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

$3.85 Billion
Q1 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 125,976 shares of FNDE stock, worth $3.96 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

125,976

Previous 118,810 6.03%

Holding current value

$3.96 Million

Previous $3.45 Million 12.43%

% of portfolio

0.1%

Previous 0.09%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

390

Shares Held

162M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

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