Cetera Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Cetera Advisors’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	$478K	Buy	17,226 +4,032	+31%	+$109K	﹤0.01%	1635
2023 Q4	$358K	Sell	13,194 -4,377	-25%	-$115K	0.01%	1318
2023 Q3	$461K	Sell	17,571 -2,549	-13%	-$68.5K	0.01%	1108
2023 Q2	$539K	Buy	20,120 +1,032	+5%	+$27.4K	0.01%	1012
2023 Q1	$497K	Buy	+19,088	New	+$497K	0.01%	1014
2019 Q2	–	Sell	-2,277	Closed	-$63K	–	1031
2019 Q1	$63K	Buy	+2,277	New	+$63.2K	﹤0.01%	946

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 $2.3T AUM 54.33% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisors's FNDE Position: Q1 2024 in Review

Cetera Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 31% in Q1 2024, buying an estimated $109K and bringing the position to 17,226 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Cetera Advisors first reported a position in FNDE in Q1 2019 and has held it in 6 quarters since. The position peaked at $539K in Q2 2023. 309 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

Cetera Advisors held 17,226 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $478K as of Q1 2024.
Cetera Advisors bought 4,032 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $109K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1635 holding.
Cetera Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and has held it in 6 quarters since.
Cetera Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $539K in Q2 2023.
309 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.