Legacy Wealth Managment, Llc/Id Schwab Fundamental Emerging Mk Transaction History

Legacy Wealth Managment, Llc/Id

$122 Million
Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 13 shares of FNDE stock, worth $408. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$408

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 16, 2025	BUY	$28.11 - $32.0 $365 - $416	13 New	13 $0

Others Institutions Holding FNDE

# of Institutions

390

Shares Held

162M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

122M
Shares

$3.82 Billion
0.72% of portfolio
Victory Capital Management Inc

3.21M
Shares

$101 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.34M
Shares

$73.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.02M
Shares

$63.4 Million
0.01% of portfolio
Bogart Wealth, LLC

1.76M
Shares

$55.3 Million
2.57% of portfolio

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

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Legacy Wealth Managment, Llc/Id Schwab Fundamental Emerging Mk Transaction History