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

Filbrandt 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
2021 Q3	–	Sell	-192	Closed	-$6K	–	242
2021 Q2	$6K	Buy	+192	New	+$6.12K	﹤0.01%	140
2020 Q2	–	Sell	-222	Closed	-$5K	–	407
2020 Q1	$5K	Buy	+222	New	+$5.82K	0.01%	148

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 $1.9T AUM 41.92% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

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

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

Filbrandt Wealth Management's FNDE Position: Q3 2021 in Review

Filbrandt Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2021, closing a stake of 192 shares — an estimated $6K sold.

Filbrandt Wealth Management first reported a position in FNDE in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 247 funds tracked by Wall St. Rank hold FNDE as of Q3 2021.

Filbrandt Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
Filbrandt Wealth Management sold 192 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2021, an estimated $6K.
Filbrandt Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2020 and held it in 2 quarters.
Filbrandt Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $6K in Q2 2021.
247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.