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Asset Planning Services (Pennsylvania)’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Asset Planning Services (Pennsylvania)’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
2015
Q4 		– Sell
-1,484
Closed -$28K – 237
2015
Q3 		$28K Hold
1,484
– – 0.03% 118
2015
Q2 		$36K Buy
+1,484
New +$37.3K 0.03% 127

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 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
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s FNDE Position: Q4 2015 in Review

Asset Planning Services (Pennsylvania) sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2015, closing a stake of 1,484 shares — an estimated $28K sold.

Asset Planning Services (Pennsylvania) first reported a position in FNDE in Q2 2015 and held it in 2 quarters. The position peaked at $36K in Q2 2015. 27 funds tracked by Wall St. Rank hold FNDE as of Q4 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,484 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2015, an estimated $28K.
  • Asset Planning Services (Pennsylvania) first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2015 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $36K in Q2 2015.
  • 27 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2015, filed 13 Jan 2017.