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

Destination 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
2019 Q3	–	Sell	-1,634	Closed	-$47K	–	260
2019 Q2	$47K	Buy	1,634 +207	+15%	+$5.79K	﹤0.01%	282
2019 Q1	$40K	Sell	1,427 -542	-28%	-$15.1K	﹤0.01%	296
2018 Q4	$51K	Buy	1,969 +851	+76%	+$23.1K	﹤0.01%	253
2018 Q3	$32K	Sell	1,118 -536	-32%	-$15.1K	﹤0.01%	352
2018 Q2	$46K	Buy	1,654 +1,623	+5,235%	+$48.3K	﹤0.01%	262
2018 Q1	$1K	Buy	+31	New	+$971	﹤0.01%	540

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

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

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

Destination Wealth Management's FNDE Position: Q3 2019 in Review

Destination Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2019, closing a stake of 1,634 shares — an estimated $47K sold.

Destination Wealth Management first reported a position in FNDE in Q1 2018 and held it in 6 quarters. The position peaked at $51K in Q4 2018. 153 funds tracked by Wall St. Rank hold FNDE as of Q3 2019.

Destination Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,634 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2019, an estimated $47K.
Destination Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $51K in Q4 2018.
153 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.