H&H Retirement Design & Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

H&H Retirement Design & 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
2023 Q3	–	Sell	-7,320	Closed	-$202K	–	60
2023 Q2	$202K	Buy	+7,320	New	+$194K	0.13%	54
2023 Q1	–	Sell	-59,078	Closed	-$1.57M	–	69
2022 Q4	$1.57M	Buy	59,078 +9,125	+18%	+$224K	1.33%	20
2022 Q3	$1.16M	Sell	49,953 -12,567	-20%	-$320K	1.09%	26
2022 Q2	$1.59M	Sell	62,520 -17,236	-22%	-$472K	1.16%	26
2022 Q1	$2.32M	Sell	79,756 -638	-0.8%	-$19.5K	1.58%	17
2021 Q4	$2.47M	Buy	+80,394	New	+$2.57M	1.56%	15

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

H&H Retirement Design & Management's FNDE Position: Q3 2023 in Review

H&H Retirement Design & Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 7,320 shares — an estimated $202K sold.

H&H Retirement Design & Management first reported a position in FNDE in Q4 2021 and held it in 6 quarters. The position peaked at $2.47M in Q4 2021. 267 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

H&H Retirement Design & Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 7,320 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $202K.
H&H Retirement Design & Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and held it in 6 quarters.
H&H Retirement Design & Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.47M in Q4 2021.
267 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on H&H Retirement Design & Management's 13F filing for Q3 2023, filed 17 Oct 2023.