GI
FNDE icon

Gradient Investments’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-3,958
Closed -$117K – 672
2024
Q2 		$117K Buy
3,958
+91
+2% +$2.64K ﹤0.01% 380
2024
Q1 		$107K Buy
3,867
+397
+11% +$10.7K ﹤0.01% 351
2023
Q4 		$94.2K Sell
3,470
-17
-0.5% -$446 ﹤0.01% 431
2023
Q3 		$91.4K Sell
3,487
-187
-5% -$5.03K ﹤0.01% 401
2023
Q2 		$98.4K Buy
3,674
+204
+6% +$5.41K ﹤0.01% 406
2023
Q1 		$90.4K Sell
3,470
-169
-5% -$4.4K ﹤0.01% 394
2022
Q4 		$90.2K Buy
3,639
+169
+5% +$4.14K ﹤0.01% 407
2022
Q3 		$81K Hold
3,470
– – ﹤0.01% 406
2022
Q2 		$90K Sell
3,470
-88
-2% -$2.41K ﹤0.01% 391
2022
Q1 		$103K Buy
3,558
+88
+3% +$2.68K ﹤0.01% 368
2021
Q4 		$108K Hold
3,470
– – ﹤0.01% 358
2021
Q3 		$112K Hold
3,470
– – ﹤0.01% 350
2021
Q2 		$112K Sell
3,470
-34
-1% -$1.08K ﹤0.01% 349
2021
Q1 		$108K Hold
3,504
– – ﹤0.01% 354
2020
Q4 		$83K Hold
3,504
– – ﹤0.01% 337
2020
Q3 		$83K Buy
3,504
+3,470
+10,206% +$85.5K ﹤0.01% 337
2020
Q2 		$1K Hold
34
– – ﹤0.01% 973
2020
Q1 		$1K Hold
34
– – ﹤0.01% 994
2019
Q4 		$1K Hold
34
– – ﹤0.01% 1011
2019
Q3 		$1K Sell
34
-133
-80% -$3.68K ﹤0.01% 999
2019
Q2 		$5K Buy
167
+133
+391% +$3.72K ﹤0.01% 764
2019
Q1 		$1K Hold
34
– – ﹤0.01% 791
2018
Q4 		$1K Buy
+34
New +$921 ﹤0.01% 863
2018
Q3 		– Sell
-74
Closed -$2K – 1003
2018
Q2 		$2K Buy
+74
New +$2.2K ﹤0.01% 816
2017
Q3 		– Sell
-65
Closed -$2K – 398
2017
Q2 		$2K Buy
+65
New +$1.73K ﹤0.01% 684

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's FNDE Position: Q3 2024 in Review

Gradient Investments sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2024, closing a stake of 3,958 shares — an estimated $117K sold.

Gradient Investments first reported a position in FNDE in Q2 2017 and held it in 25 quarters. The position peaked at $117K in Q2 2024. 323 funds tracked by Wall St. Rank hold FNDE as of Q3 2024.

  • Gradient Investments reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3,958 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2024, an estimated $117K.
  • Gradient Investments first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2017 and held it in 25 quarters.
  • Gradient Investments's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $117K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.