Morgan Rosel Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Morgan Rosel Wealth Management, LLC

  • $348 Million
  • Q2 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 20,377 shares of FNDE stock, worth $693,633. This represents 0.19% of its overall portfolio holdings.

Number of Shares
20,377
Previous 19,736 3.25%
Holding current value
$693,633
Previous $607,000 10.71%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Jul 31, 2025
BUY
$26.66 - $33.09 $17,089 - $21,210
641 Added 3.25%
20,377 $672,000
Q1 2025

Apr 25, 2025
BUY
$28.11 - $32.0 $86,803 - $98,816
3,088 Added 18.55%
19,736 $607,000
Q4 2024

Feb 04, 2025
BUY
$28.89 - $33.95 $50,095 - $58,869
1,734 Added 11.63%
16,648 $483,000
Q3 2024

Oct 10, 2024
BUY
$28.02 - $32.68 $13,785 - $16,078
492 Added 3.41%
14,914 $481,000
Q2 2024

Jul 15, 2024
BUY
$27.2 - $30.7 $16,700 - $18,849
614 Added 4.45%
14,422 $426,000
Q1 2024

Apr 17, 2024
BUY
$25.58 - $27.83 $31,514 - $34,286
1,232 Added 9.8%
13,808 $383,000
Q4 2023

Jan 19, 2024
BUY
$25.33 - $27.18 $2,684 - $2,881
106 Added 0.85%
12,576 $341,000
Q2 2023

Aug 04, 2023
BUY
$25.72 - $27.75 $8,076 - $8,713
314 Added 2.58%
12,470 $333,000
Q1 2023

Apr 12, 2023
SELL
$24.92 - $27.41 $22,552 - $24,806
-905 Reduced 6.93%
12,156 $316,000
Q4 2022

Jan 19, 2023
BUY
$23.19 - $26.37 $102,638 - $116,713
4,426 Added 51.26%
13,061 $0
Q3 2022

Oct 14, 2022
BUY
$23.43 - $26.69 $202,318 - $230,468
8,635 New
8,635 $202,000
Q2 2022

Jul 27, 2022
SELL
$25.56 - $29.71 $195,176 - $226,865
-7,636 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$26.69 - $33.2 $9,074 - $11,288
340 Added 4.66%
7,636 $221,000
Q3 2021

Oct 26, 2021
BUY
$30.86 - $32.92 $225,154 - $240,184
7,296 New
7,296 $235,000
Q3 2019

Oct 31, 2019
SELL
$27.31 - $28.2 $4 Million - $4.13 Million
-146,497 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
N/A
1,990 Added 1.38%
146,497 $4.21 Million
Q1 2019

Apr 09, 2019
BUY
N/A
144,507 New
144,507 $4.01 Million

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
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