Latest Institutional Transactions on Schwab Fundamental Emerging Mk (FNDE)
This table provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.98MClosed |
N/A
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-422Closed |
N/A
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-133Closed |
N/A
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-233KClosed |
N/A
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-17.6KClosed |
N/A
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-67.9KClosed |
N/A
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-194Closed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36New |
N/A
|
36
$1.07K
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-456Closed |
N/A
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-594Closed |
N/A
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-9.22KClosed |
N/A
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42Closed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-1.68KClosed |
N/A
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.63KClosed |
N/A
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.4KClosed |
N/A
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.15KClosed |
N/A
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-567Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-22.1KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Retirement Planning Group
|
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Motco
|
SELL
|
- |
-810Closed |
N/A
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Baystate Wealth Management LLC
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.88K+ 900.0% |
N/A
|
3.2K
$95.2K
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-588Closed |
N/A
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-61.1KClosed |
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
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
170New |
N/A
|
170
$5.06K
|
|
Jan 25, 2019
Q4 2018
|
Financial Consulate, Inc
|
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-214KClosed |
N/A
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-451Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-16.2KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.01KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$320K
|
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.58KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
F3 Logic, LLC
|
SELL
|
- |
-9.47KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-657Closed |
N/A
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-633Closed |
N/A
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|