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 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.03KClosed |
$57.5K - $63.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-327Closed |
$9.26K - $10.2K
|
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
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-61Closed |
$1.73K - $1.9K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-64KClosed |
$1.5M - $1.81M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-50.5KClosed |
$1.19M - $1.43M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.47KClosed |
$34.5K - $41.6K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-993Closed |
$23.3K - $28.2K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-530Closed |
$12.4K - $15K
|
0
$0
|
|
Q3 2020 | |||||||
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 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-111Closed |
$2.59K - $2.81K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-85Closed |
$1.99K - $2.15K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-75Closed |
$1.75K - $1.9K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Sol Capital Management CO
|
SELL
|
- |
-27.4KClosed |
$546K - $680K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-24.4KClosed |
$486K - $606K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.5KClosed |
$389K - $485K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-18.3KClosed |
$365K - $455K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.91KClosed |
$97.8K - $122K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.88KClosed |
$57.5K - $71.6K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.65KClosed |
$32.8K - $40.9K
|
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 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-446Closed |
$8.89K - $11.1K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-308Closed |
$6.14K - $7.65K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-196Closed |
$3.91K - $4.87K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70Closed |
$1.4K - $1.74K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-50Closed |
$997 - $1.24K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-40Closed |
$797 - $994
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.98MClosed |
$36.9M - $60.1M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-233KClosed |
$4.34M - $7.07M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-67.9KClosed |
$1.27M - $2.06M
|
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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-56.7KClosed |
$1.06M - $1.72M
|
0
$0
|
|
Jun 18, 2020
Q1 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-31.1KClosed |
$579K - $943K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7KClosed |
$366K - $597K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
West Coast Financial LLC
|
SELL
|
- |
-17.6KClosed |
$329K - $536K
|
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 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-422Closed |
$7.87K - $12.8K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-286Closed |
$5.33K - $8.69K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-259Closed |
$4.83K - $7.87K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-194Closed |
$3.62K - $5.89K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-133Closed |
$2.48K - $4.04K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-44Closed |
$820 - $1.34K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35Closed |
$652 - $1.06K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-9.22KClosed |
$249K - $276K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-594Closed |
$16K - $17.8K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42Closed |
$1.13K - $1.26K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21Closed |
$567 - $628
|
0
$0
|
|
Q3 2019 | |||||||
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.4KClosed |
$666K - $688K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.15KClosed |
$58.6K - $60.5K
|
0
$0
|