Catalyst Private Wealth, LLC Schwab Fundamental Emerging Mk Transaction History

Catalyst Private Wealth, LLC

$165 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$23.48 - $28.35 $23,315 - $28,151	-993 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$23.37 - $25.29 $23,206 - $25,112	993 New	993 $24,000

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

$3.7 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$110 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$73.8 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$63.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$57 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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