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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.71M- 99.62% |
$73.7M - $83.2M
|
10.4K
$339K
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-1.21M- 45.96% |
$33M - $37.2M
|
1.42M
$46.5M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-259K- 9.88% |
$7.05M - $7.96M
|
2.36M
$77.1M
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-174K- 43.03% |
$4.73M - $5.33M
|
230K
$7.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.8K- 3.34% |
$1.85M - $2.08M
|
1.96M
$64.1M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-64.4K- 67.19% |
$1.75M - $1.98M
|
31.5K
$1.03M
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-44.5K- 37.35% |
$1.21M - $1.37M
|
74.6K
$2.43M
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-43.3K- 3.13% |
$1.18M - $1.33M
|
1.34M
$43.7M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43K- 21.83% |
$1.17M - $1.32M
|
154K
$5.02M
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-31.8K- 0.85% |
$865K - $977K
|
3.7M
$121M
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-22.4K- 5.98% |
$608K - $686K
|
351K
$11.5M
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-22.1K- 3.41% |
$601K - $678K
|
626K
$20.4M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.8K- 1.96% |
$592K - $668K
|
1.09M
$35.5M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-21.8K- 2.91% |
$592K - $668K
|
726K
$23.7M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20K- 10.49% |
$544K - $614K
|
171K
$5.57M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-19.9K- 6.61% |
$543K - $612K
|
282K
$9.2M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-18.5K- 52.39% |
$503K - $567K
|
16.8K
$548K
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-17.4K- 2.68% |
$474K - $535K
|
633K
$20.7M
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-13.7K- 5.03% |
$372K - $420K
|
258K
$8.43M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12.8K- 4.6% |
$349K - $393K
|
266K
$8.68M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-12.5K- 2.15% |
$340K - $384K
|
569K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.6K- 52.59% |
$315K - $356K
|
10.5K
$341K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.1K- 3.58% |
$302K - $340K
|
299K
$9.75M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-10.8K- 16.89% |
$294K - $332K
|
53.3K
$1.74M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.3K- 37.43% |
$281K - $318K
|
17.3K
$564K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8.93K- 2.09% |
$243K - $274K
|
418K
$13.6M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.77K- 6.82% |
$239K - $269K
|
120K
$3.91M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.34K- 2.17% |
$227K - $256K
|
376K
$12.3M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.82K- 9.51% |
$213K - $240K
|
74.4K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 2.3% |
$200K - $226K
|
312K
$10.2M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.25K- 3.12% |
$197K - $223K
|
225K
$7.36M
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.58K- 18.15% |
$179K - $202K
|
29.7K
$968K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.98K- 1.36% |
$163K - $184K
|
434K
$14.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.89K- 4.37% |
$133K - $150K
|
107K
$3.49M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.75K- 6.07% |
$129K - $146K
|
73.5K
$2.4M
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4K- 35.09% |
$109K - $123K
|
7.4K
$241K
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.89K- 7.9% |
$106K - $119K
|
45.4K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-3.34K- 2.6% |
$90.7K - $102K
|
125K
$4.07M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.25K- 2.8% |
$88.3K - $99.7K
|
113K
$3.68M
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.74K- 54.56% |
$74.6K - $84.2K
|
2.28K
$74.5K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.69K- 20.48% |
$73K - $82.4K
|
10.4K
$340K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.64K- 1.21% |
$71.9K - $81.1K
|
217K
$7.07M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-2.34K- 0.7% |
$63.8K - $72K
|
333K
$10.9M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 3.11% |
$57.8K - $65.2K
|
66.1K
$2.16M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 9.76% |
$56.1K - $63.3K
|
19.1K
$622K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 2.69% |
$54.4K - $61.4K
|
72.3K
$2.36M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.97K- 1.98% |
$53.5K - $60.4K
|
97.5K
$3.18M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 32.72% |
$52.1K - $58.8K
|
3.94K
$128K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.7K- 11.18% |
$46.2K - $52.2K
|
13.5K
$441K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.65K- 18.58% |
$44.9K - $50.7K
|
7.23K
$236K
|