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

Lutz 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
2020
Q2 		– Sell
-18,310
Closed -$376K – 61
2020
Q1 		$376K Buy
+18,310
New +$480K 0.08% 54

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Lutz Financial Services's FNDE Position: Q2 2020 in Review

Lutz Financial Services sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2020, closing a stake of 18,310 shares — an estimated $376K sold.

Lutz Financial Services first reported a position in FNDE in Q1 2020 and held it in 1 quarter. The position peaked at $376K in Q1 2020. 164 funds tracked by Wall St. Rank hold FNDE as of Q2 2020.

  • Lutz Financial Services reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2020 after selling out during the quarter.
  • Lutz Financial Services sold 18,310 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2020, an estimated $376K.
  • Lutz Financial Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2020 and held it in 1 quarter.
  • Lutz Financial Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $376K in Q1 2020.
  • 164 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2020.

Based on Lutz Financial Services's 13F filing for Q2 2020, filed 28 Jul 2020.