Wealth Advisory Solutions, LLC Schwab Fundamental Emerging Mk Transaction History

Wealth Advisory Solutions, LLC

$385 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	N/A	-9,674 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	N/A	9,674 New	9,674 $312,000

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

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