Waterford Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Waterford Advisors, LLC

$289 Billion
Q3 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 284,343 shares of FNDE stock, worth $10.6 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

284,343

Previous 213,080 33.44%

Holding current value

$10.6 Million

Previous $7.03 Million 146094.34%

% of portfolio

3.56%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$33.13 - $36.31 $2.36 Million - $2.59 Million	71,263 Added 33.44%	284,343 $10.3 Billion
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

434

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Waterford Advisors, LLC Schwab Fundamental Emerging Mk Transaction History