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

Edge 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
2020 Q3	–	Sell	-85	Closed	-$2K	–	515
2020 Q2	$2K	Sell	85 -106	-55%	-$2.38K	﹤0.01%	611
2020 Q1	$4K	Sell	191 -1,107	-85%	-$29K	﹤0.01%	495
2019 Q4	$39K	Sell	1,298 -160	-11%	-$4.6K	0.01%	272
2019 Q3	$39K	Hold	1,458	–	–	0.01%	271
2019 Q2	$42K	Sell	1,458 -16	-1%	-$448	0.01%	272
2019 Q1	$41K	Buy	1,474 +75	+5%	+$2.08K	0.01%	257
2018 Q4	$36K	Sell	1,399 -80	-5%	-$2.17K	0.01%	275
2018 Q3	$43K	Sell	1,479 -700	-32%	-$19.7K	0.01%	269
2018 Q2	$60K	Buy	2,179 +14	+0.6%	+$417	0.02%	225
2018 Q1	$68K	Buy	2,165 +2,130	+6,086%	+$66.7K	0.02%	199
2017 Q4	$1K	Buy	+35	New	+$1.03K	﹤0.01%	504

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

Edge Wealth Management's FNDE Position: Q3 2020 in Review

Edge Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2020, closing a stake of 85 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in FNDE in Q4 2017 and held it in 11 quarters. The position peaked at $68K in Q1 2018. 168 funds tracked by Wall St. Rank hold FNDE as of Q3 2020.

Edge Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 85 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2020, an estimated $2K.
Edge Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 11 quarters.
Edge Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $68K in Q1 2018.
168 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.