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

Birchcreek 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 Q3	–	Sell	-11,251	Closed	-$301K	–	134
2023 Q2	$301K	Sell	11,251 -1,572	-12%	-$41.7K	0.21%	108
2023 Q1	$334K	Sell	12,823 -9,967	-44%	-$260K	0.26%	90
2022 Q4	$565K	Sell	22,790 -201	-0.9%	-$4.93K	0.5%	57
2022 Q3	$539K	Sell	22,991 -630	-3%	-$16.1K	0.5%	55
2022 Q2	$613K	Buy	23,621 +3,282	+16%	+$89.9K	0.55%	49
2022 Q1	$589K	Buy	20,339 +7,271	+56%	+$222K	0.52%	49
2021 Q4	$405K	Buy	13,068 +432	+3%	+$13.8K	0.35%	65
2021 Q3	$407K	Buy	12,636 +4,317	+52%	+$137K	0.38%	64
2021 Q2	$268K	Buy	+8,319	New	+$265K	0.26%	88
2021 Q1	–	Sell	-4,750	Closed	-$134K	–	173
2020 Q4	$134K	Buy	+4,750	New	+$124K	0.13%	126

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 $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Birchcreek Wealth Management's FNDE Position: Q3 2023 in Review

Birchcreek Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 11,251 shares — an estimated $301K sold.

Birchcreek Wealth Management first reported a position in FNDE in Q4 2020 and held it in 10 quarters. The position peaked at $613K in Q2 2022. 268 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

Birchcreek Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 11,251 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $301K.
Birchcreek Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and held it in 10 quarters.
Birchcreek Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $613K in Q2 2022.
268 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on Birchcreek Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.