Coastwise Capital Group, LLC Schwab Fundamental Emerging Mk Transaction History
Coastwise Capital Group, LLC
- $118 Million
- Q1 2025
A detailed history of Coastwise Capital Group, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 9,065 shares of FNDE stock, worth $284,731. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,065
Previous 9,065
-0.0%
Holding current value
$284,731
Previous $263,000
6.08%
% of portfolio
0.24%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.82 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$101 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$73.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$63.4 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.3 Million2.57% of portfolio