Paradigm Financial Partners, LLC Schwab Fundamental Emerging Mk Transaction History

Paradigm Financial Partners, LLC

$894 Million
Q2 2025

A detailed history of Paradigm Financial Partners, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 27,807 shares of FNDE stock, worth $1.01 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

27,807

Previous 27,795 0.04%

Holding current value

$1.01 Million

Previous $856,000 7.13%

% of portfolio

0.1%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$26.66 - $33.09 $319 - $397	12 Added 0.04%	27,807 $917,000
Q1 2025 May 13, 2025	BUY	$28.11 - $32.0 $149,685 - $170,400	5,325 Added 23.7%	27,795 $856,000
Q4 2024 Feb 13, 2025	BUY	$28.89 - $33.95 $26,838 - $31,539	929 Added 4.31%	22,470 $652,000
Q3 2024 Nov 14, 2024	BUY	$28.02 - $32.68 $105,411 - $122,942	3,762 Added 21.16%	21,541 $695,000
Q2 2024 Aug 13, 2024	BUY	$27.2 - $30.7 $51,244 - $57,838	1,884 Added 11.85%	17,779 $525,000
Q1 2024 May 15, 2024	BUY	$25.58 - $27.83 $52,029 - $56,606	2,034 Added 14.67%	15,895 $441,000
Q4 2023 Feb 05, 2024	BUY	$25.33 - $27.18 $40,578 - $43,542	1,602 Added 13.07%	13,861 $376,000
Q3 2023 Oct 12, 2023	BUY	$26.05 - $28.35 $46,942 - $51,086	1,802 Added 17.23%	12,259 $321,000
Q2 2023 Jul 13, 2023	BUY	$25.72 - $27.75 $268,954 - $290,181	10,457 New	10,457 $279,000
Q4 2021 Feb 10, 2022	BUY	$30.22 - $33.49 $950,207 - $1.05 Million	31,443 New	31,443 $0

Others Institutions Holding FNDE

# of Institutions

429

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Paradigm Financial Partners, LLC Schwab Fundamental Emerging Mk Transaction History