Tevis Investment Management Schwab Fundamental Emerging Mk Transaction History

Tevis Investment Management

$117 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	N/A	-6 Reduced 10.34%	52 $2,000
Q1 2022 Aug 05, 2022	SELL	N/A	-8,271 Reduced 99.3%	58 $2,000
Q4 2021 Aug 05, 2022	BUY	N/A	8,329 New	8,329 $259,000

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

Ticker FNDE
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