Wade Financial Advisory, Inc Schwab Fundamental Emerging Mk Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 43,594 shares of FNDE stock, worth $1.29 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

43,594

Previous 44,758 2.6%

Holding current value

$1.29 Million

Previous $1.44 Million 12.33%

% of portfolio

0.43%

Previous 0.49%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$28.89 - $33.95 $33,627 - $39,517	-1,164 Reduced 2.6%	43,594 $1.27 Million
Q3 2024 Oct 28, 2024	SELL	$28.02 - $32.68 $17,932 - $20,915	-640 Reduced 1.41%	44,758 $1.44 Million
Q2 2024 Jul 25, 2024	SELL	$27.2 - $30.7 $105,862 - $119,484	-3,892 Reduced 7.9%	45,398 $1.34 Million
Q1 2024 May 13, 2024	SELL	$25.58 - $27.83 $1.64 Million - $1.78 Million	-64,061 Reduced 56.52%	49,290 $1.37 Million
Q4 2023 Feb 09, 2024	SELL	$25.33 - $27.18 $4,812 - $5,164	-190 Reduced 0.17%	113,351 $3.08 Million
Q2 2023 Aug 09, 2023	SELL	$25.72 - $27.75 $508,381 - $548,506	-19,766 Reduced 14.83%	113,541 $3.04 Million
Q4 2022 Jan 12, 2023	BUY	$23.19 - $26.37 $86,174 - $97,990	3,716 Added 2.87%	133,307 $0
Q3 2022 Oct 26, 2022	SELL	$23.43 - $26.69 $674,690 - $768,565	-28,796 Reduced 18.18%	129,591 $3.04 Million
Q2 2022 Aug 05, 2022	BUY	$25.56 - $29.71 $228,020 - $265,042	8,921 Added 5.97%	158,387 $4.11 Million
Q1 2022 Apr 21, 2022	BUY	$26.69 - $33.2 $1.94 Million - $2.42 Million	72,816 Added 95.0%	149,466 $4.33 Million
Q3 2021 Nov 02, 2021	SELL	$30.86 - $32.92 $86,654 - $92,439	-2,808 Reduced 3.53%	76,650 $2.47 Million
Q2 2021 Jul 29, 2021	BUY	$30.51 - $33.34 $143,641 - $156,964	4,708 Added 6.3%	79,458 $2.56 Million
Q1 2021 Apr 14, 2021	SELL	$28.31 - $31.2 $6,114 - $6,739	-216 Reduced 0.29%	74,750 $2.3 Million
Q4 2020 Mar 10, 2021	SELL	$23.48 - $28.35 $93,497 - $112,889	-3,982 Reduced 5.04%	74,966 $2.12 Million
Q3 2020 Nov 03, 2020	SELL	$23.37 - $25.29 $23,229 - $25,138	-994 Reduced 1.24%	78,948 $1.87 Million
Q2 2020 Jul 16, 2020	SELL	$19.93 - $24.85 $173,889 - $216,816	-8,725 Reduced 9.84%	79,942 $1.87 Million
Q1 2020 Apr 27, 2020	SELL	$18.64 - $30.37 $232,366 - $378,592	-12,466 Reduced 12.33%	88,667 $1.82 Million
Q4 2019 Feb 11, 2020	BUY	$27.01 - $29.91 $2.73 Million - $3.02 Million	101,133 New	101,133 $3.02 Million

Others Institutions Holding FNDE

# of Institutions

344

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

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Wade Financial Advisory, Inc Schwab Fundamental Emerging Mk Transaction History