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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-993K- 93.68% |
$28.7M - $33.7M
|
67K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-474K- 85.65% |
$13.7M - $16.1M
|
79.4K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-386K- 0.31% |
$11.2M - $13.1M
|
123M
$3.86B
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-379K- 36.84% |
$10.9M - $12.9M
|
650K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-84.7K- 23.67% |
$2.45M - $2.88M
|
273K
$8.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-43K- 6.06% |
$1.24M - $1.46M
|
666K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-36.4K- 76.21% |
$1.05M - $1.24M
|
11.4K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 40.52% |
$1.01M - $1.18M
|
51.2K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-25.4K- 9.74% |
$735K - $863K
|
236K
$7.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-22.7K- 7.5% |
$655K - $770K
|
280K
$8.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 2.13% |
$644K - $757K
|
1.02M
$31.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19.5K- 43.73% |
$564K - $663K
|
25.1K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-12.9K- 2.22% |
$373K - $439K
|
570K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-12.8K- 3.76% |
$370K - $434K
|
327K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.7K- 51.2% |
$366K - $430K
|
12.1K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.5K- 0.34% |
$362K - $426K
|
3.68M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.2K- 4.94% |
$294K - $346K
|
196K
$6.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.97K- 1.57% |
$259K - $305K
|
561K
$17.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 12.87% |
$219K - $257K
|
51.3K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-6.25K- 7.66% |
$180K - $212K
|
75.3K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.08K- 2.69% |
$176K - $206K
|
220K
$6.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 37.81% |
$162K - $190K
|
9.22K
$288K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-4.99K- 1.5% |
$144K - $170K
|
328K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.99K- 1.25% |
$144K - $169K
|
395K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.45K- 2.74% |
$129K - $151K
|
158K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15K- 27.31% |
$91.1K - $107K
|
8.4K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.11K- 13.95% |
$89.8K - $106K
|
19.2K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 1.74% |
$80K - $94K
|
157K
$4.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 2.73% |
$78.6K - $92.4K
|
96.9K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.39K- 3.4% |
$69.2K - $81.3K
|
68K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.37K- 2.15% |
$68.4K - $80.4K
|
108K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 6.12% |
$68.2K - $80.1K
|
36.2K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.26K- 3.03% |
$65.1K - $76.6K
|
72.3K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.14K- 0.58% |
$61.7K - $72.5K
|
367K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.99K- 99.2% |
$57.5K - $67.6K
|
16
$500
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.98K- 18.52% |
$57.3K - $67.4K
|
8.73K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 2.41% |
$55.4K - $65.1K
|
77.6K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.91K- 16.2% |
$55K - $64.7K
|
9.86K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 9.41% |
$51.5K - $60.5K
|
17.2K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 33.26% |
$47.1K - $55.4K
|
3.27K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.45K- 79.77% |
$41.8K - $49.1K
|
367
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 2.6% |
$33.6K - $39.5K
|
43.6K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.14K- 24.91% |
$33K - $38.8K
|
3.44K
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 31.88% |
$30.2K - $35.5K
|
2.23K
$69.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-979- 5.6% |
$28.3K - $33.2K
|
16.5K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-918- 22.03% |
$26.5K - $31.2K
|
3.25K
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-856- 5.89% |
$24.7K - $29.1K
|
13.7K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-827- 7.96% |
$23.9K - $28.1K
|
9.56K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-762- 3.32% |
$22K - $25.9K
|
22.2K
$693K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-750- 1.62% |
$21.7K - $25.5K
|
45.5K
$1.42M
|