Ci Private Wealth, LLC Schwab Fundamental Emerging Mk Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Ci Private Wealth, LLC holds 14,253 shares of FNDE stock, worth $533,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,253

Previous 13,923 2.37%

Holding current value

$533,489

Previous $459,000 12.2%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$33.13 - $36.31 $10,932 - $11,982	330 Added 2.37%	14,253 $515,000
Q2 2025 Sep 26, 2025	SELL	$26.66 - $33.09 $374,119 - $464,351	-14,033 Reduced 50.2%	13,923 $459,000
Q2 2025 Aug 15, 2025	BUY	$26.66 - $33.09 $296,512 - $368,026	11,122 Added 66.07%	27,956 $922,000
Q1 2025 May 14, 2025	SELL	$28.11 - $32.0 $66,227 - $75,392	-2,356 Reduced 12.28%	16,834 $518,000
Q4 2024 Feb 10, 2025	SELL	$28.89 - $33.95 $89,847 - $105,584	-3,110 Reduced 13.95%	19,190 $557,000

Q3 2024 Nov 12, 2024	BUY	$28.02 - $32.68 $140,156 - $163,465	5,002 Added 28.92%	22,300 $719,000
Q2 2024 Aug 13, 2024	SELL	$27.2 - $30.7 $281,465 - $317,683	-10,348 Reduced 37.43%	17,298 $511,000
Q1 2024 May 09, 2024	BUY	$25.58 - $27.83 $297,367 - $323,523	11,625 Added 72.56%	27,646 $767,000
Q4 2023 Feb 09, 2024	BUY	$25.33 - $27.18 $70,848 - $76,022	2,797 Added 21.15%	16,021 $434,000
Q3 2023 Nov 03, 2023	BUY	$26.05 - $28.35 $344,485 - $374,900	13,224 New	13,224 $346,000
Q4 2022 Feb 15, 2023	BUY	$23.19 - $26.37 $264,041 - $300,248	11,386 New	11,386 $282,000

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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Ci Private Wealth, LLC Schwab Fundamental Emerging Mk Transaction History