Latest Institutional Sells of Schwab Fundamental Emerging Mk (FNDE)
This list provides information on the latest institutional transactions involving Schwab Fundamental Emerging Mk (FNDE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-11.2KClosed |
$299K - $372K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.67KClosed |
$258K - $321K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-8.1KClosed |
$216K - $269K
|
0
$0
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-7.08KClosed |
$189K - $235K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.96KClosed |
$186K - $231K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.23KClosed |
$113K - $140K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.16KClosed |
$57.6K - $71.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.01KClosed |
$53.5K - $66.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-755Closed |
$20.2K - $25.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-675Closed |
$18K - $22.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-97Closed |
$2.59K - $3.22K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-95Closed |
$2.54K - $3.15K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-71Closed |
$1.89K - $2.36K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-47Closed |
$1.25K - $1.56K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13Closed |
$347 - $432
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-10Closed |
$267 - $332
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4- 12.9% |
$107 - $133
|
27
$787
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2KClosed |
$702K - $778K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-8.26KClosed |
$250K - $277K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-6.92KClosed |
$209K - $232K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.84KClosed |
$207K - $229K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 27.77% |
$102K - $112K
|
8.74K
$255K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-536Closed |
$16.2K - $18K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-236Closed |
$7.13K - $7.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-221Closed |
$6.68K - $7.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-169Closed |
$5.11K - $5.66K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-133Closed |
$4.02K - $4.45K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-89Closed |
$2.69K - $2.98K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-51Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-23Closed |
$695 - $770
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.9KClosed |
$151K - $161K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-2.96KClosed |
$91.5K - $97.6K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.11KClosed |
$34.1K - $36.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-207Closed |
$6.39K - $6.81K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-145Closed |
$4.47K - $4.77K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-57Closed |
$1.76K - $1.88K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.03MClosed |
$31.5M - $34.4M
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-47.5KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-36.4KClosed |
$1.11M - $1.21M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04KClosed |
$31.7K - $34.7K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-216Closed |
$6.59K - $7.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-106Closed |
$3.23K - $3.53K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-75Closed |
$2.29K - $2.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-13.6KClosed |
$385K - $425K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-8.8KClosed |
$249K - $275K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.31KClosed |
$207K - $228K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.33KClosed |
$151K - $166K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.54KClosed |
$71.9K - $79.2K
|
0
$0
|
|