Umb Bank, N.A. Schwab Fundamental Emerging Mk Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$25.56 - $29.71 $4,626 - $5,377	-181 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$30.22 - $33.49 $5,469 - $6,061	181 New	181 $6,000

Others Institutions Holding FNDE

# of Institutions

336

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.78 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$113 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$75.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$64.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$58.2 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

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