Econ Financial Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Econ Financial Services’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
2022 Q4	–	Sell	-50,969	Closed	-$1.2M	–	62
2022 Q3	$1.2M	Buy	50,969 +2,154	+4%	+$54.9K	0.98%	38
2022 Q2	$1.27M	Sell	48,815 -349	-0.7%	-$9.55K	1.02%	38
2022 Q1	$1.42M	Buy	+49,164	New	+$1.5M	1.05%	35

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Econ Financial Services's FNDE Position: Q4 2022 in Review

Econ Financial Services sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2022, closing a stake of 50,969 shares — an estimated $1.2M sold.

Econ Financial Services first reported a position in FNDE in Q1 2022 and held it in 3 quarters. The position peaked at $1.42M in Q1 2022. 264 funds tracked by Wall St. Rank hold FNDE as of Q4 2022.

Econ Financial Services reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2022 after selling out during the quarter.
Econ Financial Services sold 50,969 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2022, an estimated $1.2M.
Econ Financial Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2022 and held it in 3 quarters.
Econ Financial Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.42M in Q1 2022.
264 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2022.

Based on Econ Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.