Bartlett & Co. Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History

Bartlett & Co. Wealth Management LLC

$7.16 Trillion
Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 636 shares of FNDE stock, worth $21,649. This represents 0.0% of its overall portfolio holdings.

Number of Shares

636

Previous 20,524 96.9%

Holding current value

$21,649

Previous $632 Million 96.68%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$26.66 - $33.09 $530,214 - $658,093	-19,888 Reduced 96.9%	636 $21 Million
Q1 2025 Apr 24, 2025	BUY	$28.11 - $32.0 $559,051 - $636,416	19,888 Added 3127.04%	20,524 $632 Million
Q4 2023 Feb 14, 2024	SELL	$25.33 - $27.18 $23,024 - $24,706	-909 Reduced 58.83%	636 $17.2 Million
Q4 2022 Feb 14, 2024	BUY	$23.19 - $26.37 $28,500 - $32,408	1,229 Added 388.92%	1,545 $38.3 Million
Q3 2022 Feb 14, 2024	BUY	$23.43 - $26.69 $4,475 - $5,097	191 Added 152.8%	316 $7.41 Million
Q4 2020 Feb 13, 2024	BUY	$23.48 - $28.35 $2,935 - $3,543	125 New	125 $3.53 Million
Q3 2018 Feb 13, 2024	SELL	N/A	-379 Closed	0 $0
Q2 2018 Feb 13, 2024	BUY	N/A	379 New	379 $10.5 Million

Others Institutions Holding FNDE

# of Institutions

411

Shares Held

162M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Bartlett & Co. Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History