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 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.3M- 1.07% |
$34.8M - $43.2M
|
120M
$4.1B
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-976K- 30.38% |
$26M - $32.3M
|
2.24M
$76.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-723K- 79.7% |
$19.3M - $23.9M
|
184K
$6.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-139K- 55.19% |
$3.7M - $4.59M
|
113K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-113K- 85.43% |
$3.02M - $3.74M
|
19.3K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-90.6K- 14.55% |
$2.42M - $3M
|
532K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-57.6K- 21.29% |
$1.54M - $1.91M
|
213K
$7.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-34.3K- 2.56% |
$915K - $1.14M
|
1.31M
$44.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27.6K- 10.73% |
$736K - $913K
|
230K
$7.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 96.9% |
$530K - $658K
|
636
$21.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 1.58% |
$517K - $641K
|
1.2M
$41M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-18.7K- 2.86% |
$499K - $619K
|
636K
$21.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
SELL
|
- |
-18.6K- 1.38% |
$495K - $614K
|
1.33M
$45.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13K- 5.56% |
$348K - $432K
|
222K
$7.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.4K- 6.13% |
$305K - $379K
|
175K
$5.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10.9K- 29.71% |
$291K - $361K
|
25.8K
$879K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9.36K- 25.41% |
$249K - $310K
|
27.5K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.47K- 13.56% |
$172K - $214K
|
41.2K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.3K- 11.75% |
$168K - $208K
|
47.3K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.94K- 2.0% |
$158K - $196K
|
290K
$9.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.91K- 14.07% |
$157K - $195K
|
36.1K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.75K- 1.49% |
$127K - $157K
|
314K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.66K- 12.37% |
$124K - $154K
|
33K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.52K- 2.87% |
$121K - $150K
|
153K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.51K- 6.69% |
$120K - $149K
|
63K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-4.5K- 23.21% |
$120K - $149K
|
14.9K
$507K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.31K- 35.25% |
$115K - $143K
|
7.91K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.23K- 4.83% |
$113K - $140K
|
83.2K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.09K- 4.68% |
$109K - $135K
|
83.3K
$2.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.06K- 1.48% |
$108K - $134K
|
270K
$9.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3K- 25.37% |
$79.9K - $99.2K
|
8.82K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-2.71K- 12.91% |
$72.2K - $89.6K
|
18.3K
$622K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.65K- 5.84% |
$70.8K - $87.8K
|
42.8K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.01K- 4.52% |
$53.6K - $66.5K
|
42.5K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 3.22% |
$49K - $60.9K
|
55.3K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.78K- 0.8% |
$47.5K - $58.9K
|
220K
$7.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.63K- 94.5% |
$43.5K - $54K
|
95
$3.23K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.62K- 1.05% |
$43.1K - $53.5K
|
152K
$5.17M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 2.6% |
$36.3K - $45.1K
|
51.1K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.35K- 8.09% |
$36K - $44.7K
|
15.3K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.35K- 4.31% |
$36K - $44.6K
|
30K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.34K- 0.92% |
$35.8K - $44.5K
|
144K
$4.91M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.33K- 0.63% |
$35.4K - $43.9K
|
210K
$7.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.28K- 1.84% |
$34.2K - $42.4K
|
68.5K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.18K- 3.89% |
$31.5K - $39.1K
|
29.2K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09K- 31.32% |
$29K - $36K
|
2.39K
$81.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-1.05K- 5.73% |
$28K - $34.8K
|
17.3K
$588K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.03K- 3.09% |
$27.6K - $34.2K
|
32.4K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-987- 1.53% |
$26.3K - $32.7K
|
63.3K
$2.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-969- 32.22% |
$25.8K - $32.1K
|
2.04K
$69.4K
|