Bradley & Co Private Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bradley & Co Private 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
2024 Q1	–	Sell	-595	Closed	-$16.1K	–	190
2023 Q4	$16.1K	Buy	+595	New	+$15.6K	0.01%	108

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

Bradley & Co Private Wealth Management's FNDE Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 595 shares — an estimated $16.1K sold.

Bradley & Co Private Wealth Management first reported a position in FNDE in Q4 2023 and held it in 1 quarter. The position peaked at $16.1K in Q4 2023. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

Bradley & Co Private Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 595 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $16.1K.
Bradley & Co Private Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 1 quarter.
Bradley & Co Private Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $16.1K in Q4 2023.
308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.