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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 2.41% |
$55.4K - $65.1K
|
77.6K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.91K- 16.2% |
$55K - $64.7K
|
9.86K
$303K
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 9.41% |
$51.5K - $60.5K
|
17.2K
$528K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 33.26% |
$47.1K - $55.4K
|
3.27K
$101K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.45K- 79.77% |
$41.8K - $49.1K
|
367
$11.3K
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 2.6% |
$33.6K - $39.5K
|
43.6K
$1.34M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.14K- 24.91% |
$33K - $38.8K
|
3.44K
$106K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 31.88% |
$30.2K - $35.5K
|
2.23K
$68.7K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-979- 5.6% |
$28.3K - $33.2K
|
16.5K
$507K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-918- 22.03% |
$26.5K - $31.2K
|
3.25K
$100K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-856- 5.89% |
$24.7K - $29.1K
|
13.7K
$421K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-827- 7.96% |
$23.9K - $28.1K
|
9.56K
$294K
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-750- 1.62% |
$21.7K - $25.5K
|
45.5K
$1.4M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-706- 5.03% |
$20.4K - $24K
|
13.3K
$410K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-658- 1.41% |
$19K - $22.3K
|
46.1K
$1.42M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-545- 3.52% |
$15.7K - $18.5K
|
14.9K
$459K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-422- 14.38% |
$12.2K - $14.3K
|
2.51K
$77.3K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-329- 0.96% |
$9.5K - $11.2K
|
33.9K
$1.04M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-317- 0.71% |
$9.16K - $10.8K
|
44.1K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-282- 3.78% |
$8.15K - $9.57K
|
7.18K
$221K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-259- 6.14% |
$7.48K - $8.79K
|
3.96K
$122K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-236- 1.15% |
$6.82K - $8.01K
|
20.4K
$626K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-187- 15.69% |
$5.4K - $6.35K
|
1.01K
$30.9K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-181- 7.11% |
$5.23K - $6.14K
|
2.37K
$72.8K
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-173- 0.19% |
$5K - $5.87K
|
89.5K
$2.75M
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-150- 24.39% |
$4.33K - $5.09K
|
465
$14.3K
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-130- 5.2% |
$3.76K - $4.41K
|
2.37K
$72.9K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-104- 10.83% |
$3K - $3.53K
|
856
$26.3K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-95Closed |
$2.74K - $3.23K
|
0
$0
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-83- 2.78% |
$2.4K - $2.82K
|
2.91K
$89.4K
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-68- 0.33% |
$1.96K - $2.31K
|
20.8K
$639K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-148K- 66.27% |
$4.15M - $4.84M
|
75.4K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71.8K- 99.25% |
$2.01M - $2.35M
|
544
$16.7K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 48.72% |
$720K - $839K
|
27K
$832K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13.9K- 31.72% |
$389K - $453K
|
29.9K
$919K
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.2K- 2.5% |
$174K - $203K
|
242K
$7.45M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.05K- 0.93% |
$113K - $132K
|
430K
$13.2M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 23.27% |
$55.1K - $64.2K
|
6.48K
$200K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.26K- 93.55% |
$35.3K - $41.2K
|
87
$2.68K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 0.19% |
$33.8K - $39.4K
|
625K
$19.2M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-700- 5.19% |
$19.6K - $22.9K
|
12.8K
$394K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-672- 4.9% |
$18.8K - $22K
|
13K
$401K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-621- 4.66% |
$17.4K - $20.3K
|
12.7K
$391K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-571- 88.12% |
$16K - $18.7K
|
77
$2.37K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-431- 10.67% |
$12.1K - $14.1K
|
3.61K
$111K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-363- 96.8% |
$10.2K - $11.9K
|
12
$369
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-166- 0.34% |
$4.65K - $5.42K
|
48.3K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-157- 54.14% |
$4.4K - $5.13K
|
133
$4.09K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-141- 88.68% |
$3.95K - $4.61K
|
18
$554
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-110- 16.98% |
$3.08K - $3.59K
|
538
$16.6K
|