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

Harvest Group 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
2020
Q2 		– Sell
-446
Closed -$9K – 595
2020
Q1 		$9K Hold
446
– – 0.01% 212
2019
Q4 		$13K Buy
446
+12
+3% +$345 0.01% 205
2019
Q3 		$12K Buy
+434
New +$12K 0.01% 229

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
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Harvest Group Wealth Management's FNDE Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2020, closing a stake of 446 shares — an estimated $9K sold.

Harvest Group Wealth Management first reported a position in FNDE in Q3 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 164 funds tracked by Wall St. Rank hold FNDE as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 446 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2020, an estimated $9K.
  • Harvest Group Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $13K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.