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Financial Advantage’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Financial Advantage’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
Q3 		– Sell
-815
Closed -$19K – 117
2020
Q2 		$19K Buy
+815
New +$18.3K 0.01% 90

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advantage's FNDE Position: Q3 2020 in Review

Financial Advantage sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2020, closing a stake of 815 shares — an estimated $19K sold.

Financial Advantage first reported a position in FNDE in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 168 funds tracked by Wall St. Rank hold FNDE as of Q3 2020.

  • Financial Advantage reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advantage sold 815 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2020, an estimated $19K.
  • Financial Advantage first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2020 and held it in 1 quarter.
  • Financial Advantage's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $19K in Q2 2020.
  • 168 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.