Frank, Rimerman Advisors LLC Schwab Fundamental Emerging Mk Transaction History

Frank, Rimerman Advisors LLC

$1.36 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Sep 07, 2023	SELL	$26.69 - $33.2 $188,831 - $234,890	-7,075 Closed	0 $0
Q4 2021 Sep 07, 2023	BUY	$30.22 - $33.49 $213,806 - $236,941	7,075 New	7,075 $219 Million

Others Institutions Holding FNDE

# of Institutions

369

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

123M
Shares

$3.81 Billion
0.68% of portfolio
Victory Capital Management Inc

3.68M
Shares

$114 Million
0.11% of portfolio
1832 Asset Management L.P. Toronto, A6

2.48M
Shares

$76.6 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$65.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.92M
Shares

$59.3 Million
0.0% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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