EK
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Evensky & Katz’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Evensky & Katz’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
Q2 		– Sell
-196
Closed -$4K – 91
2020
Q1 		$4K Sell
196
-308
-61% -$8.07K ﹤0.01% 97
2019
Q4 		$15K Buy
504
+14
+3% +$403 ﹤0.01% 94
2019
Q3 		$13K Buy
490
+3
+0.6% +$83 ﹤0.01% 105
2019
Q2 		$14K Hold
487
– – ﹤0.01% 104
2019
Q1 		$13K Buy
+487
New +$13.5K ﹤0.01% 106

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 $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
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
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Evensky & Katz's FNDE Position: Q2 2020 in Review

Evensky & Katz sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2020, closing a stake of 196 shares — an estimated $4K sold.

Evensky & Katz first reported a position in FNDE in Q1 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 164 funds tracked by Wall St. Rank hold FNDE as of Q2 2020.

  • Evensky & Katz reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2020 after selling out during the quarter.
  • Evensky & Katz sold 196 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2020, an estimated $4K.
  • Evensky & Katz first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and held it in 5 quarters.
  • Evensky & Katz's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $15K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.