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Northwest Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-139
Closed -$4.49K – 250
2024
Q3 		$4.49K Buy
+139
New +$4.16K ﹤0.01% 449

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwest Financial Advisors's FNDE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2024, closing a stake of 139 shares — an estimated $4.49K sold.

Northwest Financial Advisors first reported a position in FNDE in Q3 2024 and held it in 1 quarter. The position peaked at $4.49K in Q3 2024. 353 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 139 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2024, an estimated $4.49K.
  • Northwest Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $4.49K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.