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Huber Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Huber Financial 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
2020
Q1 		$4.34M Buy
211,027
+111,136
+111% +$2.91M 1.63% 11
2019
Q4 		$2.98M Buy
99,891
+28,586
+40% +$823K 1.04% 13
2019
Q3 		$1.95M Buy
71,305
+40,364
+130% +$1.12M 0.76% 20
2019
Q2 		$889K Buy
30,941
+16,419
+113% +$460K 0.39% 36
2019
Q1 		$403K Buy
+14,522
New +$403K 0.2% 71

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
Fidelity Investments
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Huber Financial Advisors's FNDE Position: Q1 2020 in Review

Huber Financial Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 111% in Q1 2020, buying an estimated $2.91M and bringing the position to 211,027 shares worth $4.34M. The position accounts for 1.63% of the portfolio, ranked #11.

Huber Financial Advisors first reported a position in FNDE in Q1 2019 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold FNDE as of Q1 2020.

  • Huber Financial Advisors held 211,027 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $4.34M as of Q1 2020.
  • Huber Financial Advisors bought 111,136 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2020, an estimated $2.91M.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 1.63% of Huber Financial Advisors's portfolio in Q1 2020, its #11 holding.
  • Huber Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.