Zrc Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Zrc Wealth Management, LLC

$231 Billion
Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,609 shares of FNDE stock, worth $111,048. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,609

Previous 3,614 0.14%

Holding current value

$111,048

Previous $105 Million 5.65%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$28.11 - $32.0 $140 - $160	-5 Reduced 0.14%	3,609 $111 Million
Q4 2024 Jan 28, 2025	SELL	$28.89 - $33.95 $3,611 - $4,243	-125 Reduced 3.34%	3,614 $105 Million
Q3 2024 Oct 04, 2024	BUY	$28.02 - $32.68 $476 - $555	17 Added 0.46%	3,739 $121 Million
Q2 2024 Jul 08, 2024	SELL	$27.2 - $30.7 $544 - $614	-20 Reduced 0.53%	3,722 $110 Million
Q1 2024 Apr 19, 2024	SELL	$25.58 - $27.83 $4,962 - $5,399	-194 Reduced 4.93%	3,742 $104 Million
Q3 2023 Oct 10, 2023	SELL	$26.05 - $28.35 $3,126 - $3,402	-120 Reduced 2.96%	3,936 $103 Million
Q2 2023 Jul 06, 2023	BUY	$25.72 - $27.75 $7,947 - $8,574	309 Added 8.25%	4,056 $109 Million
Q1 2023 May 04, 2023	BUY	$24.92 - $27.41 $93,375 - $102,705	3,747 New	3,747 $97.6 Million

Others Institutions Holding FNDE

# of Institutions

378

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Zrc Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History