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

Endurance 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
2023 Q2	$7K	Hold	256	–	–	﹤0.01%	521
2023 Q1	$7K	Hold	256	–	–	﹤0.01%	526
2022 Q4	$6K	Buy	256 +229	+848%	+$5.62K	﹤0.01%	514
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	592
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	603
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	621
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	607
2021 Q3	$1K	Buy	+27	New	+$860	﹤0.01%	614

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

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

Endurance Wealth Management's FNDE Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2023 at 256 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Endurance Wealth Management first reported a position in FNDE in Q3 2021 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

Endurance Wealth Management held 256 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $7K as of Q2 2023.
Endurance Wealth Management left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q2 2023.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #521 holding.
Endurance Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and has held it in 8 quarters since.
287 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.