Acima Private Wealth’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Acima Private Wealth’s Portfolio FNDE Stock Details FNDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-390	Closed	-$10.1K	–	232
2022 Q2	$10.1K	Hold	390	–	–	0.01%	210
2022 Q1	$11K	Sell	390 -102	-21%	-$3.11K	0.01%	214
2021 Q4	$15K	Hold	492	–	–	0.01%	205
2021 Q3	$16K	Hold	492	–	–	0.01%	197
2021 Q2	$16K	Hold	492	–	–	0.01%	193
2021 Q1	$15K	Hold	492	–	–	0.01%	194
2020 Q4	$14K	Buy	+492	New	+$12.8K	0.01%	194

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acima Private Wealth's FNDE Position: Q3 2022 in Review

Acima Private Wealth sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2022, closing a stake of 390 shares — an estimated $10.1K sold.

Acima Private Wealth first reported a position in FNDE in Q4 2020 and held it in 7 quarters. The position peaked at $16K in Q3 2021. 242 funds tracked by Wall St. Rank hold FNDE as of Q3 2022.

Acima Private Wealth reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
Acima Private Wealth sold 390 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2022, an estimated $10.1K.
Acima Private Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and held it in 7 quarters.
Acima Private Wealth's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $16K in Q3 2021.
242 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2022.

Based on Acima Private Wealth's 13F filing for Q3 2022, filed 29 Feb 2024.