Newman Dignan & Sheerar Inc’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Newman Dignan & Sheerar Inc’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
2022 Q3	–	Sell	-12,260	Closed	-$318K	–	187
2022 Q2	$318K	Sell	12,260 -18,188	-60%	-$498K	0.11%	141
2022 Q1	$881K	Sell	30,448 -16,552	-35%	-$505K	0.17%	84
2021 Q4	$1.46M	Buy	47,000 +1,530	+3%	+$48.9K	0.44%	59
2021 Q3	$1.47M	Buy	45,470 +6,077	+15%	+$194K	0.42%	56
2021 Q2	$1.27M	Buy	+39,393	New	+$1.26M	0.43%	64

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Newman Dignan & Sheerar Inc's FNDE Position: Q3 2022 in Review

Newman Dignan & Sheerar Inc sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2022, closing a stake of 12,260 shares — an estimated $318K sold.

Newman Dignan & Sheerar Inc first reported a position in FNDE in Q2 2021 and held it in 5 quarters. The position peaked at $1.47M in Q3 2021. 242 funds tracked by Wall St. Rank hold FNDE as of Q3 2022.

Newman Dignan & Sheerar Inc reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 12,260 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2022, an estimated $318K.
Newman Dignan & Sheerar Inc first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2021 and held it in 5 quarters.
Newman Dignan & Sheerar Inc's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.47M in Q3 2021.
242 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2022.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2022, filed 18 Oct 2022.