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ORG Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

ORG Partners’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
-80
Closed -$2.17K – 724
2023
Q4 		$2.17K Buy
+80
New +$2.1K ﹤0.01% 945
2023
Q3 		– Sell
-122
Closed -$3.31K – 1450
2023
Q2 		$3.31K Buy
+122
New +$3.24K ﹤0.01% 1135

Other funds holding FNDE

CSIA
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
SAG
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
UA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORG Partners's FNDE Position: Q1 2024 in Review

ORG Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 80 shares — an estimated $2.17K sold.

ORG Partners first reported a position in FNDE in Q2 2023 and held it in 2 quarters. The position peaked at $3.31K in Q2 2023. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

  • ORG Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 80 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $2.17K.
  • ORG Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.31K in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.