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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-170
Closed -$4.21K 1078
2022
Q4
$4.21K Buy
+170
New +$4.17K ﹤0.01% 696
2022
Q1
Sell
-61
Closed -$2K 1028
2021
Q4
$2K Sell
61
-752
-92% -$24K ﹤0.01% 912
2021
Q3
$26K Buy
+813
New +$25.9K ﹤0.01% 488
2021
Q1
Sell
-987
Closed -$28K 956
2020
Q4
$28K Buy
+987
New +$25.7K ﹤0.01% 423
2020
Q1
Sell
-650
Closed -$19K 950
2019
Q4
$19K Buy
+650
New +$18.7K ﹤0.01% 453
2019
Q3
Sell
-117
Closed -$3K 707
2019
Q2
$3K Hold
117
﹤0.01% 633
2019
Q1
$3K Hold
117
﹤0.01% 634
2018
Q4
$3K Hold
117
﹤0.01% 589
2018
Q3
$3K Hold
117
﹤0.01% 564
2018
Q2
$3K Buy
+117
New +$3.48K ﹤0.01% 585

Other funds holding FNDE

BerganKDV Wealth Management's FNDE Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2023, closing a stake of 170 shares — an estimated $4.21K sold.

BerganKDV Wealth Management first reported a position in FNDE in Q2 2018 and held it in 10 quarters. The position peaked at $28K in Q4 2020. 278 funds tracked by Wall St. Rank hold FNDE as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 170 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2023, an estimated $4.21K.
  • BerganKDV Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and held it in 10 quarters.
  • BerganKDV Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $28K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.