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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-68K- 71.04% |
$2.36M - $2.56M
|
27.7K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-14.6K- 1.14% |
$507K - $550K
|
1.26M
$47.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-12.8K- 3.5% |
$447K - $484K
|
354K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.88K- 64.95% |
$204K - $222K
|
3.17K
$119K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.76K- 99.35% |
$95.9K - $104K
|
18
$674
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.57K- 45.71% |
$89.2K - $96.7K
|
3.05K
$114K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.51K- 1.9% |
$87.3K - $94.6K
|
130K
$4.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-797- 5.37% |
$27.7K - $30K
|
14.1K
$526K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-379- 0.36% |
$13.2K - $14.3K
|
104K
$3.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-234- 2.46% |
$8.14K - $8.82K
|
9.29K
$348K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-198- 0.4% |
$6.89K - $7.46K
|
49.6K
$1.86M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.04M- 89.8% |
$34.4M - $37.7M
|
118K
$4.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-356K- 26.79% |
$11.8M - $12.9M
|
974K
$36.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-316K- 99.35% |
$10.5M - $11.5M
|
2.06K
$77.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-214K- 9.59% |
$7.1M - $7.78M
|
2.02M
$75.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-139K- 39.17% |
$4.59M - $5.03M
|
215K
$8.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-71.8K- 13.78% |
$2.38M - $2.61M
|
449K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-67.8K- 44.26% |
$2.25M - $2.46M
|
85.4K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-54.5K- 47.2% |
$1.8M - $1.98M
|
60.9K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-40.6K- 35.98% |
$1.34M - $1.47M
|
72.2K
$2.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-35.6K- 92.45% |
$1.18M - $1.29M
|
2.91K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-31.5K- 6.73% |
$1.04M - $1.14M
|
437K
$16.4M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28.3K- 99.22% |
$938K - $1.03M
|
224
$8.38K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-12K- 6.45% |
$399K - $437K
|
175K
$6.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-12K- 1.89% |
$398K - $436K
|
624K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.2K- 7.77% |
$371K - $407K
|
133K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.89K- 14.45% |
$328K - $359K
|
58.6K
$2.19M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8.71K- 3.95% |
$289K - $316K
|
212K
$7.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-8.65K- 5.27% |
$287K - $314K
|
155K
$5.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.43K- 6.33% |
$279K - $306K
|
125K
$4.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.74K- 94.87% |
$256K - $281K
|
419
$15.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.65K- 0.43% |
$253K - $278K
|
1.77M
$66.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-6.75K- 26.12% |
$223K - $245K
|
19.1K
$714K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.52K- 1.44% |
$216K - $237K
|
445K
$16.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.52K- 5.07% |
$216K - $237K
|
122K
$4.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.23K- 2.15% |
$206K - $226K
|
284K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-5.86K- 1.83% |
$194K - $213K
|
315K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-5.45K- 5.3% |
$181K - $198K
|
97.3K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.03K- 15.22% |
$167K - $183K
|
28K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.98K- 6.33% |
$165K - $181K
|
73.6K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.13K- 7.74% |
$137K - $150K
|
49.2K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.09K- 33.08% |
$136K - $149K
|
8.28K
$310K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.56K- 2.26% |
$118K - $129K
|
154K
$5.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 4.09% |
$113K - $123K
|
79.8K
$2.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.33K- 2.19% |
$110K - $121K
|
149K
$5.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.31K- 8.0% |
$110K - $120K
|
38.1K
$1.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.13K- 20.08% |
$104K - $114K
|
12.5K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 7.31% |
$103K - $113K
|
39.6K
$1.48M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.1K- 1.47% |
$103K - $113K
|
207K
$7.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.91K- 6.14% |
$96.2K - $105K
|
44.4K
$1.66M
|
|