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

Catalyst Private 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
2020
Q4 		– Sell
-993
Closed -$24K – 134
2020
Q3 		$24K Buy
+993
New +$24.5K 0.02% 158

Other funds holding FNDE

CSIA
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catalyst Private Wealth's FNDE Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2020, closing a stake of 993 shares — an estimated $24K sold.

Catalyst Private Wealth first reported a position in FNDE in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 187 funds tracked by Wall St. Rank hold FNDE as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 993 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2020, an estimated $24K.
  • Catalyst Private Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $24K in Q3 2020.
  • 187 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.