Avantax Advisory Services, Inc. Schwab Fundamental Emerging Mk Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,883 shares of FNDE stock, worth $332,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,883

Previous 8,692 2.2%

Holding current value

$332,490

Previous $267,000 9.74%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$26.66 - $33.09 $5,092 - $6,320	191 Added 2.2%	8,883 $293,000
Q1 2025 May 06, 2025	SELL	$28.11 - $32.0 $60,689 - $69,088	-2,159 Reduced 19.9%	8,692 $267,000
Q4 2024 Feb 07, 2025	BUY	$28.89 - $33.95 $664 - $780	23 Added 0.21%	10,851 $315,000
Q3 2024 Nov 13, 2024	BUY	$28.02 - $32.68 $97,901 - $114,183	3,494 Added 47.64%	10,828 $349,000
Q2 2024 Aug 09, 2024	BUY	$27.2 - $30.7 $199,484 - $225,153	7,334 New	7,334 $216,000

Q3 2023 Nov 07, 2023	BUY	$26.05 - $28.35 $219,002 - $238,338	8,407 Added 17.86%	55,467 $1.45 Million
Q2 2023 Aug 11, 2023	SELL	$25.72 - $27.75 $12,937 - $13,958	-503 Reduced 1.06%	47,060 $1.26 Million
Q1 2023 Apr 28, 2023	BUY	$24.92 - $27.41 $65,240 - $71,759	2,618 Added 5.82%	47,563 $1.24 Million
Q4 2022 Feb 13, 2023	BUY	$23.19 - $26.37 $304,415 - $346,158	13,127 Added 41.26%	44,945 $1.11 Million
Q3 2022 Nov 01, 2022	BUY	$23.43 - $26.69 $326,754 - $372,218	13,946 Added 78.03%	31,818 $746,000
Q2 2022 Aug 02, 2022	BUY	$25.56 - $29.71 $456,808 - $530,977	17,872 New	17,872 $463,000
Q4 2020 Jan 22, 2021	SELL	$23.48 - $28.35 $899,166 - $1.09 Million	-38,295 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$23.37 - $25.29 $894,954 - $968,480	38,295 New	38,295 $908,000

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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Avantax Advisory Services, Inc. Schwab Fundamental Emerging Mk Transaction History