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

EPIQ 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
2020
Q1 		– Sell
-31,066
Closed -$927K – 41
2019
Q4 		$927K Buy
+31,066
New +$894K 0.23% 26

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.24B AUM 2.91% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

EPIQ Capital Group's FNDE Position: Q1 2020 in Review

EPIQ Capital Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2020, closing a stake of 31,066 shares — an estimated $927K sold.

EPIQ Capital Group first reported a position in FNDE in Q4 2019 and held it in 1 quarter. The position peaked at $927K in Q4 2019. 169 funds tracked by Wall St. Rank hold FNDE as of Q1 2020.

  • EPIQ Capital Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • EPIQ Capital Group sold 31,066 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2020, an estimated $927K.
  • EPIQ Capital Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and held it in 1 quarter.
  • EPIQ Capital Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $927K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2020.

Based on EPIQ Capital Group's 13F filing for Q1 2020, filed 18 Jun 2020.