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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-54K- 50.18% |
$1.52M - $1.73M
|
53.6K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40.2K- 99.98% |
$1.13M - $1.29M
|
10
$291
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 5.68% |
$399K - $454K
|
236K
$6.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.21K- 6.43% |
$203K - $231K
|
105K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.86K- 39.15% |
$193K - $220K
|
10.7K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.93K- 13.88% |
$167K - $190K
|
36.8K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.63K- 31.42% |
$158K - $180K
|
12.3K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.83K- 9.19% |
$136K - $154K
|
47.7K
$1.39M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.06K- 5.61% |
$114K - $130K
|
68.2K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.92K- 6.62% |
$82.1K - $93.5K
|
41.2K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.49K- 2.77% |
$42K - $47.8K
|
52.3K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.11K- 14.51% |
$31.3K - $35.6K
|
6.56K
$191K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-882- 39.69% |
$24.8K - $28.2K
|
1.34K
$39K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-477- 4.18% |
$13.4K - $15.3K
|
10.9K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-394- 1.54% |
$11.1K - $12.6K
|
25.3K
$735K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-220- 2.16% |
$6.18K - $7.04K
|
9.95K
$289K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-130- 0.29% |
$3.65K - $4.16K
|
45.4K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-101- 1.01% |
$2.84K - $3.23K
|
9.9K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-45- 0.61% |
$1.26K - $1.44K
|
7.39K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.14% |
$141 - $160
|
3.61K
$105K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-993K- 93.68% |
$28.7M - $33.7M
|
67K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-474K- 85.65% |
$13.7M - $16.1M
|
79.4K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-386K- 0.31% |
$11.2M - $13.1M
|
123M
$3.59B
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-379K- 36.84% |
$10.9M - $12.9M
|
650K
$18.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-84.7K- 23.67% |
$2.45M - $2.88M
|
273K
$7.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-43K- 6.06% |
$1.24M - $1.46M
|
666K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-36.4K- 76.21% |
$1.05M - $1.24M
|
11.4K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 40.52% |
$1.01M - $1.18M
|
51.2K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-25.4K- 9.74% |
$735K - $863K
|
236K
$6.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-22.7K- 7.5% |
$655K - $770K
|
280K
$8.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 2.13% |
$644K - $757K
|
1.02M
$29.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19.5K- 43.73% |
$564K - $663K
|
25.1K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-12.9K- 2.22% |
$373K - $439K
|
570K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-12.8K- 3.76% |
$370K - $434K
|
327K
$9.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.7K- 51.2% |
$366K - $430K
|
12.1K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.5K- 0.34% |
$362K - $426K
|
3.68M
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.2K- 4.94% |
$294K - $346K
|
196K
$5.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.97K- 1.57% |
$259K - $305K
|
561K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-6.25K- 7.66% |
$180K - $212K
|
75.3K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 2.69% |
$176K - $206K
|
220K
$6.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 37.81% |
$162K - $190K
|
9.22K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.99K- 1.25% |
$144K - $169K
|
395K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.45K- 2.74% |
$129K - $151K
|
158K
$4.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15K- 27.31% |
$91.1K - $107K
|
8.4K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.11K- 13.95% |
$89.8K - $106K
|
19.2K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 1.74% |
$80K - $94K
|
157K
$4.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 2.73% |
$78.6K - $92.4K
|
96.9K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.39K- 3.4% |
$69.2K - $81.3K
|
68K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 6.12% |
$68.2K - $80.1K
|
36.2K
$1.05M
|
|