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

HCR 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
2021 Q1	–	Sell	-76	Closed	-$2K	–	196
2020 Q4	$2K	Buy	76 +1	+1%	+$26	﹤0.01%	257
2020 Q3	$2K	Sell	75 -1,376	-95%	-$33.9K	﹤0.01%	234
2020 Q2	$34K	Buy	1,451 +1	+0.1%	+$22	0.01%	188
2020 Q1	$30K	Hold	1,450	–	–	0.01%	186
2019 Q4	$43K	Buy	+1,450	New	+$41.7K	0.01%	184

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCR Wealth Advisors's FNDE Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2021, closing a stake of 76 shares — an estimated $2K sold.

HCR Wealth Advisors first reported a position in FNDE in Q4 2019 and held it in 5 quarters. The position peaked at $43K in Q4 2019. 202 funds tracked by Wall St. Rank hold FNDE as of Q1 2021.

HCR Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 76 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2021, an estimated $2K.
HCR Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $43K in Q4 2019.
202 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.