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RGT Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

RGT Wealth 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
2022
Q3 		– Sell
-400
Closed -$10K – 122
2022
Q2 		$10K Buy
+400
New +$11K ﹤0.01% 116

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

RGT Wealth Advisors's FNDE Position: Q3 2022 in Review

RGT Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2022, closing a stake of 400 shares — an estimated $10K sold.

RGT Wealth Advisors first reported a position in FNDE in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 242 funds tracked by Wall St. Rank hold FNDE as of Q3 2022.

  • RGT Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 400 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2022, an estimated $10K.
  • RGT Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2022 and held it in 1 quarter.
  • RGT Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $10K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.