Paradigm Strategies in Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Paradigm Strategies in Wealth Management’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
2021 Q3	–	Sell	-57	Closed	-$2K	–	106
2021 Q2	$2K	Hold	57	–	–	﹤0.01%	216
2021 Q1	$2K	Buy	+57	New	+$1.71K	﹤0.01%	197

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 $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MIS

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Paradigm Strategies in Wealth Management's FNDE Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2021, closing a stake of 57 shares — an estimated $2K sold.

Paradigm Strategies in Wealth Management first reported a position in FNDE in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 247 funds tracked by Wall St. Rank hold FNDE as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 57 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2021, an estimated $2K.
Paradigm Strategies in Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2K in Q2 2021.
247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.