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

Bison Wealth’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
2022
Q1 		– Sell
-97
Closed -$3K – 382
2021
Q4 		$3K Sell
97
-1,052
-92% -$33.6K ﹤0.01% 340
2021
Q3 		$37K Buy
1,149
+34
+3% +$1.08K 0.02% 337
2021
Q2 		$36K Hold
1,115
– – 0.02% 330
2021
Q1 		$34K Buy
1,115
+767
+220% +$23K 0.01% 338
2020
Q4 		$10K Buy
348
+209
+150% +$5.45K ﹤0.01% 367
2020
Q3 		$3K Buy
+139
New +$3.42K ﹤0.01% 345

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return