Retirement Planning Group Schwab Fundamental Emerging Mk Transaction History

Retirement Planning Group

$1.4 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 06, 2019	SELL	N/A	-15,782 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	N/A	15,782 New	15,782 $408,000

Others Institutions Holding FNDE

# of Institutions

334

Shares Held

162M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

125M
Shares

$4.19 Billion
0.71% of portfolio
Victory Capital Management Inc

3.7M
Shares

$124 Million
0.11% of portfolio
1832 Asset Management L.P. Toronto, A6

2.36M
Shares

$79.4 Million
0.13% of portfolio
Morgan Stanley New York, NY

2.02M
Shares

$67.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.96M
Shares

$66.1 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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