Litman Gregory Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History

Litman Gregory Wealth Management LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 22,240 shares of FNDE stock, worth $757,049. This represents 0.06% of its overall portfolio holdings.

Number of Shares
22,240
Previous 20,763 7.11%
Holding current value
$757,049
Previous $639,000 14.87%
% of portfolio
0.06%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$26.66 - $33.09 $39,376 - $48,873
1,477 Added 7.11%
22,240 $734,000
Q4 2024

Jan 23, 2025
SELL
$28.89 - $33.95 $1,964 - $2,308
-68 Reduced 0.33%
20,763 $603,000
Q3 2024

Oct 22, 2024
SELL
$28.02 - $32.68 $12,552 - $14,640
-448 Reduced 2.11%
20,831 $672,000
Q2 2024

Jul 30, 2024
SELL
$27.2 - $30.7 $7,616 - $8,596
-280 Reduced 1.3%
21,279 $629,000
Q4 2023

Jan 31, 2024
SELL
$25.33 - $27.18 $10,891 - $11,687
-430 Reduced 1.96%
21,559 $585,000
Q2 2023

Aug 09, 2023
BUY
$25.72 - $27.75 $565,557 - $610,194
21,989 New
21,989 $588,000
Q3 2022

Oct 13, 2022
SELL
$23.43 - $26.69 $4,311 - $4,910
-184 Reduced 1.53%
11,863 $278,000
Q3 2021

Nov 03, 2021
BUY
$30.86 - $32.92 $359,765 - $383,781
11,658 Added 2996.92%
12,047 $388,000
Q2 2021

Jul 27, 2021
SELL
$30.51 - $33.34 $350,071 - $382,543
-11,474 Reduced 96.72%
389 $389,000
Q2 2020

Jul 31, 2020
BUY
$19.93 - $24.85 $197,247 - $245,940
9,897 Added 503.41%
11,863 $278,000
Q1 2020

Apr 28, 2020
SELL
$18.64 - $30.37 $28,463 - $46,374
-1,527 Reduced 43.72%
1,966 $40,000
Q4 2019

Jan 30, 2020
BUY
$27.01 - $29.91 $94,345 - $104,475
3,493 New
3,493 $104,000

Others Institutions Holding FNDE

# of Institutions
414
Shares Held
164M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email