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

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return