GWA
FNDE icon

Guidant Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$29K Buy
1,047
+7
+0.7% +$194 0.01% 201
2019
Q2 		$30K Buy
1,040
+40
+4% +$1.12K 0.01% 200
2019
Q1 		$28K Buy
+1,000
New +$27.8K 0.01% 205

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Guidant Wealth Advisors's FNDE Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.67% in Q3 2019, buying an estimated $194 and bringing the position to 1,047 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #201.

Guidant Wealth Advisors first reported a position in FNDE in Q1 2019 and has held it in 3 quarters since. The position peaked at $30K in Q2 2019. 153 funds tracked by Wall St. Rank hold FNDE as of Q3 2019.

  • Guidant Wealth Advisors held 1,047 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $29K as of Q3 2019.
  • Guidant Wealth Advisors bought 7 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2019, an estimated $194.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #201 holding.
  • Guidant Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $30K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.