LaSalle St. Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

LaSalle St. 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
2023 Q3	–	Sell	-8,942	Closed	-$239K	–	125
2023 Q2	$239K	Sell	8,942 -45,590	-84%	-$1.21M	0.11%	102
2023 Q1	$1.42M	Buy	54,532 +37,219	+215%	+$969K	0.63%	29
2022 Q4	$429K	Buy	+17,313	New	+$425K	0.2%	59

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 $1.9T AUM 41.92% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LaSalle St. Investment Advisors's FNDE Position: Q3 2023 in Review

LaSalle St. Investment Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 8,942 shares — an estimated $239K sold.

LaSalle St. Investment Advisors first reported a position in FNDE in Q4 2022 and held it in 3 quarters. The position peaked at $1.42M in Q1 2023. 267 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

LaSalle St. Investment Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
LaSalle St. Investment Advisors sold 8,942 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $239K.
LaSalle St. Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and held it in 3 quarters.
LaSalle St. Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.42M in Q1 2023.
267 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.