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Safeguard Financial’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-1,222
Closed -$32K – 242
2023
Q2 		$32K Buy
+1,222
New +$32.4K 0.02% 201

Other funds holding FNDE

CSIA
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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Safeguard Financial's FNDE Position: Q3 2023 in Review

Safeguard Financial sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 1,222 shares — an estimated $32K sold.

Safeguard Financial first reported a position in FNDE in Q2 2023 and held it in 1 quarter. The position peaked at $32K in Q2 2023. 267 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

  • Safeguard Financial reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,222 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $32K.
  • Safeguard Financial first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $32K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.