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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-99- 0.26% |
$2.55K - $2.75K
|
37.7K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-41- 1.42% |
$1.05K - $1.14K
|
2.84K
$82.9K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 8.88% |
$772 - $833
|
308
$8.98K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.95% |
$463 - $500
|
1.87K
$54.6K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-81.9K- 91.22% |
$2.04M - $2.25M
|
7.89K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.17K- 5.62% |
$54.1K - $59.5K
|
36.4K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.9K- 84.82% |
$47.3K - $52.1K
|
340
$9.91K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-737- 2.18% |
$18.4K - $20.2K
|
33.1K
$963K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-321- 93.59% |
$8K - $8.8K
|
22
$641
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.69K- 5.09% |
$225K - $256K
|
181K
$5.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-145- 83.33% |
$3.36K - $3.82K
|
29
$845
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-109- 9.65% |
$2.53K - $2.87K
|
1.02K
$29.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.4K- 55.77% |
$268K - $305K
|
9.06K
$264K
|
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-7.23KClosed |
$169K - $193K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.89K- 42.87% |
$161K - $184K
|
9.18K
$268K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.03K- 22.28% |
$24K - $27.4K
|
3.58K
$104K
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-390Closed |
$9.14K - $10.4K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-226- 18.42% |
$5.3K - $6.03K
|
1K
$29.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-103Closed |
$2.41K - $2.75K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-65- 76.47% |
$1.52K - $1.73K
|
20
$583
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-56- 0.41% |
$1.31K - $1.49K
|
13.7K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-37- 97.37% |
$867 - $988
|
1
$29.1
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.9KClosed |
$1.07M - $1.24M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-39.6K- 76.55% |
$1.01M - $1.18M
|
12.1K
$354K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-26.7K- 69.78% |
$683K - $794K
|
11.6K
$337K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-18.2K- 59.73% |
$465K - $540K
|
12.3K
$357K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.1KClosed |
$436K - $507K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8KClosed |
$302K - $351K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-8.3KClosed |
$212K - $246K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-8.23KClosed |
$210K - $245K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-7.16KClosed |
$183K - $213K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.92KClosed |
$177K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.28KClosed |
$58.3K - $67.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.32KClosed |
$33.7K - $39.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.12KClosed |
$28.7K - $33.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1KClosed |
$25.6K - $29.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-522Closed |
$13.3K - $15.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-438- 50.34% |
$11.2K - $13K
|
432
$12.6K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-371- 58.52% |
$9.48K - $11K
|
263
$7.66K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-251Closed |
$6.42K - $7.46K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-220Closed |
$5.62K - $6.54K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-181Closed |
$4.63K - $5.38K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-162Closed |
$4.14K - $4.81K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-117- 3.42% |
$2.99K - $3.48K
|
3.31K
$96.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-35Closed |
$895 - $1.04K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-29- 34.52% |
$741 - $862
|
55
$1.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-27- 0.3% |
$690 - $802
|
8.94K
$261K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-6- 10.34% |
$153 - $178
|
52
$1.52K
|
|
| Q1 2022 | |||||||
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-234KClosed |
$6.24M - $7.77M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-42.9KClosed |
$1.15M - $1.43M
|
0
$0
|
|