CWC
FNDE icon

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

Carolinas Wealth Consulting’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
-8
Closed -$214 – 1047
2023
Q2 		$214 Buy
+8
New +$212 ﹤0.01% 1045

Other funds holding FNDE

CSIA
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
UA
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Carolinas Wealth Consulting's FNDE Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 8 shares — an estimated $214 sold.

Carolinas Wealth Consulting first reported a position in FNDE in Q2 2023 and held it in 1 quarter. The position peaked at $214 in Q2 2023. 267 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $214.
  • Carolinas Wealth Consulting first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $214 in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.