Disciplined Investments’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-36	Closed	-$964	–	627
2023 Q2	$964	Hold	36	–	–	﹤0.01%	979
2023 Q1	$938	Hold	36	–	–	﹤0.01%	991
2022 Q4	$892	Hold	36	–	–	﹤0.01%	950
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	908
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	922
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	980
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	468
2021 Q3	$1K	Hold	36	–	–	﹤0.01%	421
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	404
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	362
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	301
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	372
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	378
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	392
2019 Q4	$1K	Buy	+36	New	+$1.04K	﹤0.01%	403

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 $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Disciplined Investments's FNDE Position: Q3 2023 in Review

Disciplined Investments sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 36 shares — an estimated $964 sold.

Disciplined Investments first reported a position in FNDE in Q4 2019 and held it in 15 quarters. The position peaked at $1K in Q3 2022. 267 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

Disciplined Investments reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 36 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $964.
Disciplined Investments first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1K in Q3 2022.
267 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.