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

EPG 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 Q4	–	Sell	-193	Closed	-$5.06K	–	435
2023 Q3	$5.06K	Buy	+193	New	+$5.19K	﹤0.01%	390
2022 Q2	–	Sell	-214	Closed	-$6K	–	265
2022 Q1	$6K	Hold	214	–	–	﹤0.01%	367
2021 Q4	$7K	Hold	214	–	–	﹤0.01%	368
2021 Q3	$7K	Buy	+214	New	+$6.81K	﹤0.01%	342

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

EPG Wealth Management's FNDE Position: Q4 2023 in Review

EPG Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2023, closing a stake of 193 shares — an estimated $5.06K sold.

EPG Wealth Management first reported a position in FNDE in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 308 funds tracked by Wall St. Rank hold FNDE as of Q4 2023.

EPG Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
EPG Wealth Management sold 193 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2023, an estimated $5.06K.
EPG Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and held it in 4 quarters.
EPG Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $7K in Q4 2021.
308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.