Purchases and Sales Made in Q4 2021 in Schwab Fundamental Emerging Mk (FNDE)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.55KClosed |
$198K - $219K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.84KClosed |
$207K - $229K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-6.92KClosed |
$209K - $232K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.27K- 17.84% |
$220K - $243K
|
33.5K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.41KClosed |
$224K - $248K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.92K- 60.41% |
$239K - $265K
|
5.19K
$158K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-8.26KClosed |
$250K - $277K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.57K- 16.33% |
$259K - $287K
|
43.9K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.61K- 13.28% |
$260K - $288K
|
56.2K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.91K- 46.57% |
$269K - $298K
|
10.2K
$311K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-9.18K- 23.43% |
$278K - $308K
|
30K
$915K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.76K- 7.81% |
$295K - $327K
|
115K
$3.51M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-10.1K- 1.64% |
$304K - $337K
|
604K
$18.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.1K- 2.67% |
$427K - $473K
|
515K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 17.5% |
$433K - $479K
|
67.5K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7KClosed |
$446K - $494K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14.9KClosed |
$450K - $499K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.1K- 4.78% |
$516K - $572K
|
340K
$10.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-21.3K- 74.85% |
$644K - $714K
|
7.16K
$218K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2KClosed |
$702K - $778K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23.9K- 53.94% |
$723K - $801K
|
20.4K
$623K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.4K- 51.15% |
$737K - $817K
|
23.3K
$710K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-45.8KClosed |
$1.38M - $1.53M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-53.7K- 7.64% |
$1.62M - $1.8M
|
648K
$19.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-85.3KClosed |
$2.58M - $2.86M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-87.5K- 73.41% |
$2.65M - $2.93M
|
31.7K
$967K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-110K- 75.54% |
$3.31M - $3.67M
|
35.5K
$1.08M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139KClosed |
$4.2M - $4.65M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-262K- 8.85% |
$7.92M - $8.78M
|
2.7M
$82.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-540K- 49.54% |
$16.3M - $18.1M
|
550K
$16.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-542K- 94.14% |
$16.4M - $18.1M
|
33.7K
$1.03M
|