Birchcreek Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$25.72 - $27.75 $40,431 - $43,623
-1,572 Reduced 12.26%
11,251 $301,000
Q1 2023

May 01, 2023
SELL
$24.92 - $27.41 $248,377 - $273,195
-9,967 Reduced 43.73%
12,823 $334,000
Q4 2022

Feb 06, 2023
SELL
$23.19 - $26.37 $4,661 - $5,300
-201 Reduced 0.87%
22,790 $564,000
Q3 2022

Nov 14, 2022
SELL
$23.43 - $26.69 $14,760 - $16,814
-630 Reduced 2.67%
22,991 $539,000
Q2 2022

Aug 12, 2022
BUY
$25.56 - $29.71 $83,887 - $97,508
3,282 Added 16.14%
23,621 $613,000
Q1 2022

May 13, 2022
BUY
$26.69 - $33.2 $194,062 - $241,397
7,271 Added 55.64%
20,339 $589,000
Q4 2021

Feb 09, 2022
BUY
$30.22 - $33.49 $13,055 - $14,467
432 Added 3.42%
13,068 $405,000
Q3 2021

Nov 16, 2021
BUY
$30.86 - $32.92 $133,222 - $142,115
4,317 Added 51.89%
12,636 $407,000
Q2 2021

Aug 16, 2021
BUY
$30.51 - $33.34 $253,812 - $277,355
8,319 New
8,319 $268,000
Q1 2021

May 17, 2021
SELL
$28.31 - $31.2 $134,472 - $148,200
-4,750 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$23.48 - $28.35 $111,530 - $134,662
4,750 New
4,750 $134,000

Others Institutions Holding FNDE

# of Institutions
338
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
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