Rockbridge Investment Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-162	Closed	-$4.76K	–	701
2022 Q1	$4.76K	Hold	162	–	–	﹤0.01%	627
2021 Q4	$5K	Hold	162	–	–	﹤0.01%	659
2021 Q3	$5K	Hold	162	–	–	﹤0.01%	612
2021 Q2	$5K	Hold	162	–	–	﹤0.01%	606
2021 Q1	$5K	Hold	162	–	–	﹤0.01%	576
2020 Q4	$5K	Hold	162	–	–	﹤0.01%	562
2020 Q3	$4K	Hold	162	–	–	﹤0.01%	540
2020 Q2	$4K	Buy	+162	New	+$3.63K	﹤0.01%	512

Other funds holding FNDE

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

Victory Capital Management

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

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

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

1832 Asset Management

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return