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

Retirement Group’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	$19.4K	Hold	698	–	–	0.01%	368
2023 Q4	$18.9K	Hold	698	–	–	0.01%	349
2023 Q3	$18.3K	Hold	698	–	–	0.01%	326
2023 Q2	$18.7K	Hold	698	–	–	0.01%	327
2023 Q1	$18K	Hold	698	–	–	0.01%	315
2022 Q4	$17K	Hold	698	–	–	0.01%	295
2022 Q3	$16K	Hold	698	–	–	0.01%	201
2022 Q2	$18K	Hold	698	–	–	0.01%	338
2022 Q1	$20K	Buy	+698	New	+$21.3K	0.01%	340

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's FNDE Position: Q1 2024 in Review

Retirement Group held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q1 2024 at 698 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #368.

Retirement Group first reported a position in FNDE in Q1 2022 and has held it in 9 quarters since. The position peaked at $20K in Q1 2022. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

Retirement Group held 698 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $19.4K as of Q1 2024.
Retirement Group left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q1 2024.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #368 holding.
Retirement Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2022 and has held it in 9 quarters since.
Retirement Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $20K in Q1 2022.
308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.