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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-7.08KClosed |
$189K - $235K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.1K- 20.42% |
$189K - $236K
|
27.7K
$864K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.17K- 44.44% |
$191K - $238K
|
8.97K
$280K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.18K- 74.23% |
$192K - $238K
|
2.49K
$77.9K
|
|
|
Apr 06, 2022
Q1 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-7.23KClosed |
$193K - $240K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-8.1KClosed |
$216K - $269K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.22K- 20.34% |
$219K - $273K
|
32.2K
$1.01M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-8.27K- 99.3% |
$221K - $275K
|
58
$1.81K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-8.63K- 1.43% |
$230K - $286K
|
596K
$18.6M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-9.25KClosed |
$247K - $307K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-9.43K- 48.74% |
$252K - $313K
|
9.92K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.67KClosed |
$258K - $321K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.8K- 40.84% |
$262K - $325K
|
14.2K
$443K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-10K- 31.16% |
$267K - $333K
|
22.1K
$691K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-11.2KClosed |
$299K - $372K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
SELL
|
- |
-11.8K- 16.03% |
$315K - $392K
|
61.9K
$1.93M
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14.8K- 29.71% |
$395K - $491K
|
35K
$1.09M
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16.6K- 35.22% |
$442K - $550K
|
30.4K
$951K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.3K- 14.97% |
$463K - $575K
|
98.4K
$3.07M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-19.5K- 37.25% |
$520K - $647K
|
32.8K
$1.03M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-20.3K- 94.82% |
$542K - $674K
|
1.11K
$34.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-21.8K- 11.14% |
$582K - $724K
|
174K
$5.43M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.3K- 6.56% |
$596K - $741K
|
318K
$9.92M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-22.9K- 68.05% |
$612K - $762K
|
10.8K
$336K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.3KClosed |
$622K - $774K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-30.5K- 59.37% |
$815K - $1.01M
|
20.9K
$653K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.3K- 3.02% |
$861K - $1.07M
|
1.04M
$32.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-33K- 18.65% |
$880K - $1.09M
|
144K
$4.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-42.9KClosed |
$1.15M - $1.43M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.7K- 5.47% |
$1.35M - $1.68M
|
877K
$27.4M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-78.5K- 22.29% |
$2.09M - $2.6M
|
274K
$8.54M
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-86.9K- 14.5% |
$2.32M - $2.88M
|
512K
$16M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-101K- 87.63% |
$2.69M - $3.35M
|
14.2K
$445K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-121KClosed |
$3.23M - $4.02M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-132KClosed |
$3.53M - $4.39M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-172K- 26.57% |
$4.6M - $5.72M
|
476K
$14.9M
|
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-234KClosed |
$6.24M - $7.77M
|
0
$0
|
|
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-383K- 58.32% |
$10.2M - $12.7M
|
274K
$8.54M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-549K- 99.72% |
$14.6M - $18.2M
|
1.56K
$48.7K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-694K- 0.69% |
$18.5M - $23M
|
100M
$3.13B
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.31M- 99.98% |
$35M - $43.6M
|
202
$6.31K
|