Sentinel Pension Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sentinel Pension 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
2021 Q2	–	Sell	-47,457	Closed	-$2.49M	–	94
2021 Q1	$2.49M	Buy	47,457 +29,762	+168%	+$894K	0.91%	20
2020 Q4	$500K	Sell	17,695 -593	-3%	-$15.5K	0.18%	51
2020 Q3	$434K	Sell	18,288 -931	-5%	-$22.9K	0.17%	57
2020 Q2	$450K	Sell	19,219 -332	-2%	-$7.44K	0.19%	51
2020 Q1	$402K	Buy	19,551 +2,494	+15%	+$65.4K	0.2%	55
2019 Q4	$509K	Buy	+17,057	New	+$491K	0.33%	37

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

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

Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return