New Edge Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, New Edge Advisors, LLC holds 4,211 shares of FNDE stock, worth $143,342. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,211

Previous 3,956 6.45%

Holding current value

$143,342

Previous $114,000 13.16%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$28.11 - $32.0 $7,168 - $8,160	255 Added 6.45%	4,211 $129,000
Q4 2024 Feb 13, 2025	SELL	$28.89 - $33.95 $7,482 - $8,793	-259 Reduced 6.14%	3,956 $114,000
Q3 2024 Nov 14, 2024	SELL	$28.02 - $32.68 $542,915 - $633,207	-19,376 Reduced 82.13%	4,215 $136,000
Q2 2024 Aug 15, 2024	BUY	$27.2 - $30.7 $622,580 - $702,692	22,889 Added 3260.54%	23,591 $697,000
Q1 2024 May 14, 2024	SELL	$25.58 - $27.83 $460 - $500	-18 Reduced 2.5%	702 $19,000
Q4 2023 Feb 13, 2024	SELL	$25.33 - $27.18 $1,595 - $1,712	-63 Reduced 8.05%	720 $19,000
Q3 2023 Nov 14, 2023	BUY	$26.05 - $28.35 $4,089 - $4,450	157 Added 25.08%	783 $20,000
Q1 2023 May 12, 2023	SELL	$24.92 - $27.41 $5,507 - $6,057	-221 Reduced 26.09%	626 $16,000
Q4 2022 Feb 14, 2023	BUY	$23.19 - $26.37 $19,641 - $22,335	847 New	847 $20,000

Others Institutions Holding FNDE

# of Institutions

411

Shares Held

162M

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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Schwab Fundamental Emerging Mk Transaction History