HCIA
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Hochman Cole Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Hochman Cole Investment 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
Q3 		$362K Hold
11,231
– – 0.14% 91
2021
Q2 		$362K Buy
11,231
+303
+3% +$9.66K 0.14% 88
2021
Q1 		$336K Buy
10,928
+2,933
+37% +$88.1K 0.14% 94
2020
Q4 		$226K Buy
+7,995
New +$209K 0.1% 113
2019
Q3 		– Sell
-16,272
Closed -$468K – 110
2019
Q2 		$468K Sell
16,272
-1,141
-7% -$31.9K 0.28% 66
2019
Q1 		$483K Buy
17,413
+1,590
+10% +$44.2K 0.29% 68
2018
Q4 		$409K Buy
15,823
+2,640
+20% +$71.5K 0.28% 68
2018
Q3 		$380K Buy
13,183
+1,200
+10% +$33.7K 0.24% 66
2018
Q2 		$332K Sell
11,983
-214
-2% -$6.37K 0.22% 69
2018
Q1 		$380K Buy
12,197
+302
+3% +$9.46K 0.27% 62
2017
Q4 		$353K Buy
11,895
+710
+6% +$20.8K 0.22% 67
2017
Q3 		$321K Buy
+11,185
New +$316K 0.21% 68

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hochman Cole Investment Advisors's FNDE Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2021 at 11,231 shares worth $362K. The position accounts for 0.14% of the portfolio, ranked #91.

Hochman Cole Investment Advisors first reported a position in FNDE in Q3 2017 and has held it in 12 quarters since. The position peaked at $483K in Q1 2019. 247 funds tracked by Wall St. Rank hold FNDE as of Q3 2021.

  • Hochman Cole Investment Advisors held 11,231 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $362K as of Q3 2021.
  • Hochman Cole Investment Advisors left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q3 2021.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.14% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #91 holding.
  • Hochman Cole Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2017 and has held it in 12 quarters since.
  • Hochman Cole Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $483K in Q1 2019.
  • 247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.