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, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-825Closed |
$22.4K - $25.3K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-596- 1.52% |
$16.2K - $18.3K
|
38.7K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-449- 77.55% |
$12.2K - $13.8K
|
130
$3.79K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-400- 4.89% |
$10.9K - $12.3K
|
7.79K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-287- 23.02% |
$7.81K - $8.81K
|
960
$28K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-235- 23.93% |
$6.39K - $7.21K
|
747
$21.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-189- 1.52% |
$5.14K - $5.8K
|
12.3K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-146- 1.44% |
$3.97K - $4.48K
|
10K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-125- 1.13% |
$3.4K - $3.84K
|
10.9K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-45- 11.42% |
$1.22K - $1.38K
|
349
$10.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-37- 5.67% |
$1.01K - $1.14K
|
615
$17.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.45% |
$163 - $184
|
1.33K
$38.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 5.45% |
$81.6 - $92.1
|
52
$1.52K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-729K- 86.46% |
$18.6M - $20.3M
|
114K
$3.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.64K- 31.35% |
$170K - $185K
|
14.5K
$424K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.4K- 15.65% |
$164K - $178K
|
34.5K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.04K- 13.09% |
$77.7K - $84.5K
|
20.2K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.17K- 77.74% |
$29.9K - $32.6K
|
335
$9.76K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-837- 89.33% |
$21.4K - $23.3K
|
100
$2.91K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-564- 5.18% |
$14.4K - $15.7K
|
10.3K
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 10.92% |
$9.75K - $10.6K
|
3.11K
$90.6K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51- 33.77% |
$1.3K - $1.42K
|
100
$2.91K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-32- 24.62% |
$819 - $891
|
98
$2.86K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-372K- 53.98% |
$9.43M - $10.1M
|
317K
$9.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.6K- 39.95% |
$193K - $207K
|
11.4K
$333K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.34K- 16.14% |
$135K - $145K
|
27.7K
$808K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.69K- 15.7% |
$42.9K - $46K
|
9.09K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.49K- 98.87% |
$37.6K - $40.4K
|
17
$495
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-909- 58.83% |
$23K - $24.7K
|
636
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-909- 4.25% |
$23K - $24.7K
|
20.5K
$596K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-909- 58.83% |
$23K - $24.7K
|
636
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-253- 84.05% |
$6.41K - $6.88K
|
48
$1.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-138- 91.39% |
$3.5K - $3.75K
|
13
$379
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-100- 25.06% |
$2.53K - $2.72K
|
299
$8.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-89- 1.07% |
$2.25K - $2.42K
|
8.21K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-73- 81.11% |
$1.85K - $1.98K
|
17
$495
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.37K- 96.89% |
$61.7K - $67.1K
|
76
$2.21K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-717- 6.74% |
$18.7K - $20.3K
|
9.92K
$289K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-85- 95.51% |
$2.21K - $2.41K
|
4
$117
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-45.6K- 83.6% |
$1.17M - $1.27M
|
8.94K
$261K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.7KClosed |
$249K - $269K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-6.34K- 3.37% |
$163K - $176K
|
182K
$5.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.46K- 35.62% |
$115K - $124K
|
8.07K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.13K- 14.69% |
$80.5K - $86.9K
|
18.2K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.41K- 9.5% |
$62.1K - $67K
|
23K
$670K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.57K- 12.26% |
$40.4K - $43.6K
|
11.3K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.42K- 22.65% |
$36.5K - $39.4K
|
4.85K
$141K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.1K- 12.13% |
$28.3K - $30.5K
|
7.96K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-839- 6.9% |
$21.6K - $23.3K
|
11.3K
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-570- 6.48% |
$14.7K - $15.8K
|
8.23K
$240K
|
|