Appleton Partners Inc Schwab Fundamental Emerging Mk Transaction History

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025

A detailed history of Appleton Partners Inc transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Appleton Partners Inc holds 7,252 shares of FNDE stock, worth $263,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,252
Holding current value
$263,392
% of portfolio
0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$26.66 - $33.09 $193,338 - $239,968
7,252 New
7,252 $239,000
Q3 2024

Oct 01, 2024
BUY
$28.02 - $32.68 $180,757 - $210,818
6,451 New
6,451 $208,000
Q1 2024

Apr 01, 2024
BUY
$25.58 - $27.83 $150,282 - $163,501
5,875 Added 67.42%
14,589 $405,000
Q3 2023

Oct 03, 2023
SELL
$26.05 - $28.35 $32,666 - $35,550
-1,254 Reduced 12.58%
8,714 $228,000
Q2 2023

Jul 10, 2023
SELL
$25.72 - $27.75 $7,278 - $7,853
-283 Reduced 2.76%
9,968 $267,000
Q1 2023

Apr 10, 2023
BUY
$24.92 - $27.41 $24,670 - $27,135
990 Added 10.69%
10,251 $267,000
Q4 2022

Jan 19, 2023
SELL
$23.19 - $26.37 $6,075 - $6,908
-262 Reduced 2.75%
9,261 $229,000
Q3 2022

Oct 27, 2022
BUY
$23.43 - $26.69 $12,183 - $13,878
520 Added 5.78%
9,523 $223,000
Q2 2022

Jul 08, 2022
SELL
$25.56 - $29.71 $48,078 - $55,884
-1,881 Reduced 17.28%
9,003 $233,000
Q1 2022

Apr 05, 2022
BUY
$26.69 - $33.2 $720 - $896
27 Added 0.25%
10,884 $315,000
Q4 2021

Feb 03, 2022
SELL
$30.22 - $33.49 $3,475 - $3,851
-115 Reduced 1.05%
10,857 $336,000
Q3 2021

Oct 14, 2021
BUY
$30.86 - $32.92 $27,218 - $29,035
882 Added 8.74%
10,972 $354,000
Q2 2021

Jul 07, 2021
SELL
$30.51 - $33.34 $9,610 - $10,502
-315 Reduced 3.03%
10,090 $325,000
Q1 2021

Apr 19, 2021
BUY
$28.31 - $31.2 $294,565 - $324,636
10,405 New
10,405 $320,000

Others Institutions Holding FNDE

# of Institutions
414
Shares Held
164M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
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More about FNDE
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