Madison Wealth Management Schwab Fundamental Emerging Mk Transaction History

Madison Wealth Management

  • $449 Million
  • Q3 2023

A detailed history of Madison Wealth Management transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Madison Wealth Management holds 107,458 shares of FNDE stock, worth $4.02 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
107,458
Previous 102,627 4.71%
Holding current value
$4.02 Million
Previous $2.75 Million 2.55%
% of portfolio
0.63%
Previous 0.59%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
BUY
$26.05 - $28.35 $125,847 - $136,958
4,831 Added 4.71%
107,458 $2.82 Million
Q2 2023

Aug 10, 2023
BUY
$25.72 - $27.75 $51,440 - $55,500
2,000 Added 1.99%
102,627 $2.75 Million
Q1 2023

May 08, 2023
BUY
$24.92 - $27.41 $371,133 - $408,217
14,893 Added 17.37%
100,627 $2.62 Million
Q4 2022

Feb 08, 2023
BUY
$23.19 - $26.37 $264,041 - $300,248
11,386 Added 15.31%
85,734 $2.12 Million
Q3 2022

Nov 10, 2022
SELL
$23.43 - $26.69 $34,160 - $38,914
-1,458 Reduced 1.92%
74,348 $1.74 Million
Q2 2022

Aug 11, 2022
BUY
$25.56 - $29.71 $223,496 - $259,784
8,744 Added 13.04%
75,806 $1.97 Million
Q1 2022

May 16, 2022
BUY
$26.69 - $33.2 $278,296 - $346,176
10,427 Added 18.41%
67,062 $0
Q4 2021

Feb 11, 2022
BUY
$30.22 - $33.49 $227,919 - $252,581
7,542 Added 15.36%
56,635 $1.76 Million
Q3 2021

Nov 12, 2021
BUY
$30.86 - $32.92 $323,659 - $345,264
10,488 Added 27.17%
49,093 $1.58 Million
Q2 2021

Aug 12, 2021
BUY
$30.51 - $33.34 $172,045 - $188,004
5,639 Added 17.11%
38,605 $1.25 Million
Q1 2021

May 11, 2021
BUY
$28.31 - $31.2 $367,633 - $405,163
12,986 Added 64.99%
32,966 $1.01 Million
Q4 2020

Feb 09, 2021
BUY
$23.48 - $28.35 $161,072 - $194,481
6,860 Added 52.29%
19,980 $565,000
Q3 2020

Nov 09, 2020
BUY
$23.37 - $25.29 $66,721 - $72,202
2,855 Added 27.81%
13,120 $311,000
Q2 2020

Aug 14, 2020
BUY
$19.93 - $24.85 $204,581 - $255,085
10,265 New
10,265 $240,000
Q1 2020

May 08, 2020
SELL
$18.64 - $30.37 $286,086 - $466,118
-15,348 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$27.01 - $29.91 $414,549 - $459,058
15,348 New
15,348 $458,000

Others Institutions Holding FNDE

# of Institutions
434
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
Track This Portfolio

Track Madison Wealth Management Portfolio

Follow Madison Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email