Rather & Kittrell, Inc. Schwab Fundamental Emerging Mk Transaction History

Rather & Kittrell, Inc.

$391 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$26.69 - $33.2 $112,765 - $140,270	-4,225 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$30.22 - $33.49 $127,679 - $141,495	4,225 New	4,225 $130,000

Others Institutions Holding FNDE

# of Institutions

363

Shares Held

162M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

123M
Shares

$3.77 Billion
0.68% of portfolio
Victory Capital Management Inc

3.68M
Shares

$112 Million
0.11% of portfolio
1832 Asset Management L.P. Toronto, A6

2.48M
Shares

$75.7 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$64.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.92M
Shares

$58.6 Million
0.0% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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