Purchases and Sales Made in Q1 2022 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27Closed |
$721 - $896
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-47Closed |
$1.25K - $1.56K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-61Closed |
$1.63K - $2.03K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-62- 0.87% |
$1.65K - $2.06K
|
7.1K
$222K
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-71Closed |
$1.89K - $2.36K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-80- 0.67% |
$2.14K - $2.66K
|
11.8K
$369K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-90- 12.97% |
$2.4K - $2.99K
|
604
$18.9K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-91Closed |
$2.43K - $3.02K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-94- 90.38% |
$2.51K - $3.12K
|
10
$312
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-95Closed |
$2.54K - $3.15K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-97Closed |
$2.59K - $3.22K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-102- 20.73% |
$2.72K - $3.39K
|
390
$12.2K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-120- 1.19% |
$3.2K - $3.98K
|
9.94K
$310K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-157Closed |
$4.19K - $5.21K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-266- 0.48% |
$7.1K - $8.83K
|
55.2K
$1.72M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-289- 88.92% |
$7.71K - $9.59K
|
36
$1.12K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-303- 18.42% |
$8.09K - $10.1K
|
1.34K
$41.9K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-319- 58.32% |
$8.51K - $10.6K
|
228
$7.12K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-325- 62.86% |
$8.67K - $10.8K
|
192
$6K
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-326- 2.16% |
$8.7K - $10.8K
|
14.8K
$461K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-405Closed |
$10.8K - $13.4K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-566- 10.91% |
$15.1K - $18.8K
|
4.62K
$144K
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-638- 0.79% |
$17K - $21.2K
|
79.8K
$2.49M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-675Closed |
$18K - $22.4K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-755Closed |
$20.2K - $25.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-788- 3.24% |
$21K - $26.2K
|
23.5K
$735K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-925Closed |
$24.7K - $30.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.16K- 3.45% |
$30.9K - $38.4K
|
32.3K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 5.26% |
$31.4K - $39.1K
|
21.2K
$662K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.44K- 10.8% |
$38.4K - $47.8K
|
11.9K
$371K
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.87K- 18.51% |
$49.9K - $62.1K
|
8.23K
$257K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.87K- 20.89% |
$50K - $62.2K
|
7.09K
$221K
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.01KClosed |
$53.5K - $66.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.07K- 4.71% |
$55.2K - $68.7K
|
41.9K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.16KClosed |
$57.6K - $71.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.57K- 14.28% |
$68.5K - $85.2K
|
15.4K
$481K
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.73K- 0.83% |
$72.9K - $90.7K
|
328K
$10.2M
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.35K- 16.4% |
$89.4K - $111K
|
17.1K
$533K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.78K- 7.74% |
$101K - $125K
|
45K
$1.41M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-4K- 52.04% |
$107K - $133K
|
3.68K
$115K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-4.08K- 16.09% |
$109K - $135K
|
21.3K
$664K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.11K- 28.81% |
$110K - $136K
|
10.1K
$317K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.12K- 52.22% |
$110K - $137K
|
3.77K
$118K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.23KClosed |
$113K - $140K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-4.26K- 8.22% |
$114K - $142K
|
47.6K
$1.49M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.3K- 24.16% |
$115K - $143K
|
13.5K
$422K
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.48K- 3.52% |
$120K - $149K
|
123K
$3.84M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.23K- 35.92% |
$139K - $173K
|
9.32K
$291K
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
SELL
|
- |
-5.32K- 1.48% |
$142K - $177K
|
354K
$11.1M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.96KClosed |
$186K - $231K
|
0
$0
|