Wealth Quarterback LLC Schwab Fundamental Emerging Mk Transaction History

Wealth Quarterback LLC

$179 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-1,122 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	N/A	1,122 New	1,122 $35,000
Q1 2020 May 14, 2020	SELL	N/A	-13 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	N/A	13 New	13 $0

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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