Kaizen Financial Strategies Schwab Fundamental Emerging Mk Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Kaizen Financial Strategies holds 45,433 shares of FNDE stock, worth $1.4 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

45,433

Previous 45,563 0.29%

Holding current value

$1.4 Million

Previous $1.32 Million 5.59%

% of portfolio

0.86%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$28.11 - $32.0 $3,654 - $4,160	-130 Reduced 0.29%	45,433 $1.4 Million
Q4 2024 Feb 14, 2025	BUY	$28.89 - $33.95 $38,972 - $45,798	1,349 Added 3.05%	45,563 $1.32 Million
Q3 2024 Nov 04, 2024	SELL	$28.02 - $32.68 $14,682 - $17,124	-524 Reduced 1.17%	44,214 $1.43 Million
Q2 2024 Aug 02, 2024	BUY	$27.2 - $30.7 $16,456 - $18,573	605 Added 1.37%	44,738 $1.32 Million
Q1 2024 May 02, 2024	BUY	$25.58 - $27.83 $25,400 - $27,635	993 Added 2.3%	44,133 $1.23 Million
Q4 2023 Jan 18, 2024	BUY	$25.33 - $27.18 $18,693 - $20,058	738 Added 1.74%	43,140 $1.17 Million
Q3 2023 Oct 31, 2023	BUY	$26.05 - $28.35 $1.1 Million - $1.2 Million	42,402 New	42,402 $1.11 Million

Others Institutions Holding FNDE

# of Institutions

378

Shares Held

164M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Schwab Fundamental Emerging Mk Transaction History