Annis Gardner Whiting Capital Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024 Q3	–	Sell	-30	Closed	-$890	–	817
2024 Q2	$890	Buy	+30	New	+$871	﹤0.01%	897

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's FNDE Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2024, closing a stake of 30 shares — an estimated $890 sold.

Annis Gardner Whiting Capital Advisors first reported a position in FNDE in Q2 2024 and held it in 1 quarter. The position peaked at $890 in Q2 2024. 322 funds tracked by Wall St. Rank hold FNDE as of Q3 2024.

Annis Gardner Whiting Capital Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 30 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2024, an estimated $890.
Annis Gardner Whiting Capital Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2024 and held it in 1 quarter.
Annis Gardner Whiting Capital Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $890 in Q2 2024.
322 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.