Pinnacle Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Pinnacle Wealth Management, LLC

$88 Million
Q3 2025

A detailed history of Pinnacle Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 7,085 shares of FNDE stock, worth $265,191. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,085

Previous 7,155 0.98%

Holding current value

$265,191

Previous $236,000 8.47%

% of portfolio

0.29%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$33.13 - $36.31 $2,319 - $2,541	-70 Reduced 0.98%	7,085 $256,000
Q2 2025 Jul 29, 2025	SELL	$26.66 - $33.09 $21,221 - $26,339	-796 Reduced 10.01%	7,155 $236,000
Q1 2025 May 13, 2025	BUY	$28.11 - $32.0 $1,686 - $1,920	60 Added 0.76%	7,951 $244,000
Q4 2024 Feb 18, 2025	BUY	$28.89 - $33.95 $8,089 - $9,506	280 Added 3.68%	7,891 $229,000
Q3 2024 Nov 12, 2024	BUY	$28.02 - $32.68 $5,940 - $6,928	212 Added 2.87%	7,611 $245,000

Q2 2024 Jul 30, 2024	BUY	$27.2 - $30.7 $201,252 - $227,149	7,399 New	7,399 $218,000
Q3 2023 Oct 19, 2023	SELL	$26.05 - $28.35 $53,011 - $57,692	-2,035 Reduced 1.61%	124,218 $3.26 Million
Q2 2023 Aug 10, 2023	BUY	$25.72 - $27.75 $3.25 Million - $3.5 Million	126,253 New	126,253 $3.38 Million

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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Pinnacle Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History