
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-131K
- 94.14%
$4.06M - $4.33M
8.19K $242K

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