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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-216Closed |
$6.59K - $7.2K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-47.5KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
831New |
$25.4K - $27.7K
|
831
$27.6K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.31KClosed |
$207K - $228K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-76Closed |
$2.15K - $2.37K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.03KClosed |
$57.5K - $63.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Harbor Advisory Corp
|
BUY
|
- |
39.3K+ 430.65% |
$1.11M - $1.23M
|
48.4K
$1.61M
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-61Closed |
$1.73K - $1.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-327Closed |
$9.26K - $10.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-8.8KClosed |
$249K - $275K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-13.6KClosed |
$385K - $425K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
214New |
$6.06K - $6.68K
|
214
$7.12K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-993Closed |
$23.3K - $28.2K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-64KClosed |
$1.5M - $1.81M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.47KClosed |
$34.5K - $41.6K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-530Closed |
$12.4K - $15K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-50.5KClosed |
$1.19M - $1.43M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
43New |
$1K - $1.09K
|
43
$1.43K
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-75Closed |
$1.75K - $1.9K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.28KNew |
$217K - $235K
|
9.28K
$309K
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-815Closed |
$19K - $20.6K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-266Closed |
$6.22K - $6.73K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-85Closed |
$1.99K - $2.15K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
761New |
$17.8K - $19.2K
|
761
$25.3K
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-111Closed |
$2.59K - $2.81K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
166+ 3.2% |
$3.31K - $4.13K
|
5.36K
$178K
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-50Closed |
$997 - $1.24K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.91KClosed |
$97.8K - $122K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.5KClosed |
$389K - $485K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-24.4KClosed |
$486K - $606K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-196Closed |
$3.91K - $4.87K
|
0
$0
|
|
|
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 Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-286Closed |
$5.33K - $8.69K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32New |
$596 - $972
|
32
$1.06K
|
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7KClosed |
$366K - $597K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-44Closed |
$820 - $1.34K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-259Closed |
$4.83K - $7.87K
|
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 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-56.7KClosed |
$1.06M - $1.72M
|
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
|
|