Global Wealth Management Investment Advisory, Inc. Schwab Fundamental Emerging Mk Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$18.64 - $30.37 $820 - $1,336	-44 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$27.01 - $29.91 $1,188 - $1,316	44 New	44 $1,000

Others Institutions Holding FNDE

# of Institutions

435

Shares Held

163M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

122M
Shares

$4.56 Billion
0.73% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$105 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.36M
Shares

$88.3 Million
0.01% of portfolio
Victory Capital Management Inc

2.02M
Shares

$75.7 Million
0.05% of portfolio
Bogart Wealth, LLC

1.77M
Shares

$66.4 Million
2.61% of portfolio

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About SCHWAB FUNDAMENTAL EMERGING MK

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