Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental Emerging Mk Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 130,135 shares of FNDE stock, worth $4.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
130,135
Previous 125,976 3.3%
Holding current value
$4.39 Million
Previous $3.88 Million 10.7%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 21, 2025
BUY
$26.66 - $33.09 $110,878 - $137,621
4,159 Added 3.3%
130,135 $4.3 Million
Q1 2025

May 08, 2025
BUY
$28.11 - $32.0 $201,436 - $229,312
7,166 Added 6.03%
125,976 $3.88 Million
Q4 2024

Jan 21, 2025
BUY
$28.89 - $33.95 $129,311 - $151,960
4,476 Added 3.91%
118,810 $3.45 Million
Q3 2024

Oct 31, 2024
SELL
$28.02 - $32.68 $152,793 - $178,204
-5,453 Reduced 4.55%
114,334 $3.69 Million
Q2 2024

Aug 09, 2024
SELL
$27.2 - $30.7 $238,516 - $269,208
-8,769 Reduced 6.82%
119,787 $3.54 Million
Q1 2024

May 06, 2024
BUY
$25.58 - $27.83 $21,640 - $23,544
846 Added 0.66%
128,556 $3.57 Million
Q4 2023

Feb 06, 2024
SELL
$25.33 - $27.18 $69,682 - $74,772
-2,751 Reduced 2.11%
127,710 $3.47 Million
Q3 2023

Nov 02, 2023
SELL
$26.05 - $28.35 $307,363 - $334,501
-11,799 Reduced 8.29%
130,461 $3.42 Million
Q2 2023

Aug 11, 2023
BUY
$25.72 - $27.75 $47,967 - $51,753
1,865 Added 1.33%
142,260 $3.81 Million
Q1 2023

May 09, 2023
SELL
$24.92 - $27.41 $8,796 - $9,675
-353 Reduced 0.25%
140,395 $3.66 Million
Q4 2022

Feb 07, 2023
SELL
$23.19 - $26.37 $156,833 - $178,340
-6,763 Reduced 4.58%
140,748 $3.49 Million
Q3 2022

Nov 02, 2022
BUY
$23.43 - $26.69 $120,500 - $137,266
5,143 Added 3.61%
147,511 $3.46 Million
Q2 2022

Aug 02, 2022
BUY
$25.56 - $29.71 $83,095 - $96,587
3,251 Added 2.34%
142,368 $3.69 Million
Q1 2022

May 13, 2022
BUY
$26.69 - $33.2 $90,799 - $112,946
3,402 Added 2.51%
139,117 $4.03 Million
Q4 2021

Feb 14, 2022
BUY
$30.22 - $33.49 $24,659 - $27,327
816 Added 0.6%
135,715 $4.21 Million
Q3 2021

Nov 02, 2021
BUY
$30.86 - $32.92 $404,451 - $431,449
13,106 Added 10.76%
134,899 $4.35 Million
Q2 2021

Aug 12, 2021
BUY
$30.51 - $33.34 $712,042 - $778,088
23,338 Added 23.7%
121,793 $3.93 Million
Q1 2021

May 17, 2021
SELL
$28.31 - $31.2 $724,283 - $798,220
-25,584 Reduced 20.63%
98,455 $3.03 Million
Q4 2020

Feb 12, 2021
SELL
$23.48 - $28.35 $142,359 - $171,886
-6,063 Reduced 4.66%
124,039 $3.51 Million
Q3 2020

Nov 12, 2020
BUY
$23.37 - $25.29 $66,651 - $72,127
2,852 Added 2.24%
130,102 $3.09 Million
Q2 2020

Aug 12, 2020
BUY
$19.93 - $24.85 $186,704 - $232,794
9,368 Added 7.95%
127,250 $2.98 Million
Q1 2020

May 11, 2020
BUY
$18.64 - $30.37 $1.3 Million - $2.11 Million
69,507 Added 143.68%
117,882 $2.42 Million
Q4 2019

Feb 13, 2020
SELL
$27.01 - $29.91 $66,633 - $73,787
-2,467 Reduced 4.85%
48,375 $1.44 Million
Q3 2019

Nov 13, 2019
BUY
$27.31 - $28.2 $1.03 Million - $1.07 Million
37,850 Added 291.33%
50,842 $1.39 Million
Q2 2019

Aug 12, 2019
BUY
N/A
12,992 New
12,992 $373,000
Q3 2018

Nov 13, 2018
SELL
N/A
-24,439 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
24,439 New
24,439 $676,000

Others Institutions Holding FNDE

# of Institutions
411
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
  • Sector ETFs
  • Industry ETFs
More about FNDE
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