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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-40Closed |
$797 - $994
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-446Closed |
$8.89K - $11.1K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sol Capital Management CO
|
SELL
|
- |
-27.4KClosed |
$546K - $680K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-18.3KClosed |
$365K - $455K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.88KClosed |
$57.5K - $71.6K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-308Closed |
$6.14K - $7.65K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.64KClosed |
$32.7K - $40.8K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70Closed |
$1.4K - $1.74K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 18, 2020
Q1 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-31.1KClosed |
$579K - $943K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32New |
$596 - $972
|
32
$927
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-286Closed |
$5.33K - $8.69K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7KClosed |
$366K - $597K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-259Closed |
$4.83K - $7.87K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-44Closed |
$820 - $1.34K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-56.7KClosed |
$1.06M - $1.72M
|
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
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.23KClosed |
$60.2K - $98.1K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.98MClosed |
$36.9M - $60.1M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-422Closed |
$7.87K - $12.8K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-133Closed |
$2.48K - $4.04K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-233KClosed |
$4.34M - $7.07M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35Closed |
$652 - $1.06K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-17.6KClosed |
$329K - $536K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-67.9KClosed |
$1.27M - $2.06M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-194Closed |
$3.62K - $5.89K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36New |
$972 - $1.08K
|
36
$1.04K
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-594Closed |
$16K - $17.8K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-9.22KClosed |
$249K - $276K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21Closed |
$567 - $628
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42Closed |
$1.13K - $1.26K
|
0
$0
|
|
| Q3 2019 | |||||||
|
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 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.4KClosed |
$666K - $688K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.13KClosed |
$30.8K - $31.8K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
$8.19K - $8.46K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.15KClosed |
$58.6K - $60.5K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-567Closed |
$15.5K - $16K
|
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
|
|
|
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
$92.7K
|
|
|
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
|
|