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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 18.6% |
$1.33K - $1.45K
|
175
$6.55K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-39- 4.64% |
$1.29K - $1.42K
|
802
$30K
|
|
|
Nov 14, 2025
Q3 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-36- 1.53% |
$1.19K - $1.31K
|
2.32K
$86.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-35- 0.01% |
$1.16K - $1.27K
|
314K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.07% |
$1.03K - $1.13K
|
43.3K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-30- 5.08% |
$994 - $1.09K
|
560
$21K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 1.08% |
$497 - $545
|
1.37K
$51.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 0.16% |
$364 - $399
|
7.04K
$264K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-9- 0.14% |
$298 - $327
|
6.38K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7- 0.25% |
$232 - $254
|
2.82K
$106K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-2- 0.01% |
$66.3 - $72.6
|
36.8K
$1.38M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.52K- 2.87% |
$121K - $150K
|
153K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 3.22% |
$49K - $60.9K
|
55.3K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 4.31% |
$36K - $44.6K
|
30K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-987- 1.53% |
$26.3K - $32.7K
|
63.3K
$2.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-635- 1.4% |
$16.9K - $21K
|
44.7K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 84.42% |
$10.4K - $12.9K
|
72
$2.69K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-291- 3.21% |
$7.76K - $9.63K
|
8.77K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-169- 15.36% |
$4.51K - $5.59K
|
931
$34.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-120- 23.76% |
$3.2K - $3.97K
|
385
$14.4K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-90- 2.66% |
$2.4K - $2.98K
|
3.29K
$123K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-34- 2.54% |
$906 - $1.13K
|
1.31K
$48.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-22- 1.36% |
$587 - $728
|
1.59K
$59.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-21- 5.69% |
$560 - $695
|
348
$13K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1- 2.63% |
$26.7 - $33.1
|
37
$1.38K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-350K- 71.2% |
$9.82M - $11.2M
|
141K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-188K- 82.88% |
$5.28M - $6.01M
|
38.8K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 72.7% |
$1.56M - $1.78M
|
20.9K
$782K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.6K- 39.74% |
$887K - $1.01M
|
47.8K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 7.93% |
$353K - $401K
|
146K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.28K- 26.71% |
$64K - $72.8K
|
6.24K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.42K- 18.25% |
$39.9K - $45.5K
|
6.37K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-278- 23.13% |
$7.81K - $8.9K
|
924
$34.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-159- 50.0% |
$4.47K - $5.09K
|
159
$5.95K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-118- 0.77% |
$3.32K - $3.78K
|
15.2K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-24- 5.16% |
$675 - $768
|
441
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 1.0% |
$281 - $320
|
995
$37.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 53.85% |
$197 - $224
|
6
$225
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.07% |
$169 - $192
|
8.27K
$310K
|
|
| Q4 2024 | |||||||
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19.5K- 43.73% |
$564K - $663K
|
25.1K
$940K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 37.81% |
$162K - $190K
|
9.22K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.99K- 99.2% |
$57.5K - $67.6K
|
16
$599
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 9.41% |
$51.5K - $60.5K
|
17.2K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 31.88% |
$30.2K - $35.5K
|
2.23K
$83.6K
|
|
| 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
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.05K- 0.93% |
$113K - $132K
|
430K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.26K- 93.55% |
$35.3K - $41.2K
|
87
$3.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 0.19% |
$33.8K - $39.4K
|
625K
$23.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-672- 4.9% |
$18.8K - $22K
|
13K
$488K
|
|