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

Sage View Advisory Group, LLC

$1.98 Trillion
Q1 2024

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 2,720,385 shares of FNDE stock, worth $80.4 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares

2,720,385

Previous 15,608 17329.43%

Holding current value

$80.4 Million

Previous $414 Million 25513.78%

% of portfolio

5.36%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$23.45 - $26.37 $373,910 - $420,469	15,945 New	15,945 $395 Million

Others Institutions Holding FNDE

# of Institutions

318

Shares Held

165M

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