Mission Wealth Management, LP Schwab Fundamental Emerging Mk Transaction History

Mission Wealth Management, LP

$4.95 Billion
Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Mission Wealth Management, LP holds 34,453 shares of FNDE stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,453

Previous 7,267 374.1%

Holding current value

$1.29 Million

Previous $239,000 420.92%

% of portfolio

0.03%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$33.13 - $36.31 $900,672 - $987,123	27,186 Added 374.1%	34,453 $1.25 Million
Q2 2025 Aug 05, 2025	BUY	$26.66 - $33.09 $18,768 - $23,295	704 Added 10.73%	7,267 $239,000
Q1 2025 Apr 17, 2025	SELL	$28.11 - $32.0 $31,314 - $35,648	-1,114 Reduced 14.51%	6,563 $201,000
Q4 2024 Feb 06, 2025	BUY	$28.89 - $33.95 $36,228 - $42,573	1,254 Added 19.52%	7,677 $223,000
Q3 2024 Oct 31, 2024	BUY	$28.02 - $32.68 $179,972 - $209,903	6,423 New	6,423 $207,000

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
Sector ETFs
Industry ETFs

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Mission Wealth Management, LP Schwab Fundamental Emerging Mk Transaction History