Hazlett, Burt & Watson, Inc. Schwab Fundamental Emerging Mk Transaction History

Hazlett, Burt & Watson, Inc.

$217 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$23.19 - $26.37 $4,197 - $4,772	181 Added 116.77%	336 $8,000
Q3 2022 Oct 20, 2022	BUY	$23.43 - $26.69 $3,631 - $4,136	155 New	155 $4,000

Others Institutions Holding FNDE

# of Institutions

336

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.78 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$113 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$75.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$64.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$58.2 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

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