Silicon Hills Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Silicon Hills Wealth Management, LLC

$176 Million
Q2 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	N/A	-17,074 Closed	0 $0
Q1 2022 May 13, 2022	SELL	N/A	-3,350 Reduced 16.4%	17,074 $494,000
Q4 2021 Feb 11, 2022	SELL	N/A	-23,922 Reduced 53.94%	20,424 $633,000
Q3 2021 Nov 15, 2021	SELL	N/A	-913 Reduced 2.02%	44,346 $1.43 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-7,093 Reduced 13.55%	45,259 $1.46 Million

Q1 2021 May 17, 2021	SELL	N/A	-22,249 Reduced 29.82%	52,352 $1.61 Million
Q4 2020 Feb 10, 2021	SELL	N/A	-18,537 Reduced 19.9%	74,601 $2.11 Million
Q3 2020 Nov 16, 2020	SELL	N/A	-110 Reduced 0.12%	93,138 $2.21 Million
Q2 2020 Jul 29, 2020	SELL	N/A	-11,509 Reduced 10.99%	93,248 $2.18 Million
Q1 2020 May 15, 2020	BUY	N/A	104,456 Added 34702.99%	104,757 $2.15 Million
Q4 2019 Jan 13, 2020	BUY	N/A	301 New	301 $6.11 Million

Others Institutions Holding FNDE

# of Institutions

317

Shares Held

165M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

125M
Shares

$3.79 Billion
4.76% of portfolio
Victory Capital Management Inc

3.73M
Shares

$113 Million
0.11% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.72M
Shares

$82.5 Million
5.36% of portfolio
Unison Advisors LLC

2.64M
Shares

$80 Million
7.24% of portfolio
1832 Asset Management L.P. Toronto, A6

2.62M
Shares

$79.5 Million
0.14% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

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