AWM
FNDE icon

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

AllSquare 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
2019
Q3 		– Sell
-1,127
Closed -$32K – 459
2019
Q2 		$32K Buy
+1,127
New +$31.5K 0.02% 230

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

AllSquare Wealth Management's FNDE Position: Q3 2019 in Review

AllSquare Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2019, closing a stake of 1,127 shares — an estimated $32K sold.

AllSquare Wealth Management first reported a position in FNDE in Q2 2019 and held it in 1 quarter. The position peaked at $32K in Q2 2019. 153 funds tracked by Wall St. Rank hold FNDE as of Q3 2019.

  • AllSquare Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 1,127 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2019, an estimated $32K.
  • AllSquare Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2019 and held it in 1 quarter.
  • AllSquare Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $32K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2019.

Based on AllSquare Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.