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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-621- 4.66% |
$17.4K - $20.3K
|
12.7K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-571- 88.12% |
$16K - $18.7K
|
77
$2.88K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-166- 0.34% |
$4.65K - $5.42K
|
48.3K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-110- 16.98% |
$3.08K - $3.59K
|
538
$20.1K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4K- 35.09% |
$109K - $123K
|
7.4K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.65K- 18.58% |
$44.9K - $50.7K
|
7.23K
$271K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.32K- 5.43% |
$36K - $40.6K
|
23.1K
$863K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-596- 1.52% |
$16.2K - $18.3K
|
38.7K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-235- 23.93% |
$6.39K - $7.21K
|
747
$28K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-125- 1.13% |
$3.4K - $3.84K
|
10.9K
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-45- 11.42% |
$1.22K - $1.38K
|
349
$13.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 5.45% |
$81.6 - $92.1
|
52
$1.95K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.4K- 15.65% |
$164K - $178K
|
34.5K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.04K- 13.09% |
$77.7K - $84.5K
|
20.2K
$755K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-837- 89.33% |
$21.4K - $23.3K
|
100
$3.74K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 10.92% |
$9.75K - $10.6K
|
3.11K
$116K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-372K- 53.98% |
$9.43M - $10.1M
|
317K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.6K- 39.95% |
$193K - $207K
|
11.4K
$428K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.34K- 16.14% |
$135K - $145K
|
27.7K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.69K- 15.7% |
$42.9K - $46K
|
9.09K
$340K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.49K- 98.87% |
$37.6K - $40.4K
|
17
$636
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-909- 4.25% |
$23K - $24.7K
|
20.5K
$766K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-909- 58.83% |
$23K - $24.7K
|
636
$23.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-253- 84.05% |
$6.41K - $6.88K
|
48
$1.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-138- 91.39% |
$3.5K - $3.75K
|
13
$487
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-100- 25.06% |
$2.53K - $2.72K
|
299
$11.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-89- 1.07% |
$2.25K - $2.42K
|
8.21K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-73- 81.11% |
$1.85K - $1.98K
|
17
$636
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.37K- 96.89% |
$61.7K - $67.1K
|
76
$2.84K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-717- 6.74% |
$18.7K - $20.3K
|
9.92K
$371K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-85- 95.51% |
$2.21K - $2.41K
|
4
$150
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-45.6K- 83.6% |
$1.17M - $1.27M
|
8.94K
$335K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.46K- 35.62% |
$115K - $124K
|
8.07K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.13K- 14.69% |
$80.5K - $86.9K
|
18.2K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.41K- 9.5% |
$62.1K - $67K
|
23K
$860K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.57K- 12.26% |
$40.4K - $43.6K
|
11.3K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.42K- 22.65% |
$36.5K - $39.4K
|
4.85K
$181K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.1K- 12.13% |
$28.3K - $30.5K
|
7.96K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-839- 6.9% |
$21.6K - $23.3K
|
11.3K
$424K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-570- 6.48% |
$14.7K - $15.8K
|
8.23K
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-99- 0.26% |
$2.55K - $2.75K
|
37.7K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-41- 1.42% |
$1.05K - $1.14K
|
2.84K
$106K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 8.88% |
$772 - $833
|
308
$11.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.95% |
$463 - $500
|
1.87K
$70.1K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-81.9K- 91.22% |
$2.04M - $2.25M
|
7.89K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.17K- 5.62% |
$54.1K - $59.5K
|
36.4K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.9K- 84.82% |
$47.3K - $52.1K
|
340
$12.7K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-737- 2.18% |
$18.4K - $20.2K
|
33.1K
$1.24M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-145- 83.33% |
$3.36K - $3.82K
|
29
$1.09K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-109- 9.65% |
$2.53K - $2.87K
|
1.02K
$38.2K
|
|