Sawyer & Company’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sawyer & Company’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	–	Sell	-4	Closed	–	–	175
2023 Q4	$0	Hold	4	–	–	﹤0.01%	184
2023 Q3	$0	Sell	4 -85	-96%	-$2.29K	﹤0.01%	193
2023 Q2	$2K	Hold	89	–	–	﹤0.01%	164
2023 Q1	$2K	Sell	89 -89	-50%	-$2.32K	﹤0.01%	169
2022 Q4	$4K	Buy	+178	New	+$4.37K	﹤0.01%	175

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 $2.3T AUM 54.33% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $199B AUM 37.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sawyer & Company's FNDE Position: Q1 2024 in Review

Sawyer & Company sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 4 shares.

Sawyer & Company first reported a position in FNDE in Q4 2022 and held it in 5 quarters. The position peaked at $4K in Q4 2022. 310 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

Sawyer & Company reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
Sawyer & Company sold 4 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024.
Sawyer & Company first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and held it in 5 quarters.
Sawyer & Company's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $4K in Q4 2022.
310 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Sawyer & Company's 13F filing for Q1 2024, filed 16 Apr 2024.