Colonial Trust Advisors Schwab Fundamental Emerging Mk Transaction History
Colonial Trust Advisors
- $1.28 Billion
- Q3 2025
A detailed history of Colonial Trust Advisors transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Colonial Trust Advisors holds 9,785 shares of FNDE stock, worth $366,252. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,785
Previous 9,785
-0.0%
Holding current value
$366,252
Previous $323,000
9.29%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
434Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.56 Billion0.73% of portfolio
-
Morgan Stanley New York, NY2.8MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$88.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.02MShares$75.7 Million0.05% of portfolio
-
Bogart Wealth, LLC1.77MShares$66.4 Million2.61% of portfolio