Purchases and Sales Made in Q4 2021 in Schwab Fundamental Emerging Mk (FNDE)

FNDE Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q4 2021. 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
Feb 17, 2022 Q4 2021
Iron Bridge Private Wealth, LLC

SELL
 -
-89
Closed
$2.69K - $2.98K
0 $0
Feb 03, 2022 Q4 2021
Appleton Partners Inc

SELL
 -
-115
- 1.05%
$3.48K - $3.85K
10.9K $331K
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-125
Closed
$3.78K - $4.19K
0 $0
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-133
Closed
$4.02K - $4.45K
0 $0
Feb 14, 2022 Q4 2021
Eaton Vance Management

Boston, MA
SELL
 -
-140
- 6.09%
$4.23K - $4.69K
2.16K $65.8K
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-169
Closed
$5.11K - $5.66K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-169
Closed
$5.11K - $5.66K
0 $0
Jul 17, 2024 Q4 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-199
- 95.67%
$6.01K - $6.66K
9 $274
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-219
Closed
$6.62K - $7.33K
0 $0
Feb 14, 2022 Q4 2021
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-221
Closed
$6.68K - $7.4K
0 $0
Jan 19, 2022 Q4 2021
Vista Wealth Management Group, LLC

SELL
 -
-251
- 1.53%
$7.59K - $8.41K
16.1K $492K
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-256
Closed
$7.74K - $8.57K
0 $0
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-296
- 3.62%
$8.95K - $9.91K
7.89K $240K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-392
Closed
$11.8K - $13.1K
0 $0
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-415
- 37.42%
$12.5K - $13.9K
694 $21.2K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-436
- 7.91%
$13.2K - $14.6K
5.08K $155K
Feb 15, 2022 Q4 2021
Hm Payson & CO

Portland, ME
SELL
 -
-449
- 95.53%
$13.6K - $15K
21 $640
Feb 22, 2022 Q4 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-536
Closed
$16.2K - $18K
0 $0
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-552
- 62.94%
$16.7K - $18.5K
325 $9.91K
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-565
- 5.56%
$17.1K - $18.9K
9.6K $293K
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-594
- 95.65%
$18K - $19.9K
27 $823
Feb 11, 2022 Q4 2021
Valley National Advisers Inc

SELL
 -
-601
- 9.27%
$18.2K - $20.1K
5.88K $179K
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-750
- 9.73%
$22.7K - $25.1K
6.96K $212K
Jan 28, 2022 Q4 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-752
- 92.5%
$22.7K - $25.2K
61 $1.86K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-758
Closed
$22.9K - $25.4K
0 $0
Jan 24, 2022 Q4 2021
Ellevest, Inc.

SELL
 -
-761
Closed
$23K - $25.5K
0 $0
Feb 11, 2022 Q4 2021
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-762
- 0.42%
$23K - $25.5K
182K $5.54M
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-922
- 76.45%
$27.9K - $30.9K
284 $8.66K
Jan 19, 2022 Q4 2021
Hudock, Inc.

SELL
 -
-950
- 13.35%
$28.7K - $31.8K
6.17K $188K
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-1.05K
- 91.56%
$31.8K - $35.2K
97 $2.96K
Feb 07, 2022 Q4 2021
Parsons Capital Management Inc

SELL
 -
-1.09K
- 5.71%
$32.9K - $36.5K
18K $548K
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-1.18K
- 0.5%
$35.6K - $39.4K
237K $7.21M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1.2K
- 36.58%
$36.1K - $40K
2.07K $63.2K
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-1.23K
Closed
$37.1K - $41.1K
0 $0
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.25K
- 8.05%
$37.8K - $41.9K
14.3K $435K
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-1.28K
- 2.51%
$38.7K - $42.9K
49.8K $1.52M
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.32K
Closed
$39.8K - $44.1K
0 $0
Jan 26, 2022 Q4 2021
Cabot Wealth Management Inc

SELL
 -
-1.59K
- 0.48%
$47.9K - $53.1K
331K $10.1M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-2.03K
Closed
$61.3K - $68K
0 $0
Feb 11, 2022 Q4 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-2.1K
- 8.58%
$63.5K - $70.4K
22.4K $682K
Jan 19, 2022 Q4 2021
Edge Capital Group, LLC

SELL
 -
-2.29K
- 4.2%
$69.3K - $76.8K
52.3K $1.59M
Feb 08, 2022 Q4 2021
Pekin Hardy Strauss, Inc.

SELL
 -
-2.5K
- 1.93%
$75.6K - $83.7K
127K $3.88M
Feb 10, 2022 Q4 2021
Stone X Group Inc.

SELL
 -
-2.79K
- 25.65%
$84.4K - $93.6K
8.1K $247K
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-2.81K
- 2.37%
$85K - $94.2K
116K $3.53M
Feb 16, 2022 Q4 2021
Ackerman Capital Advisors, LLC

SELL
 -
-2.87K
- 4.92%
$86.7K - $96K
55.4K $1.69M
Mar 17, 2022 Q4 2021
Lbmc Investment Advisors, LLC

SELL
 -
-3.36K
- 27.77%
$102K - $112K
8.74K $266K
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-4.21K
- 72.82%
$127K - $141K
1.57K $47.9K
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-5.14K
- 27.82%
$155K - $172K
13.3K $406K
Jan 31, 2022 Q4 2021
Gratus Capital LLC

SELL
 -
-5.58K
- 14.8%
$169K - $187K
32.2K $980K

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