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

Kelly 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
2022 Q2	–	Sell	-251	Closed	-$7.26K	–	694
2022 Q1	$7.26K	Buy	251 +242	+2,689%	+$7.38K	﹤0.01%	378
2021 Q4	$273	Sell	9 -199	-96%	-$6.36K	﹤0.01%	649
2021 Q3	$6.69K	Buy	208 +199	+2,211%	+$6.34K	﹤0.01%	385
2021 Q2	$274	Buy	9 +1	+13%	+$32	﹤0.01%	606
2021 Q1	$260	Hold	8	–	–	﹤0.01%	606
2020 Q4	$239	Hold	8	–	–	﹤0.01%	567
2020 Q3	$196	Hold	8	–	–	﹤0.01%	550
2020 Q2	$194	Hold	8	–	–	﹤0.01%	571
2020 Q1	$169	Hold	8	–	–	﹤0.01%	540
2019 Q4	$246	Hold	8	–	–	﹤0.01%	525
2019 Q3	$219	Buy	+8	New	+$222	﹤0.01%	512

Other funds holding FNDE

CSIA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Kelly Financial Services's FNDE Position: Q2 2022 in Review

Kelly Financial Services sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2022, closing a stake of 251 shares — an estimated $7.26K sold.

Kelly Financial Services first reported a position in FNDE in Q3 2019 and held it in 11 quarters. The position peaked at $7.26K in Q1 2022. 247 funds tracked by Wall St. Rank hold FNDE as of Q2 2022.

Kelly Financial Services reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
Kelly Financial Services sold 251 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2022, an estimated $7.26K.
Kelly Financial Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2019 and held it in 11 quarters.
Kelly Financial Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $7.26K in Q1 2022.
247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.