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Schwab Fundamental Emerging MA
Q4 2024 vs Q3 2025
Comparing institutional holders between quarters
Quarters
Q3 2025
Q4 2024
Q4 2023
Q4 2021
Q2 2021
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q3 2025 shares — high to low
Q3 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Financial Gravity Wealth, Inc.
NEW
Shares
162
Change
+162
Value
$1.8K
Filed 2025-11-14
Tucker Asset Management LLC
CLOSED
Shares
0
from 94
Change
-94
(-100%)
Value
$0
(-$863)
Filed 2026-01-06
Institution
Status
Q3 2025 ↓
Q4 2024
Change
% Change
Q4 2024 Value
Q3 2025 Value
Value Change
Filed
Financial Gravity Wealth, Inc.
NEW
162
—
+162
—
—
$1.8K
—
2025-11-14
Tucker Asset Management LLC
CLOSED
0
94
-94
-100%
$863
$0
-$863
2026-01-06
Showing 2 of 2 institutions