KIG
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Kowal Investment Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-236
Closed -$8K – 408
2021
Q3 		$8K Buy
+236
New +$7.51K ﹤0.01% 547

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 $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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kowal Investment Group's FNDE Position: Q4 2021 in Review

Kowal Investment Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2021, closing a stake of 236 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in FNDE in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 257 funds tracked by Wall St. Rank hold FNDE as of Q4 2021.

  • Kowal Investment Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 236 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2021, an estimated $8K.
  • Kowal Investment Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $8K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.