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Adams Chetwood Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Adams Chetwood Wealth Management’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
2020
Q4 		– Sell
-45,167
Closed -$1.07M – 76
2020
Q3 		$1.07M Sell
45,167
-4,216
-9% -$104K 1.03% 20
2020
Q2 		$1.16M Buy
49,383
+538
+1% +$12.1K 1.18% 17
2020
Q1 		$1.07M Buy
48,845
+5,565
+13% +$146K 1.26% 14
2019
Q4 		$1.29M Buy
+43,280
New +$1.25M 1.32% 12

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adams Chetwood Wealth Management's FNDE Position: Q4 2020 in Review

Adams Chetwood Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2020, closing a stake of 45,167 shares — an estimated $1.07M sold.

Adams Chetwood Wealth Management first reported a position in FNDE in Q4 2019 and held it in 4 quarters. The position peaked at $1.29M in Q4 2019. 187 funds tracked by Wall St. Rank hold FNDE as of Q4 2020.

  • Adams Chetwood Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Chetwood Wealth Management sold 45,167 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2020, an estimated $1.07M.
  • Adams Chetwood Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and held it in 4 quarters.
  • Adams Chetwood Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.29M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2020.

Based on Adams Chetwood Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.