Klingman & Associates, LLC Schwab Fundamental Emerging Mk Transaction History

Klingman & Associates, LLC

$1.97 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$26.66 - $33.09 $168,384 - $208,996	6,316 New	6,316 $208,000

Others Institutions Holding FNDE

# of Institutions

437

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

122M
Shares

$4.56 Billion
0.73% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$105 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.36M
Shares

$88.3 Million
0.01% of portfolio
Victory Capital Management Inc

2.02M
Shares

$75.7 Million
0.05% of portfolio
Bogart Wealth, LLC

1.77M
Shares

$66.4 Million
2.61% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.