Collective Family Office LLC Schwab Fundamental Emerging Mk Call Options Transaction History

Collective Family Office LLC

$305 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDE

# of Institutions

319

Shares Held

165M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

125M
Shares

$3.77 Billion
4.76% of portfolio
Victory Capital Management Inc

3.73M
Shares

$113 Million
0.11% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.72M
Shares

$82.1 Million
5.36% of portfolio
Unison Advisors LLC

2.64M
Shares

$79.6 Million
7.24% of portfolio
1832 Asset Management L.P. Toronto, A6

2.62M
Shares

$79.2 Million
0.14% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

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