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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments

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

Victory Capital Management

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

Bank of America

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

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

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

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