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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 96.9% |
$530K - $658K
|
636
$21.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9.36K- 25.41% |
$249K - $310K
|
27.5K
$935K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.3K- 11.75% |
$168K - $208K
|
47.3K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.62K- 1.05% |
$43.1K - $53.5K
|
152K
$5.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-714- 7.18% |
$19K - $23.6K
|
9.23K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-617- 4.12% |
$16.4K - $20.4K
|
14.3K
$488K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-523- 1.05% |
$13.9K - $17.3K
|
49.1K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 84.42% |
$10.4K - $12.9K
|
72
$2.45K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-374- 21.96% |
$9.97K - $12.4K
|
1.33K
$45.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-291- 3.21% |
$7.76K - $9.63K
|
8.77K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-166- 0.8% |
$4.43K - $5.49K
|
20.7K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-165- 5.05% |
$4.4K - $5.46K
|
3.11K
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-96- 2.85% |
$2.56K - $3.18K
|
3.27K
$111K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-82- 2.5% |
$2.19K - $2.71K
|
3.2K
$109K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-34- 2.54% |
$906 - $1.13K
|
1.31K
$44.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-11- 0.03% |
$293 - $364
|
41.2K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1- 2.63% |
$26.7 - $33.1
|
37
$1.26K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.78M- 1.44% |
$50.1M - $57M
|
122M
$4.14B
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-826K- 33.33% |
$23.2M - $26.4M
|
1.65M
$56.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-471K- 12.78% |
$13.2M - $15.1M
|
3.21M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-424K- 95.25% |
$11.9M - $13.6M
|
21.1K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-350K- 71.2% |
$9.82M - $11.2M
|
141K
$4.81M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-188K- 82.88% |
$5.28M - $6.01M
|
38.8K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-152K- 24.2% |
$4.26M - $4.85M
|
475K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-94.5K- 5.1% |
$2.66M - $3.03M
|
1.76M
$59.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63.5K- 94.81% |
$1.79M - $2.03M
|
3.48K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 72.7% |
$1.56M - $1.78M
|
20.9K
$711K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-48.9K- 63.46% |
$1.37M - $1.56M
|
28.1K
$958K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.9K- 14.34% |
$1.29M - $1.47M
|
274K
$9.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40.2K- 99.98% |
$1.13M - $1.29M
|
10
$340
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-33.6K- 15.26% |
$945K - $1.08M
|
187K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.6K- 39.74% |
$887K - $1.01M
|
47.8K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25K- 9.15% |
$702K - $799K
|
248K
$8.44M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23.9K- 10.13% |
$671K - $764K
|
212K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 2.66% |
$479K - $546K
|
623K
$21.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 5.68% |
$399K - $454K
|
236K
$8.02M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-13.6K- 1.0% |
$383K - $436K
|
1.35M
$45.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 7.93% |
$353K - $401K
|
146K
$4.95M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 39.23% |
$352K - $401K
|
19.4K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11K- 1.66% |
$310K - $353K
|
655K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.96K- 65.48% |
$280K - $319K
|
5.25K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-8.22K- 11.73% |
$231K - $263K
|
61.8K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-7.98K- 2.44% |
$224K - $255K
|
319K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.54K- 2.48% |
$212K - $241K
|
296K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-6.13K- 27.97% |
$172K - $196K
|
15.8K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.91K- 86.92% |
$138K - $157K
|
738
$25.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.83K- 9.19% |
$136K - $154K
|
47.7K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.66K- 34.05% |
$131K - $149K
|
9.03K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.13K- 5.98% |
$116K - $132K
|
65K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.8K- 3.01% |
$107K - $122K
|
122K
$4.16M
|
|