Waterford Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Waterford Advisors, LLC

  • $387 Billion
  • Q2 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Waterford Advisors, LLC holds 213,080 shares of FNDE stock, worth $7.62 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
213,080
Previous 270,716 21.29%
Holding current value
$7.62 Million
Previous $8.34 Million 15.65%
% of portfolio
0.0%
Previous 3.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$26.66 - $33.09 $1.54 Million - $1.91 Million
-57,636 Reduced 21.29%
213,080 $7.03 Million
Q1 2025

May 14, 2025
BUY
$28.11 - $32.0 $2,558 - $2,912
91 Added 0.03%
270,716 $8.34 Million
Q4 2024

Feb 14, 2025
BUY
$28.89 - $33.95 $7.82 Million - $9.19 Million
270,625 New
270,625 $7.86 Million
Q2 2024

Aug 14, 2024
BUY
$27.2 - $30.7 $114,566 - $129,308
4,212 Added 1.65%
259,243 $7.67 Million
Q1 2024

May 15, 2024
BUY
$25.58 - $27.83 $291,125 - $316,733
11,381 Added 4.67%
255,031 $7.08 Million
Q4 2023

Feb 13, 2024
BUY
$25.33 - $27.18 $6.17 Million - $6.62 Million
243,650 New
243,650 $6.61 Million
Q2 2023

Jul 31, 2023
BUY
$25.72 - $27.75 $221,140 - $238,594
8,598 Added 3.89%
229,750 $6.15 Million
Q1 2023

May 02, 2023
BUY
$24.92 - $27.41 $87,220 - $95,935
3,500 Added 1.61%
221,152 $5.76 Million
Q4 2022

Feb 14, 2023
BUY
$23.19 - $26.37 $5.05 Million - $5.74 Million
217,652 New
217,652 $5.39 Million

Others Institutions Holding FNDE

# of Institutions
415
Shares Held
164M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
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