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

BerganKDV 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
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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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.