Moisand Fitzgerald Tamayo’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Moisand Fitzgerald Tamayo’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	-173	Closed	-$4.7K	–	605
2023 Q4	$4.7K	Buy	+173	New	+$4.54K	﹤0.01%	427
2022 Q4	–	Sell	-132	Closed	-$3K	–	804
2022 Q3	$3K	Sell	132 -187	-59%	-$4.77K	﹤0.01%	434
2022 Q2	$8K	Buy	319 +132	+71%	+$3.61K	﹤0.01%	284
2022 Q1	$5K	Buy	187 +55	+42%	+$1.68K	﹤0.01%	257
2021 Q4	$4K	Hold	132	–	–	﹤0.01%	311
2021 Q3	$4K	Hold	132	–	–	﹤0.01%	308
2021 Q2	$4K	Hold	132	–	–	﹤0.01%	331
2021 Q1	$4K	Sell	132 -613	-82%	-$18.4K	﹤0.01%	276
2020 Q4	$21K	Buy	+745	New	+$19.4K	0.01%	168

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FNDE Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 173 shares — an estimated $4.7K sold.

Moisand Fitzgerald Tamayo first reported a position in FNDE in Q4 2020 and held it in 9 quarters. The position peaked at $21K in Q4 2020. 310 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 173 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $4.7K.
Moisand Fitzgerald Tamayo first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $21K in Q4 2020.
310 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.