Sage View Advisory Group, LLC Schwab Fundamental Emerging Mk Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 9,637 shares of FNDE stock, worth $328,621. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,637

Previous 9,560 0.81%

Holding current value

$328,621

Previous $278 Million 6.87%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$28.11 - $32.0 $2,164 - $2,464	77 Added 0.81%	9,637 $297 Million
Q4 2024 Feb 13, 2025	SELL	$28.89 - $33.95 $23,892 - $28,076	-827 Reduced 7.96%	9,560 $278 Million
Q3 2024 Nov 14, 2024	BUY	$28.02 - $32.68 $308 - $359	11 Added 0.11%	10,387 $335 Million
Q2 2024 Aug 14, 2024	SELL	$27.2 - $30.7 $73.7 Million - $83.2 Million	-2,710,009 Reduced 99.62%	10,376 $307 Million
Q1 2024 May 08, 2024	BUY	$25.58 - $27.83 $69.2 Million - $75.3 Million	2,704,777 Added 17329.43%	2,720,385 $106 Billion
Q4 2023 Feb 09, 2024	SELL	$25.33 - $27.18 $3,014 - $3,234	-119 Reduced 0.76%	15,608 $414 Million
Q3 2023 Nov 02, 2023	SELL	$26.05 - $28.35 $10,185 - $11,084	-391 Reduced 2.43%	15,727 $412 Million
Q2 2023 Aug 11, 2023	SELL	$25.72 - $27.75 $14,608 - $15,762	-568 Reduced 3.4%	16,118 $431 Million
Q1 2023 May 01, 2023	BUY	$24.92 - $27.41 $18,465 - $20,310	741 Added 4.65%	16,686 $435 Million
Q4 2022 Feb 14, 2023	BUY	$23.19 - $26.37 $369,764 - $420,469	15,945 New	15,945 $395 Million

Others Institutions Holding FNDE

# of Institutions

412

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Sage View Advisory Group, LLC Schwab Fundamental Emerging Mk Transaction History