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Life Planning Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-203
Closed -$5.51K – 121
2023
Q4 		$5.51K Buy
+203
New +$5.33K 0.01% 179

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Life Planning Partners's FNDE Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 203 shares — an estimated $5.51K sold.

Life Planning Partners first reported a position in FNDE in Q4 2023 and held it in 1 quarter. The position peaked at $5.51K in Q4 2023. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 203 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $5.51K.
  • Life Planning Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $5.51K in Q4 2023.
  • 308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.