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Edge Capital Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Edge Capital Group’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
Q4 		$4.56M Hold
157,010
– – 0.2% 91
2024
Q3 		$5.07M Buy
157,010
+350
+0.2% +$10.5K 0.22% 89
2024
Q2 		$4.63M Buy
156,660
+6,225
+4% +$181K 0.22% 91
2024
Q1 		$4.18M Hold
150,435
– – 0.21% 97
2023
Q4 		$4.08M Buy
150,435
+25,050
+20% +$658K 0.23% 91
2023
Q3 		$3.29M Buy
125,385
+115,655
+1,189% +$3.11M 0.21% 88
2023
Q2 		$260K Sell
9,730
-500
-5% -$13.3K 0.02% 273
2023
Q1 		$266K Sell
10,230
-425
-4% -$11.1K 0.02% 266
2022
Q4 		$264K Sell
10,655
-4,900
-32% -$120K 0.02% 251
2022
Q3 		$365K Hold
15,555
– – 0.03% 211
2022
Q2 		$403K Sell
15,555
-17,275
-53% -$473K 0.03% 209
2022
Q1 		$950K Sell
32,830
-19,491
-37% -$594K 0.07% 151
2021
Q4 		$1.62M Sell
52,321
-2,292
-4% -$73.3K 0.11% 114
2021
Q3 		$1.76M Buy
54,613
+337
+0.6% +$10.7K 0.14% 109
2021
Q2 		$1.75M Buy
54,276
+121
+0.2% +$3.86K 0.14% 105
2021
Q1 		$1.67M Buy
54,155
+1,100
+2% +$33.1K 0.14% 102
2020
Q4 		$1.5M Sell
53,055
-89,063
-63% -$2.32M 0.13% 112
2020
Q3 		$3.37M Sell
142,118
-9,027
-6% -$222K 0.34% 63
2020
Q2 		$3.54M Buy
151,145
+15,574
+11% +$349K 0.37% 62
2020
Q1 		$2.79M Sell
135,571
-59,984
-31% -$1.57M 0.33% 64
2019
Q4 		$5.83M Buy
195,555
+24,886
+15% +$716K 0.57% 46
2019
Q3 		$4.67M Buy
170,669
+787
+0.5% +$21.8K 0.47% 58
2019
Q2 		$4.88M Buy
169,882
+27,150
+19% +$760K 0.47% 55
2019
Q1 		$3.96M Buy
142,732
+66,417
+87% +$1.84M 0.39% 61
2018
Q4 		$1.97M Buy
+76,315
New +$2.07M 0.21% 83

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Capital Group's FNDE Position: Q4 2024 in Review

Edge Capital Group held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q4 2024 at 157,010 shares worth $4.56M. The position accounts for 0.2% of the portfolio, ranked #91.

Edge Capital Group first reported a position in FNDE in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.83M in Q4 2019. 353 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

  • Edge Capital Group held 157,010 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $4.56M as of Q4 2024.
  • Edge Capital Group left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q4 2024.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.2% of Edge Capital Group's portfolio in Q4 2024, its #91 holding.
  • Edge Capital Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $5.83M in Q4 2019.
  • 353 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.