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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 13.37% |
$32.3K - $37.6K
|
7.46K
$218K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.12K- 6.74% |
$31.3K - $36.5K
|
15.5K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-938- 5.08% |
$26.3K - $30.7K
|
17.5K
$511K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-849- 8.14% |
$23.8K - $27.7K
|
9.58K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-809- 2.73% |
$22.7K - $26.4K
|
28.8K
$839K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-752- 1.67% |
$21.1K - $24.6K
|
44.4K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-722- 37.45% |
$20.2K - $23.6K
|
1.21K
$35.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-719- 9.11% |
$20.1K - $23.5K
|
7.18K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-700- 5.19% |
$19.6K - $22.9K
|
12.8K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-672- 4.9% |
$18.8K - $22K
|
13K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-640- 1.41% |
$17.9K - $20.9K
|
44.8K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-621- 4.66% |
$17.4K - $20.3K
|
12.7K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-615- 34.03% |
$17.2K - $20.1K
|
1.19K
$34.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-595- 11.8% |
$16.7K - $19.4K
|
4.45K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-571- 88.12% |
$16K - $18.7K
|
77
$2.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-546- 2.58% |
$15.3K - $17.8K
|
20.6K
$600K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-524- 1.17% |
$14.7K - $17.1K
|
44.2K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-524- 1.51% |
$14.7K - $17.1K
|
34.2K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-511- 4.16% |
$14.3K - $16.7K
|
11.8K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-474- 0.22% |
$13.3K - $15.5K
|
216K
$6.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-448- 2.11% |
$12.6K - $14.6K
|
20.8K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-431- 10.67% |
$12.1K - $14.1K
|
3.61K
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-423- 0.18% |
$11.9K - $13.8K
|
230K
$6.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-363- 96.8% |
$10.2K - $11.9K
|
12
$350
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-317- 11.25% |
$8.88K - $10.4K
|
2.5K
$72.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-298- 0.33% |
$8.35K - $9.74K
|
89.6K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-293- 10.99% |
$8.21K - $9.58K
|
2.37K
$69.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-290- 0.3% |
$8.13K - $9.48K
|
97.2K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 0.04% |
$4.88K - $5.69K
|
400K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-166- 0.34% |
$4.65K - $5.42K
|
48.3K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-158- 5.84% |
$4.43K - $5.16K
|
2.55K
$74.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-157- 54.14% |
$4.4K - $5.13K
|
133
$3.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-143- 0.14% |
$4.01K - $4.67K
|
99.6K
$2.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-141- 88.68% |
$3.95K - $4.61K
|
18
$525
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-110- 16.98% |
$3.08K - $3.59K
|
538
$15.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-83- 4.98% |
$2.33K - $2.71K
|
1.59K
$46.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-78- 0.63% |
$2.19K - $2.55K
|
12.2K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-73- 3.2% |
$2.05K - $2.39K
|
2.21K
$64.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-56- 0.55% |
$1.57K - $1.83K
|
10.1K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-36- 0.5% |
$1.01K - $1.18K
|
7.24K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 4.55% |
$841 - $980
|
630
$18.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23- 1.25% |
$644 - $752
|
1.81K
$52.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-19- 0.63% |
$532 - $621
|
2.99K
$87.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-14- 28.0% |
$392 - $458
|
36
$1.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5- 1.71% |
$140 - $163
|
288
$8.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1- 0.01% |
$28 - $32.7
|
9.34K
$272K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-31.8K- 0.85% |
$865K - $977K
|
3.7M
$108M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4K- 35.09% |
$109K - $123K
|
7.4K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.65K- 18.58% |
$44.9K - $50.7K
|
7.23K
$211K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 85.9% |
$30.5K - $34.4K
|
184
$5.36K
|
|