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

Cedar 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
2020 Q3	–	Sell	-75	Closed	-$2K	–	219
2020 Q2	$2K	Sell	75 -20,849	-100%	-$467K	﹤0.01%	210
2020 Q1	$430K	Buy	20,924 +120	+0.6%	+$3.15K	0.29%	47
2019 Q4	$621K	Buy	20,804 +9,473	+84%	+$273K	0.37%	31
2019 Q3	$310K	Buy	11,331 +4,215	+59%	+$117K	0.21%	53
2019 Q2	$205K	Buy	7,116 +2,265	+47%	+$63.4K	0.13%	62
2019 Q1	$135K	Buy	4,851 +4,643	+2,232%	+$129K	0.08%	75
2018 Q4	$5K	Buy	208 +170	+447%	+$4.61K	﹤0.01%	139
2018 Q3	$1K	Buy	+38	New	+$1.07K	﹤0.01%	165

Other funds holding FNDE

CSIA

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

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Wealth Management's FNDE Position: Q3 2020 in Review

Cedar Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2020, closing a stake of 75 shares — an estimated $2K sold.

Cedar Wealth Management first reported a position in FNDE in Q3 2018 and held it in 8 quarters. The position peaked at $621K in Q4 2019. 168 funds tracked by Wall St. Rank hold FNDE as of Q3 2020.

Cedar Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2020 after selling out during the quarter.
Cedar Wealth Management sold 75 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2020, an estimated $2K.
Cedar Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2018 and held it in 8 quarters.
Cedar Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $621K in Q4 2019.
168 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2020.

Based on Cedar Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.