Ima Wealth, Inc. Schwab Fundamental Emerging Mk Transaction History

Ima Wealth, Inc.

$914 Million
Q2 2025

A detailed history of Ima Wealth, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Ima Wealth, Inc. holds 118 shares of FNDE stock, worth $4,266. This represents 0.0% of its overall portfolio holdings.

Number of Shares

118

Holding current value

$4,266

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$26.66 - $33.09 $3,145 - $3,904	118 New	118 $3,000
Q1 2020 Apr 14, 2020	SELL	$18.64 - $30.37 $3,616 - $5,891	-194 Closed	0 $0
Q4 2019 Feb 24, 2020	BUY	$27.01 - $29.91 $135 - $149	5 Added 2.65%	194 $6,000
Q3 2019 Oct 29, 2019	BUY	$27.31 - $28.2 $54 - $56	2 Added 1.07%	189 $5,000
Q2 2019 Jul 19, 2019	BUY	N/A	187 New	187 $5,000

Others Institutions Holding FNDE

# of Institutions

429

Shares Held

164M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$4.35 Billion
0.71% of portfolio
Morgan Stanley New York, NY

2.5M
Shares

$90.3 Million
0.01% of portfolio
Victory Capital Management Inc

2.24M
Shares

$80.9 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.22M
Shares

$80.2 Million
0.01% of portfolio
Bogart Wealth, LLC

1.77M
Shares

$64.1 Million
2.61% of portfolio

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

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