Whalerock Point Partners, LLC Schwab Fundamental Emerging Mk Transaction History

Whalerock Point Partners, LLC

$404 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Mar 04, 2019	SELL	N/A	-9,000 Closed	0 $0
Q1 2018 Apr 05, 2018	SELL	N/A	-1,500 Reduced 14.29%	9,000 $281,000
Q4 2017 Jan 16, 2018	BUY	N/A	10,500	10,500 $312,000

Others Institutions Holding FNDE

# of Institutions

344

Shares Held

164M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.66 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$109 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$73.1 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$62.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$56.5 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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