Liberty Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Liberty Wealth Management’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 Q2	–	Sell	-154,663	Closed	-$4.07M	–	206
2023 Q1	$4.07M	Buy	+154,663	New	+$4.03M	0.84%	31
2021 Q4	–	Sell	-392	Closed	-$13K	–	495
2021 Q3	$13K	Buy	+392	New	+$12.5K	﹤0.01%	755
2020 Q3	–	Sell	-254	Closed	-$6K	–	889
2020 Q2	$6K	Buy	+254	New	+$5.69K	﹤0.01%	573

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Liberty Wealth Management's FNDE Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2023, closing a stake of 154,663 shares — an estimated $4.07M sold.

Liberty Wealth Management first reported a position in FNDE in Q2 2020 and held it in 3 quarters. The position peaked at $4.07M in Q1 2023. 287 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

Liberty Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 154,663 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2023, an estimated $4.07M.
Liberty Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2020 and held it in 3 quarters.
Liberty Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $4.07M in Q1 2023.
287 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.