Charles Schwab
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Charles Schwab’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Charles Schwab’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,885,060
Closed -$123M – 3529
2024
Q2 		$123M Buy
+1,885,060
New +$125M 0.02% 544
2020
Q2 		– Sell
-633,452
Closed -$19.3M – 3334
2020
Q1 		$19.3M Buy
+633,452
New +$24.6M 0.01% 1039

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Full Sail Capital
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Buska Wealth Management
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Charles Schwab's FIDU Position: Q3 2024 in Review

Charles Schwab sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2024, closing a stake of 1,885,060 shares — an estimated $123M sold.

Charles Schwab first reported a position in FIDU in Q1 2020 and held it in 2 quarters. The position peaked at $123M in Q2 2024. 159 funds tracked by Wall St. Rank hold FIDU as of Q3 2024.

  • Charles Schwab reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2024 after selling out during the quarter.
  • Charles Schwab sold 1,885,060 Fidelity MSCI Industrials Index ETF shares in Q3 2024, an estimated $123M.
  • Charles Schwab first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and held it in 2 quarters.
  • Charles Schwab's Fidelity MSCI Industrials Index ETF position peaked at $123M in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2024.

Based on Charles Schwab's 13F filing for Q3 2024, filed 12 Nov 2024.