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Relaxing Retirement Coach’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Relaxing Retirement Coach’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
Q1 		– Sell
-13,606
Closed -$385K – 45
2020
Q4 		$385K Sell
13,606
-77,636
-85% -$2.02M 0.42% 40
2020
Q3 		$2.17M Buy
91,242
+594
+0.7% +$14.6K 0.95% 35
2020
Q2 		$2.12M Sell
90,648
-37,062
-29% -$830K 1.49% 30
2020
Q1 		$2.63M Sell
127,710
-147,091
-54% -$3.86M 1.62% 26
2019
Q4 		$8.2M Buy
274,801
+1,502
+0.5% +$43.2K 2.4% 20
2019
Q3 		$7.48M Buy
273,299
+2,223
+0.8% +$61.6K 2.31% 21
2019
Q2 		$7.79M Buy
271,076
+752
+0.3% +$21K 2.38% 20
2019
Q1 		$7.5M Sell
270,324
-320
-0.1% -$8.89K 2.34% 20
2018
Q4 		$6.99M Buy
270,644
+9,053
+3% +$245K 2.37% 21
2018
Q3 		$7.53M Buy
261,591
+29,562
+13% +$831K 2.26% 20
2018
Q2 		$6.42M Buy
232,029
+45,234
+24% +$1.35M 1.98% 21
2018
Q1 		$5.83M Buy
186,795
+59,124
+46% +$1.85M 1.84% 24
2017
Q4 		$3.79M Buy
+127,671
New +$3.74M 1.23% 31

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Relaxing Retirement Coach's FNDE Position: Q1 2021 in Review

Relaxing Retirement Coach sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2021, closing a stake of 13,606 shares — an estimated $385K sold.

Relaxing Retirement Coach first reported a position in FNDE in Q4 2017 and held it in 13 quarters. The position peaked at $8.2M in Q4 2019. 202 funds tracked by Wall St. Rank hold FNDE as of Q1 2021.

  • Relaxing Retirement Coach reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2021 after selling out during the quarter.
  • Relaxing Retirement Coach sold 13,606 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2021, an estimated $385K.
  • Relaxing Retirement Coach first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 13 quarters.
  • Relaxing Retirement Coach's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $8.2M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2021.

Based on Relaxing Retirement Coach's 13F filing for Q1 2021, filed 23 Apr 2021.