Matthew Hamilton Rosenberg’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Matthew Hamilton Rosenberg’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	-54	Closed	-$1.41K	–	970
2023 Q1	$1.41K	Hold	54	–	–	﹤0.01%	803
2022 Q4	$1.34K	Hold	54	–	–	﹤0.01%	796
2022 Q3	$1K	Hold	54	–	–	﹤0.01%	813
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	772
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	710
2021 Q4	$2K	Hold	54	–	–	﹤0.01%	689
2021 Q3	$2K	Buy	+54	New	+$1.72K	﹤0.01%	662

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

Matthew Hamilton Rosenberg's FNDE Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2023, closing a stake of 54 shares — an estimated $1.41K sold.

Matthew Hamilton Rosenberg first reported a position in FNDE in Q3 2021 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 287 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 54 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2023, an estimated $1.41K.
Matthew Hamilton Rosenberg first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and held it in 7 quarters.
Matthew Hamilton Rosenberg's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2K in Q1 2022.
287 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.