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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-43K- 6.06% |
$1.24M - $1.46M
|
666K
$19.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19.5K- 43.73% |
$564K - $663K
|
25.1K
$727K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-4.99K- 1.5% |
$144K - $170K
|
328K
$9.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.37K- 2.15% |
$68.4K - $80.4K
|
108K
$3.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.26K- 3.03% |
$65.1K - $76.6K
|
72.3K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-856- 5.89% |
$24.7K - $29.1K
|
13.7K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-340- 1.31% |
$9.82K - $11.5K
|
25.7K
$743K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-105- 4.51% |
$3.03K - $3.56K
|
2.22K
$64.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49- 0.04% |
$1.42K - $1.66K
|
115K
$3.34M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-787K- 0.63% |
$22M - $25.7M
|
124M
$3.59B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-148K- 66.27% |
$4.15M - $4.84M
|
75.4K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-116K- 27.69% |
$3.24M - $3.78M
|
302K
$8.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-72.7K- 5.1% |
$2.04M - $2.37M
|
1.35M
$39.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71.8K- 99.25% |
$2.01M - $2.35M
|
544
$15.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.4K- 2.77% |
$1.52M - $1.78M
|
1.91M
$55.3M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-30.9K- 14.2% |
$867K - $1.01M
|
187K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29K- 2.67% |
$814K - $949K
|
1.06M
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 48.72% |
$720K - $839K
|
27K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.5K- 65.67% |
$660K - $769K
|
12.3K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.9K- 3.62% |
$643K - $750K
|
611K
$17.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20.6K- 6.97% |
$576K - $672K
|
274K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 82.13% |
$543K - $633K
|
4.22K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-16.3K- 13.05% |
$457K - $532K
|
109K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-15.7K- 2.76% |
$440K - $513K
|
553K
$16M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.9K- 1.04% |
$390K - $455K
|
1.33M
$38.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13.9K- 31.72% |
$389K - $453K
|
29.9K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.7K- 31.6% |
$383K - $447K
|
29.6K
$857K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.3K- 3.63% |
$318K - $371K
|
301K
$8.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.38K- 4.24% |
$235K - $274K
|
190K
$5.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.04K- 4.71% |
$225K - $263K
|
163K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.05K- 1.88% |
$198K - $230K
|
369K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.45K- 4.55% |
$153K - $178K
|
114K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.91K- 1.84% |
$137K - $160K
|
261K
$7.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 8.88% |
$126K - $147K
|
46.3K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.44K- 22.59% |
$124K - $145K
|
15.2K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.34K- 33.38% |
$122K - $142K
|
8.66K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.05K- 0.93% |
$113K - $132K
|
430K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4K- 38.3% |
$112K - $131K
|
6.45K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.8K- 16.49% |
$107K - $124K
|
19.3K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.53K- 10.54% |
$99K - $115K
|
30K
$869K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.77K- 16.48% |
$77.5K - $90.4K
|
14K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 2.74% |
$63.2K - $73.7K
|
79.9K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.2K- 0.44% |
$61.6K - $71.9K
|
497K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 15.78% |
$59K - $68.8K
|
11.2K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 20.19% |
$56.7K - $66.2K
|
8.01K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 23.27% |
$55.1K - $64.2K
|
6.48K
$188K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.53K- 4.51% |
$42.7K - $49.8K
|
32.3K
$935K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.52K- 31.74% |
$42.5K - $49.5K
|
3.26K
$94.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 6.05% |
$41.5K - $48.4K
|
23K
$665K
|
|