Frank, Rimerman Advisors LLC Schwab Fundamental Emerging Mk Transaction History

Frank, Rimerman Advisors LLC

$1.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Sep 07, 2023	SELL	$26.69 - $33.2 $188,831 - $234,890	-7,075 Closed	0 $0
Q4 2021 Sep 07, 2023	BUY	$30.22 - $33.49 $213,806 - $236,941	7,075 New	7,075 $219 Million

Others Institutions Holding FNDE

# of Institutions

338

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.58 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$107 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$71.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$61.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$55.2 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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