HFS
FNDE icon

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

HBC Financial Services’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
Q4 		$504K Buy
18,455
+122
+0.7% +$3.8K 0.31% 18
2024
Q3 		$516K Buy
18,333
+12,329
+205% +$369K 0.31% 20
2024
Q2 		$493K Buy
6,004
+5,990
+42,786% +$174K 0.31% 18
2024
Q1 		$0 Hold
14
– – ﹤0.01% 168
2023
Q4 		$0 Hold
14
– – ﹤0.01% 174
2023
Q3 		$0 Hold
14
– – ﹤0.01% 178
2023
Q2 		$0 Buy
+14
New +$371 ﹤0.01% 185

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 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